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, CFA
Senior Vice President, CIO Fixed Income and Multi-Asset Strategies, Co-Lead of the Fixed Income Team
Mackenzie Fixed Income TeamInvestment experience since 1995
Felix Wong, MBA, CFA
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
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2349KB
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Investor Brochure: Fixed Income Strategies
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775KB
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Whitepaper – The Looming Pension Crisis: Why it Matters and How to Prepare
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452KB
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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 Part III: U.S. Public Pension Plans
pdf
364KB
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Fund Profile - Mackenzie Canadian Short Term Income Fund Series SC
pdf
493KB
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Fund Profile – Mackenzie Canadian Short Term Income Fund – Series F
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495KB
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Advisor Insights- What’S The Peace Of Mind Of GICs - mi-opportunity-cost-of-gics-en.pdf
pdf
5570KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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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
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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 – 3rd Quarter – Mackenzie Canadian Short Term Income Fund
pdf
71KB
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.