Income Confidence | Mackenzie Investments

Income Confidence

Local. Regional. Global.
Your Choice of Income Solutions.

Navigating Changing Bond Markets

Steve Locke, Head of the Mackenzie Fixed Income Team, discusses strategies to navigate changing markets and provides an overview of the latest additions to the Mackenzie range of income solutions.

Proven Performance

These proven performers offer convenient exposure to diversified, income-oriented portfolios designed to deliver income and long-term growth potential.

New Choices for a Changing World

Our new ETF and mutual funds aim to generate income and manage risk.

New
Mackenzie Global Credit Opportunities Fund

Designed to generate income with potential for long-term capital growth by investing primarily in higher yielding corporate and government fixed-income securities and instruments of issuers anywhere in the world.


New
Mackenzie US Strategic Income Fund

Seeks to provide income with the potential for long-term capital growth by investing primarily in fixed-income and income-oriented equity securities of issuers in the US.

Employs the same flexible approach that has been used successfully to manage Mackenzie Global Strategic Income Fund and Mackenzie Strategic Income Fund.


New
Mackenzie Global High Yield Fixed Income ETF – MHYB

Seeks to provide a steady flow of income with potential for long-term capital growth by investing primarily in higher yielding fixed-income securities and in other fixed-income securities issued by companies or governments of any size, anywhere in the world.


One year on. The Mackenzie Active Fixed Income ETF Suite

On the first anniversary of Mackenzie’s active ETFs, CEO Barry McInerney and SVP Michael Cooke discuss ETFs as important tools for investors and their advisors.

The Core-Plus Spectrum: Mackenzie Fixed Income Funds and ETFs

Actively Managed Building Blocks for your Fixed Income Allocation

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Looking for Balanced Solutions for Income?

Mackenzie Monthly Income Portfolios

Globally diversified, multi-asset portfolios designed to provide income and the potential for long-term capital appreciation with reduced volatility.

Mackenzie Monthly Income Conservative Portfolio

Mackenzie Monthly Income Balanced Portfolio

Speak to your financial advisor for more information about our income solutions.

Morningstar Star Ratings reflect performance of Series F units as of June 30, 2017 and are subject to change monthly. The ratings are an objective, quantitative measure of a fund’s historical risk-adjusted performance relative to other funds in its category. Only funds with at least a three-year track record are considered. The overall star rating for a fund is a weighted combination calculated from a fund’s 3, 5, and 10-year returns, as available, measured against the 91-day treasury bill and peer group returns. A fund can only be rated if there are a sufficient number of funds in its peer group to allow comparison for at least three years. If a fund scores in the top 10% of its fund category, it gets 5 stars; if it falls in the next 22.5%, it receives 4 stars; a place in the middle 35% earns a fund 3 stars; those in the next 22.5% receive 2 stars; and the lowest 10% receive 1 star. For more details on the calculation of Morningstar Star Ratings, see morningstar.ca. Quartile rankings and peers beaten are calculated by Mackenzie Investments based on the fund series-level data Morningstar provides. The CIFSC categories, Star Ratings and number of funds in each category, and annual compounded performance for the standard periods are: Mackenzie Strategic Income Fund Series F, Canadian Neutral Balanced category: 1 year – n/a stars 12.6%, 3 years - 4 stars (474 funds) 5.4%, 5 years - 4 stars (350 funds) 7.8%, 10 years - 5 stars (140 funds) 6.6%. Mackenzie Global Strategic Income Fund Series F, Global Neutral Balanced category: 1 year – n/a stars 10.6%, 3 years – 4 stars (919 funds) 8.5%, 5 years – 5 stars (614 funds) 10.4%, 10 years – 5 stars (177 funds) 6.3%. Mackenzie Income Fund Series F, Canadian Fixed Income Balanced category: 1 year – n/a stars 5.9%, 3 years - 5 stars (423 funds) 5.0%, 5 years - 5 stars (306 funds) 6.4%, 10 years - 4 stars (130 funds) 4.9%.