Strengthening management of balanced funds and other fund changes | Mackenzie Investments

News Updates

Strengthening management of balanced funds and other fund changes


Today, we are announcing changes to the following eight balanced funds.

On August 14, 2014, Alain Bergeron, Lead of the Mackenzie Asset Allocation Team will assume responsibility for asset allocation in the above balanced funds. This will enhance the resources dedicated to them and allow their existing equity and fixed income teams to focus on selecting securities.

We are also amending the investment strategies of these eight* balanced funds for greater clarity and consistency of format, and proposing to amend the investment objectives of Mackenzie Ivy Global Balanced Fund and Mackenzie Ivy Canadian Balanced Fund.

View the press release.

For more information, please contact your Mackenzie Investments Sales Team.

*The investment strategies of Mackenzie Ivy Global Balanced Fund and Mackenzie Ivy Canadian Balanced Fund will be updated pending a favourable vote by investors to change their investment objectives.