Mackenzie Bluewater Canadian Growth Balanced Fund

Winner of the 2022 Refinitiv Lipper Funds Award from Refinitiv for the best 10-year performance in the Canadian Equity Balanced classification

Asset Class Canadian Balanced

Mackenzie Bluewater Canadian Growth Balanced Fund

Why invest in this fund?

  • Seeks to deliver long-term growth of capital by investing in high quality companies complemented with a Core Plus investment approach to fixed income selection
  • Invest in niche market leaders which are not typical household names
  • The portfolio management team believes that the addition of non-investment grade securities in a Core Plus fixed income strategy can enhance overall returns and reduce interest rate risk

*Core plus fixed income encompasses all fixed income products including both securitized and non-securitized loans including floating rate loans and high yield debt

Key Facts

Portfolio Managers

Dina DeGeer, MBA, CFA

Senior Vice President, Portfolio Manager, Team Co-Lead

Mackenzie Bluewater Team

David Arpin, MA, CFA

Senior Vice President, Portfolio Manager, Team Co-Lead

Mackenzie Bluewater Team

Shah Khan, MBA, CFA

Vice President, Portfolio Manager

Mackenzie Bluewater Team

Steve Locke, MBA, CFA

SVP, CIO of Fixed Income and Multi-Asset Strategies, Co-Lead of Fixed Income Team

Mackenzie Fixed Income Team

Investment experience since 1994

Felix Wong, MBA, CFA

VP, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 1988

Konstantin Boehmer, MBA

SVP, Co-Lead of Fixed Income Team, Head of Global Macro, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 2003

Dan Cooper, CFA

SVP, Head of Credit, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 1997

Movin Mokbel, MBA, CFA

VP, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 1998

Nelson Arruda, MFin., MSc., CFA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Multi-Asset Strategies Team

Investment experience since 2010

Tyler Hewlett, CFA

Vice President, Portfolio Manager

Mackenzie Bluewater Team

Dave Taylor, CFA

Vice President, Portfolio Manager

Mackenzie Bluewater Team

Hui Wang, MBA, CFA, CAIA

Vice President, Portfolio Manager

Mackenzie Bluewater Team

Commentary

Monthly Commentary - Mackenzie Canadian Growth Balanced Fund

Advisor Feature Page - Mackenzie Bluewater Canadian Growth Balanced Fund

Performance

Portfolio

Codes & Fees

Historical Data