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


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

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
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Fund Profile - Mackenzie Bluewater North American Balanced Fund pdf 487KB
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Fund Profile - Mackenzie Bluewater North American Balanced Fund Series F pdf 487KB
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Searching for growth and lower volatility? You’ve found it. pdf 460KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
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Quarterly Portfolio Disclosure - 1st Quarter – Mackenzie Bluewater North American Balanced Fund pdf 74KB
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Financial Statements – Annual – Mackenzie Bluewater North American Balanced Fund pdf 224KB
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MRFP – Annual – Mackenzie Bluewater North American Balanced Fund pdf 182KB
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