Asset Class Alternative Strategies

Mackenzie Credit Absolute Return Fund

Why invest in this fund?

  • Opportunity to Improve Outcomes - Applying leverage on a portfolio with attractive return-for-risk properties can help achieve higher expected returns for a given level of risk than portfolios where no leverage is available.
  • Consistent Return Potential - Using derivatives and short selling strategies can help limit expected volatility with the aim of generating a smoother investing experience in different market conditions.
  • Diversified Return Drivers - Utilizing alternative strategies can help manage exposure to traditional fixed income return drivers – interest rate and credit risk – with more precision and provide a diverse stream of returns.

Key Facts

Portfolio Managers

Steve Locke, MBA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Fixed Income Team

Investment experience since 1995

Konstantin Boehmer, MBA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 2003

Felix Wong, MBA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 1988

Dan Cooper, CFA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 2003

Movin Mokbel, MBA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 2000

Commentary

Q1 Commentary – Mackenzie Fixed Income Team

Read Mackenzie Fixed Income Team’s Q1 commentary to learn about their analysis of key market risks and opportunities.

min read May 17, 2019

Performance

Portfolio

Codes & Fees

Historical Data