Mackenzie Asset Allocation Team | Mackenzie Investments

Mackenzie Asset Allocation Team

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Philosophy & Process

The Mackenzie Asset Allocation Team seeks to generate optimal returns and mitigate risk for investors through a pension-style approach to portfolio asset management.  We seek to build optimal long-term, strategic asset mixes for each portfolio based on investor risk tolerance. When appropriate, we will tactically tilt the portfolios to take advantage of asset mispricings or to changing market conditions. We also manage daily cash flows and currency exposures and perform portfolio rebalancing to help ensure asset class allocations remain within targets. Our disciplined risk budgeting investment approach to asset allocation is designed to ensure a long-term focus on strong relative returns for each given level of volatility. Portfolios risk is continually monitored both on an absolute and relative basis (in terms of absolute volatility and volatility compared to the relevant peer group), emphasizing the generation of consistent risk-adjusted returns and seeking to preserve capital through changing market environments.

Portfolio Managers

Alain Bergeron, CFA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Asset Allocation Team

Investment experience since 2000

Andrea Hallett, CFA

Vice President, Portfolio Manager

Mackenzie Asset Allocation Team

Investment experience since 1998

Nelson Arruda, CFA

Vice President, Portfolio Manager

Mackenzie Asset Allocation Team

Investment experience since 2009

Michael Kapler, MMF, CFA

Associate Portfolio Manager

Mackenzie Asset Allocation Team

Investment experience since 1998

Funds Under Management

Mackenzie Balanced ETF Portfolio

Mackenzie Canadian All Cap Balanced Class

Mackenzie Canadian All Cap Balanced Fund

Mackenzie Canadian Balanced Fund

Mackenzie Canadian Growth Balanced Fund

Mackenzie Conservative ETF Portfolio

Mackenzie Conservative Income ETF Portfolio

Mackenzie Cundill Canadian Balanced Fund

Mackenzie Growth ETF Portfolio

Mackenzie Income Fund

Mackenzie Ivy Canadian Balanced Class

Mackenzie Ivy Canadian Balanced Fund

Mackenzie Ivy Global Balanced Class

Mackenzie Ivy Global Balanced Fund

Mackenzie Moderate Growth ETF Portfolio

Mackenzie Monthly Income Balanced Portfolio

Mackenzie Monthly Income Conservative Portfolio

Mackenzie Multi-Strategy Absolute Return Fund

Mackenzie Private Canadian Focused Equity Pool

Mackenzie Private Canadian Focused Equity Pool Class

Mackenzie Private Global Conservative Income Balanced Pool

Mackenzie Private Global Equity Pool

Mackenzie Private Global Equity Pool Class

Mackenzie Private Global Income Balanced Pool

Mackenzie Private Income Balanced Pool

Mackenzie Private Income Balanced Pool Class

Mackenzie Private US Equity Pool

Mackenzie Private US Equity Pool Class

Symmetry Balanced Portfolio

Symmetry Balanced Portfolio Class

Symmetry Conservative Income Portfolio

Symmetry Conservative Income Portfolio Class

Symmetry Conservative Portfolio

Symmetry Conservative Portfolio Class

Symmetry Equity Portfolio Class

Symmetry Fixed Income Portfolio

Symmetry Growth Portfolio

Symmetry Growth Portfolio Class

Symmetry Moderate Growth Portfolio

Symmetry Moderate Growth Portfolio Class

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

The use of the term or phrase “pension style investing” (“phrase”) should not be misconstrued as a claim of compliance with the Pension Benefits Standards Act of Canada. The phrase used in respect of Mackenzie Investments’ Symmetry Portfolios refers to its selective use of pools. Pools are simply separate accounts, or mandates, in which portfolio managers are provided with guidelines that complement other mandates within a larger long-term portfolio. In the case of Symmetry Portfolios, Mackenzie Asset Allocation Team ask portfolio managers to invest within specific guidelines exclusively for Symmetry Portfolios. Examples of Symmetry Portfolio guidelines may be: no cash held in a portfolio; Canadian equity securities only; utilize a consistent value bias and a threshold on market cap.