Asset Class Global Balanced

Mackenzie Bluewater North American Balanced Fund

Why invest in this fund?

  • A low-to-medium risk North American balanced fund that seeks to deliver medium-to-long-term income growth, capital appreciation and a competitive return.
  • Invest in niche market leaders which are not typical household names, complemented with a core plus* investment approach to fixed income selection.
  • Managed by the award-winning Mackenzie Bluewater Team and Mackenzie Fixed Income Team.

*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

Hui Wang, MBA, CFA, CAIA

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

Konstantin Boehmer, MBA

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

Mackenzie Fixed Income Team

Investment experience since 2003

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

Commentary

Advisor Feature Page - Mackenzie Bluewater North American Balanced Fund

Performance

Portfolio

Codes & Fees

Historical Data