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U.S. Equity Alpha Pool E (0P0001FANJ.TO)

Toronto - Toronto Delayed Price. Currency in CAD
15.450.00 (0.00%)
At close: 04:00PM EDT

U.S. Equity Alpha Pool E


2 Queen Street East,20th Floor

+1 416 3641145
Management Information
,Lead Manager since September 4, 2018
Alfred Lam, Vice President and Portfolio Manager of the CI Investment Consulting team, is involved in manager selection and oversight, product development, asset allocation and currency management. Mr. Lam has brought unique ideas and robust processes to the management of CI’s investment solutions. They included a mean reversion currency management strategy, the concept of investing in concentrated and benchmark-agnostic portfolios, and an advanced approach to risk management. Prior to joining the team in 2004, Mr. Lam was Senior Manager at CIBC Securities. He holds an MBA from York University
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

Fund FamilyCI Investments Inc
Net Assets551.72M
YTD Return10.32%
Morningstar RatingN/A1
Inception DateSep 4, 2018

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover42.42%
Average for CategoryN/A

Fees & Expenses

Expense0P0001FANJ.TOCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A