Asset Class Canadian Balanced

Mackenzie Canadian Growth Balanced Fund

Why invest in this fund?

  • Seeks to deliver long-term growth of capital by investing in high quality companies complemented with a Core Plus investment approach to fixed income selection
  • Invest in niche market leaders which are not typical household names
  • The portfolio management team believes that the addition of non-investment grade securities in a Core Plus fixed income strategy can enhance overall returns and reduce interest rate risk

*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

Senior Vice President, Portfolio Manager, Team Co-Lead

Mackenzie Bluewater Team

Investment experience since 1985

David Arpin, MA

Senior Vice President, Portfolio Manager, Team Co-Lead

Mackenzie Bluewater Team

Investment experience since 1995

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

Q1 Commentary – Mackenzie Bluewater Team

Read Mackenzie Bluewater Team’s latest commentary to learn about their analysis of key market risks and opportunities.

May 17, 2019

Q1 Commentary – Mackenzie Fixed Income Team

Read Mackenzie Fixed Income Team’s latest commentary to learn about their analysis of key market risks and opportunities.

May 17, 2019

Performance

Portfolio

Codes & Fees

Historical Data