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, CFA
SVP, CIO of Fixed Income and Multi-Asset Strategies, Co-Lead of Fixed Income Team
Mackenzie Fixed Income TeamInvestment experience since 1994

Dan Cooper, CFA
SVP, Head of Credit, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 1997

Konstantin Boehmer, MBA
SVP, Co-Lead of Fixed Income Team, Head of Global Macro, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2003

Movin Mokbel, MBA, CFA
VP, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 1998
Performance
Portfolio
Sustainability Characteristics
Codes & Fees
Historical Data
Resources
Fund Materials
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Whitepaper – The Looming Pension Crisis: Why it Matters and How to Prepare pdf 452KB
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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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Fund Profile - Mackenzie Corporate Bond Fund pdf 510KB
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Fund Profile - Mackenzie Corporate Bond Fund Series F pdf 511KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
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Financial Statements – Annual – Mackenzie Corporate Bond Fund pdf 683KB
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MRFP – Annual – Mackenzie Corporate Bond Fund pdf 1314KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Corporate Bond Fund pdf 77KB
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Financial Statements – Semi-annual – Mackenzie Corporate Bond Fund pdf 1570KB
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MRFP – Semi-annual – Mackenzie Corporate Bond Fund pdf 1241KB
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Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Corporate Bond Fund pdf 67KB