Asset Class Canadian Balanced

Mackenzie Cundill Canadian Balanced Fund

Why invest in this fund?

  • Seeks to provide long-term capital appreciation by adhering to a value equity investment style and utilizing a core plus** approach to fixed income selection
  • Maintains a unique and concentrated equity exposure which provides investors with a differentiated source of returns
  • Benefits from the expertise and active leadership of dedicated fixed income and equity portfolio teams

**Core plus fixed income encompasses all fixed income products including both securitized and non-securitized loans including floating rate loans and high yield debt

Key Facts

Portfolio Managers

Richard Wong, CFA

Senior Vice President, Investment Management, Portfolio Manager

Mackenzie Cundill Team

Investment experience since 1994

Steve Locke, MBA, CFA

SVP, CIO of Fixed Income and Multi-Asset Strategies, Co-Lead of Fixed Income Team

Mackenzie Fixed Income Team

Investment experience since 1994

Dan Cooper, CFA

SVP, Head of Credit, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 1997

Felix Wong, MBA, CFA

VP, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 1988

Konstantin Boehmer, MBA

SVP, Co-Lead of Fixed Income Team, Head of Global Macro, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 2003

Nelson Arruda, CFA

Senior Vice President, Portfolio Manager, Team Co-Lead

Mackenzie Multi-Asset Strategies Team

Investment experience since 2009

Movin Mokbel, MBA, CFA

VP, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 1998

Todd Mattina, Ph.D.

Senior Vice-President, Chief Economist, Portfolio Manager, Team Co-Lead 

Mackenzie Multi-Asset Strategies Team

Investment experience since 2001

Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Regulatory Documents

Other Canadian Balanced