Asset Class Canadian Balanced

Why invest in this fund?

  • Invests in companies with above-average growth rates across multiple sectors for diversification and utilizes a core plus** approach to fixed income selection
  • Owns a portfolio of high-quality investments that aims to provide consistent long-term returns
  • Benefits from the portfolio managers’ investing expertise that spans over 65 years

**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

Richard B. Weed CFA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Systematic Strategies Team

Investment experience since 1992

Matthew Cardillo CFA

Vice President, Portfolio Manager

Mackenzie Systematic Strategies Team

Investment experience since 2000

Steve Locke MBA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Fixed Income Team

Investment experience since 1995

Felix Wong MBA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 1988

Konstantin Boehmer MBA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 2003

Dan Cooper CFA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 2003

Movin Mokbel MBA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 2000

Nelson Arruda CFA

Vice President, Portfolio Manager

Mackenzie Multi-Asset Strategies Team

Investment experience since 2009

Commentary

Commentary – Q4 – Mackenzie Canadian Large Cap Balanced Fund

A Mackenzie Investments mutual fund commentary provides our managers' insights into a fund's recent performance and future outlook.

February 06, 2019

Commentary – Q3 – Mackenzie Canadian Large Cap Balanced Fund

A Mackenzie Investments mutual fund commentary provides our managers' insights into a fund's recent performance and future outlook.

November 12, 2018

Commentary – Q2 – Mackenzie Canadian Large Cap Balanced Fund

A Mackenzie Investments mutual fund commentary provides our managers' insights into a fund's recent performance and future outlook.

August 13, 2018

Commentary – Q1 – Mackenzie Canadian Large Cap Balanced Fund

A Mackenzie Investments mutual fund commentary provides our managers' insights into a fund's recent performance and future outlook.

May 23, 2018

Performance

Portfolio

Codes & Fees

Historical Data