Mackenzie Cundill Canadian Balanced Fund
Why invest in this fund?
- Seeks to provide long-term capital appreciation by adhering to a proven deep 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 TeamInvestment experience since 1994

Steve Locke, MBA
Senior Vice President, Portfolio Manager, Head of Team
Mackenzie Fixed Income TeamInvestment experience since 1995

Dan Cooper, CFA
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

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

Nelson Arruda, CFA
Vice President, Portfolio Manager
Mackenzie Multi-Asset Strategies TeamInvestment experience since 2009

Movin Mokbel, MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2000
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
-
Feature Page – Balanced Funds pdf 782KB
-
Investor Insights: Value stocks are overdue for a comeback pdf 305KB
-
Advisor Feature Page – Mackenzie Cundill Canadian Balanced Fund pdf 293KB
-
Investor Brochure - Mackenzie Cundill Funds pdf 153KB
-
Commentary – Q1 – Mackenzie Cundill Canadian Balanced Fund pdf 91KB
-
Q1 Commentary – Mackenzie Cundill Team pdf 94KB
-
Q1 Commentary – Mackenzie Fixed Income Team pdf 66KB
-
Fund Insights: Finding value in US and European banks pdf 285KB
-
Fund Insights: Finding Value in an Expensive Market pdf 361KB
-
Fund Insights - 3 Stocks That Meet The Value Test pdf 1093KB
-
Fund Insight – Disruptors create value opportunities pdf 1054KB
-
Fund Profile – Mackenzie Cundill Canadian Balanced Fund – Series F pdf 177KB
-
Fund Profile – Mackenzie Cundill Canadian Balanced Fund pdf 177KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
-
Financial Statements – Annual – Mackenzie Cundill Canadian Balanced Fund pdf 313KB
-
Financial Statements – Semi-annual – Mackenzie Cundill Canadian Balanced Fund pdf 264KB
-
MRFP – Annual – Mackenzie Cundill Canadian Balanced Fund pdf 805KB
-
MRFP – Semi-annual – Mackenzie Cundill Canadian Balanced Fund pdf 877KB
-
Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Cundill Canadian Balanced Fund pdf 62KB
-
Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Cundill Canadian Balanced Fund pdf 66KB
Other Canadian Balanced
- Mackenzie Strategic Income Fund
- Mackenzie Private Income Balanced Pool Class
- Mackenzie Private Income Balanced Pool
- Mackenzie Ivy Canadian Balanced Class
- Mackenzie Canadian Growth Balanced Fund
- Mackenzie Ivy Canadian Balanced Fund
- Mackenzie Income Fund
- Mackenzie Canadian Growth Balanced Class
- Mackenzie Strategic Income Class
- See all Canadian Balanced
Commentary – Q1 – Mackenzie Cundill Canadian Balanced Fund
A Mackenzie Investments mutual fund commentary provides our managers' insights into a fund's recent performance and future outlook.
May 17, 2019Q1 Commentary – Mackenzie Cundill Team
Read Mackenzie Cundill Team’s latest commentary to learn about their analysis of key market risks and opportunities.
May 17, 2019Q1 Commentary – Mackenzie Fixed Income Team
Read Mackenzie Fixed Income Team’s latest commentary to learn about their analysis of key market risks and opportunities.
May 17, 2019