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

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

Steve Locke, MBA, CFA
SVP, CIO of Fixed Income and Multi-Asset Strategies, Co-Lead of Fixed Income Team
Mackenzie Fixed Income TeamInvestment experience since 1994

Felix Wong, MBA, CFA
VP, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 1988

Konstantin Boehmer, MBA
SVP, Co-Lead of Fixed Income Team, Head of Global Macro, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2003

Dan Cooper, CFA
SVP, Head of Credit, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 1997

Movin Mokbel, MBA, CFA
VP, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 1998

Nelson Arruda, MFin., MSc., CFA
Senior Vice President, Portfolio Manager, Head of Team
Mackenzie Multi-Asset Strategies TeamInvestment experience since 2010



Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
-
Investor page - Stability and growth: The best of both worlds pdf 337KB
-
Quarterly Fund Review - Mackenzie Bluewater Canadian Growth Balanced Fund pdf 192KB
-
Fund Profile - Mackenzie Bluewater Canadian Growth Balanced Fund pdf 509KB
-
Fund Profile - Mackenzie Bluewater Canadian Growth Balanced Fund Series F pdf 510KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
-
Financial Statements – Annual – Mackenzie Bluewater Canadian Growth Balanced Fund pdf 2333KB
-
MRFP – Annual – Mackenzie Bluewater Canadian Growth Balanced Fund pdf 1797KB
-
Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Bluewater Canadian Growth Balanced Fund pdf 94KB
-
Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Bluewater Canadian Growth Balanced Fund pdf 94KB
-
Financial Statements – Semi-annual – Mackenzie Bluewater Canadian Growth Balanced Fund pdf 2120KB
-
MRFP – Semi-annual – Mackenzie Bluewater Canadian Growth Balanced Fund pdf 1905KB