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Sustainable Innovation & Health Dividend Fund
Sustainable Innovation & Health
Profile   Highlights
Actively managed portfolio of leading global innovative technology and healthcare companies positioned to benefit from the trends and changing consumer behaviours resulting from the COVID-19 global pandemic
Up to 20% allocation to innovation and healthcare private equity
Utilizes a strategy that incorporates Environmental, Social & Governance ("ESG") principles to identify sustainable investments

 
TSX Symbol SIH.UN (Reserved)
Distribution Frequency Monthly
Closing Date August 14, 2020
Eligibility RRSPs, DPSPs, RDSPs, RRIFs, TFSAs and RESPs
See Highlight Sheet ( English / French )  
See Prospectus 
Sustainable Innovation & Health
Lead Portfolio Managers
Dean Orrico
Dean Orrico
PRESIDENT AND
CHIEF INVESTMENT OFFICER
View Bio
 
Rob Lauzon
Robert F. Lauzon
MANAGING DIRECTOR AND DEPUTY CHIEF INVESTMENT OFFICER
View Bio
Shane Obata
Shane Obata
EXECUTIVE DIRECTOR, INVESTMENTS AND PORTFOLIO MANAGER
View Bio
 

Exclusive Industry Consultants
  In the Spotlight
Paul Sagawa Mr. Paul Sagawa
Technology Consultant

Mr. Sagawa has over 20 years of industry experience, including 11 years as a senior research analyst at Sanford C. Bernstein & Co., LLC. Named by Institutional Investor to its All-Star Team, including the number one position in wire-line communication equipment.
Richard Evans Dr. Richard Evans
Healthcare Consultant

Dr. Evans served as a Senior Analyst covering the US pharmaceuticals industry at Sanford C. Bernstein & Co., LLC, from 1998 until 2006. He was twice ranked first amongst his peers for drug stock selection by Bloomberg Markets.
 
Middlefield Market Commentary 
The Wall Street Journal: Cloud Spending Hits Record Amid Economic Fallout From Covid-19 
Financial Post: Right now, it's big tech's world and everyone else is paying rent 
CNBC: Telehealth Trends Accelerate 
The Wall Street Journal: Investor Appetite for Tech Buyout Funds Continues Despite Pandemic 
The Wall Street Journal: Tech Stock Rally Isn't Out of Juice 
CNBC: Big tech went from growth stocks to wall streets treasury bond substitute 
Financial Post: What Lululemon's $500 million deal to buy Mirror says about the future of exercising at home 
After the crisis: How COVID will transform the economy and disrupt every business 
 
 
 
     
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