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iAGAM Funds | Portfolio manager changes

February 9, 2024

iA Global Asset Management Inc. (iAGAM) announces portfolio manager changes for a few of its funds. These changes are effective as of February 8.

Changes affect the following funds:

  • Dividend Growth (iA)
  • U.S. Dividend Growth (iA) 

These two funds will now be managed by Dan Rohinton, Vice-President & Portfolio Manager, Global Dividend, in collaboration with Oliver Shao, Director & Portfolio Manager, Global Dividend, and Jean-René Adam, Senior Vice-President & Head of Public Equities. iAGAM’s collective approach in all aspects of portfolio management will ensure continuity and consistency.

Even though Donny Moss is no longer part of iAGAM, the experts who will continue the management of these funds are seasoned portfolio managers with years of experience. We believe that the synergy between their expertise for these different mandates and their ability for collaboration within the iAGAM team will contribute to adding even more depth to the management of the funds.

There is no change to the funds’ investment objectives and no action is required by advisors or clients as a result of today's announcement.

To learn more about these changes, please consult the Q&A.

 Read the Q&A

 

iA Financial Group is continuously committed to ensuring that its fund lineup meets the needs of investors and advisors, and these changes will undoubtedly help to optimally position its lineup to meet the evolving opportunities and challenges of a complex market environment.

If you have any questions about these changes, please speak with a member of our sales team.

 

Topic : Portfolio Managers

Written by iA

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