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, 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
Konstantin Boehmer, MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2003
Felix Wong, MBA, CFA
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, CFA
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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Investor page – Diversification for better long-term outcomes
pdf
420KB
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Your Guide to Investing in Liquid Alternatives
pdf
4535KB
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Monthly commentary - Mackenzie Credit Absolute Return Fund
pdf
220KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
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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
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Quarterly Portfolio Disclosure - 3rd Quarter – Mackenzie Credit Absolute Return Fund
pdf
116KB
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.