Awards & Rankings

- Mackenzie Monthly Income Conservative Portfolio (Series A)
- Mackenzie Canadian Growth Balanced Fund (Series A)
Winners of the 2018 Fundata FundGrade A+ Awards® for consistent and outstanding risk-adjusted performance in their respective categories
Latest Insights
Philosophy & Process
The Mackenzie Multi-Asset Strategies 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 Multi-Asset Strategies Team
Investment experience since 2000
Andrea Hallett, CFA
Vice President, Portfolio Manager
Mackenzie Multi-Asset Strategies Team
Investment experience since 1998
Nelson Arruda, CFA
Vice President, Portfolio Manager
Mackenzie Multi-Asset Strategies Team
Investment experience since 2009
Blair Ireland, MMath, CFA
Alex Bellefleur, M.Ec., CFA
Chief Economist and Strategist
Mackenzie Multi-Asset Strategies Team
Investment experience since 2007
Michael Kapler, MMF, CFA