Mackenzie Corporate Bond Fund
Why invest in this fund?
- Invests primarily in non-investment-grade corporate debt which offers higher yields and less interest rate sensitivity than investment-grade bonds
- High yield corporate bonds have historically provided similar returns to equities with less than half the risk
- Fundamental analysis is employed to obtain a yield advantage while trying to limit the fund’s exposure to undue risk
- Maintains a minimum average credit rating of BB-
Key Facts
Portfolio Managers
Steve Locke, MBA
Senior Vice President, Portfolio Manager, Head of Team
Mackenzie Fixed Income TeamInvestment experience since 1995
Dan Cooper, CFA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2003
Konstantin Boehmer, MBA
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
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Whitepaper - The Looming Pension Crisis Part III: U.S. Public Pension Plans
pdf
364KB
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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 Corporate Bond Fund
pdf
176KB
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Fund Profile – Mackenzie Corporate Bond Fund – Series F
pdf
176KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
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Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Corporate Bond Fund
pdf
92KB
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Financial Statements – Semi-annual – Mackenzie Corporate Bond Fund
pdf
485KB
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MRFP – Semi-annual – Mackenzie Corporate Bond Fund
pdf
964KB
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MRFP – Annual – Mackenzie Corporate Bond Fund
pdf
1197KB
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Financial Statements – Annual – Mackenzie Corporate Bond Fund
pdf
1800KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Corporate Bond Fund
pdf
124KB
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.