Mackenzie Canadian Short Term Income Fund
Why invest in this fund?
- Approach is to buy the best relative value for risk; the broad investment universe includes federal and provincial government bonds, investment and below investment grade bonds and securitized products. The Fund maintains an overall credit rating of BBB or higher.
- This Fund can invest up to 30% in foreign securities and foreign currencies can be hedged back into Canadian dollars.
Key Facts
Portfolio Managers
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
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Modeling Mackenzie's Fixed Income Funds
pdf
866KB
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Investor Brochure: Fixed Income Capabilities
pdf
2349KB
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Investor Brochure: Fixed Income Strategies
pdf
775KB
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Whitepaper - The Looming Pension Crisis Part II: Government Pension Plans
pdf
205KB
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Whitepaper – The Looming Pension Crisis: Why it Matters and How to Prepare
pdf
452KB
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Fund Profile - Mackenzie Canadian Short Term Income Fund Series SC
pdf
176KB
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Fund Profile – Mackenzie Canadian Short Term Income Fund – Series F
pdf
176KB
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Whitepaper - The Looming Pension Crisis Part III: U.S. Public Pension Plans
pdf
364KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Canadian Short Term Income Fund
pdf
117KB
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MRFP – Annual – Mackenzie Canadian Short Term Income Fund
pdf
1142KB
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MRFP – Semi-annual – Mackenzie Canadian Short Term Income Fund
pdf
994KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Canadian Short Term Income Fund
pdf
126KB
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Financial Statements – Semi-annual – Mackenzie Canadian Short Term Income Fund
pdf
1675KB
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Financial Statements – Annual – Mackenzie Canadian Short Term Income Fund
pdf
1788KB
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.