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 TeamInvestment experience since 1985
David Arpin, MA
Senior Vice President, Portfolio Manager, Team Co-Lead
Mackenzie Bluewater TeamInvestment experience since 1995
Shah Khan, MBA
Vice President, Portfolio Manager
Mackenzie Bluewater TeamInvestment experience since 2010
Steve Locke, MBA
Senior Vice President, Portfolio Manager, Head of Team
Mackenzie Fixed Income TeamInvestment experience since 1995
Felix Wong, MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 1988
Konstantin Boehmer, MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2003
Dan Cooper, CFA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2003
Movin Mokbel, MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2000
Nelson Arruda, CFA
Senior Vice President, Portfolio Manager, Team Co-Lead
Mackenzie Multi-Asset Strategies TeamInvestment experience since 2009
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Fund Profile - Mackenzie Canadian Growth Balanced Fund Series A
pdf
177KB
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Fund Profile – Mackenzie Canadian Growth Balanced Fund – Series F
pdf
177KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
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Financial Statements – Annual – Mackenzie Canadian Growth Balanced Fund
pdf
726KB
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Financial Statements – Semi-annual – Mackenzie Canadian Growth Balanced Fund
pdf
665KB
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MRFP – Annual – Mackenzie Canadian Growth Balanced Fund
pdf
1447KB
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MRFP – Semi-annual – Mackenzie Canadian Growth Balanced Fund
pdf
1027KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Canadian Growth Balanced Fund
pdf
66KB
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Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Canadian Growth Balanced Fund
pdf
92KB
Other Canadian Balanced
- Mackenzie Cundill Canadian Balanced Fund
- Mackenzie Private Income Balanced Pool
- Mackenzie Private Income Balanced Pool Class
- Mackenzie Canadian Growth Balanced Class
- Mackenzie Income Fund
- Mackenzie Strategic Income Fund
- Mackenzie Strategic Income Class
- Mackenzie Ivy Canadian Balanced Class
- Mackenzie Ivy Canadian Balanced Fund
- See all Canadian Balanced
Fund feature page
Learn how this Fund can be a valuable component for the construction of your clients’ portfolios.
Monthly Commentaries
Mackenzie Investments publishes regular commentaries to help advisors make sense of the markets, review the recent performances of funds and anticipate future outlooks. Read the latest monthly commentaries for more information.