Mackenzie Bluewater Global Growth Balanced Fund
Why invest in this fund?
- A low-to-medium risk global balanced fund that seeks to deliver medium-to-long-term income growth, capital appreciation and competitive return.
- The Fund provides access to foreign exposure for increased geographic diversification and a broad range of top-tier investment opportunities.
- Managed by the award-winning Mackenzie Bluewater Team and the Mackenzie Fixed Income Team, this fund offers global exposure and increased risk-adjusted return potential.
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

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

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

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



Commentary
Performance
Portfolio
Sustainability Characteristics
Codes & Fees
Historical Data
Resources
Fund Materials
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Investor page - Balance stability and global opportunity pdf 350KB
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Quarterly Fund Review - Mackenzie Bluewater Global Growth Balanced Fund pdf 191KB
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Fund Profile - Mackenzie Bluewater Global Growth Balanced Fund Series PW pdf 499KB
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Fund Profile - Mackenzie Bluewater Global Growth Balanced Fund Series F pdf 501KB
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Fund Profile - Mackenzie Bluewater Global Growth Balanced Fund pdf 500KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
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MRFP – Annual – Mackenzie Bluewater Global Growth Balanced Fund - mrfp-annual-05937-en.pdf pdf 1307KB
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Financial Statements – Annual – Mackenzie Bluewater Global Growth Balanced Fund - fs-annual-05937-en.pdf pdf 1288KB
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Quarterly Portfolio Disclosure - 1st Quarter – Mackenzie Bluewater Global Growth Balanced Fund pdf 74KB
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MRFP – Semi-annual – Mackenzie Bluewater Global Growth Balanced Fund pdf 1105KB
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Quarterly Portfolio Disclosure - 3rd Quarter – Mackenzie Bluewater Global Growth Balanced Fund pdf 74KB
Other Global Balanced
- Mackenzie USD Global Strategic Income Fund
- Mackenzie Private Global Income Balanced Pool
- Mackenzie Global Strategic Income Fund
- Mackenzie Greenchip Global Environmental Balanced Fund
- Mackenzie ChinaAMC Multi-Asset Fund
- Mackenzie Maximum Diversification Global Multi-Asset Fund
- Mackenzie Global Sustainable Balanced Fund
- Mackenzie Inflation-Focused Fund
- Mackenzie Bluewater North American Balanced Fund
- Mackenzie Ivy Global Balanced Fund
- See all Global Balanced