Asset Class Global Balanced

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 Team

Investment experience since 1994

Konstantin Boehmer, MBA

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

Mackenzie Fixed Income Team

Investment experience since 2003

Felix Wong, MBA, CFA

VP, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 1988

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

Advisor Feature Page - Mackenzie Bluewater Global Growth Balanced Fund

Performance

Portfolio

Sustainability Characteristics

Codes & Fees

Historical Data

Resources

Fund Materials

Regulatory Documents

Other Global Balanced