Mackenzie Credit Absolute Return Fund
Alternative strategies fund designed to help limit volatility and provide a smoother ride.


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 TeamInvestment experience since 1995

Konstantin Boehmer, MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2003

Felix Wong, MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 1988

Dan Cooper, CFA
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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White Paper: How the Sequence of Returns can Impact your Retirement Savings pdf 225KB
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Investor Insight - Opportunity with Alternatives pdf 173KB
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Your Guide to Investing in Liquid Alternatives pdf 4535KB
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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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Comprehensive suite - We make it easy to select the right alternatives pdf 188KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
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Quarterly Portfolio Disclosure - 3rd Quarter – Mackenzie Credit Absolute Return Fund pdf 111KB
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MRFP – Annual – Mackenzie Credit Absolute Return Fund pdf 522KB
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Financial Statements – Annual – Mackenzie Credit Absolute Return Fund pdf 1541KB
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Quarterly Portfolio Disclosure - 1st Quarter – Mackenzie Credit Absolute Return Fund pdf 77KB
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Financial Statements – Semi-annual – Mackenzie Credit Absolute Return Fund pdf 1220KB
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MRFP – Semi-annual – Mackenzie Credit Absolute Return Fund pdf 512KB
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.