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, 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
Dan Cooper, CFA
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
Konstantin Boehmer, MBA
Senior Vice President, co-Lead of the Fixed Income Team & Head of Global Macro and Quantitative Analytics
Mackenzie Fixed Income TeamInvestment experience since 2003
Nelson Arruda, CFA
Senior Vice President, Portfolio Manager, Team Co-Lead
Mackenzie Multi-Asset Strategies TeamInvestment experience since 2009
Movin Mokbel, MBA, CFA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2000
Todd Mattina, Ph.D.
Senior Vice-President, Chief Economist, Portfolio Manager, Team Co-Lead
Mackenzie Multi-Asset Strategies TeamInvestment experience since 2001
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Feature Page – Balanced Funds
pdf
782KB
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Investor Insights: Value stocks are overdue for a comeback
pdf
305KB
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Fund Insights: Finding Value in an Expensive Market
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361KB
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Quarterly Commentary - Mackenzie Cundill Canadian Balanced Fund
pdf
215KB
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Fund Profile – Mackenzie Cundill Canadian Balanced Fund
pdf
497KB
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Fund Profile – Mackenzie Cundill Canadian Balanced Fund – Series F
pdf
498KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
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MRFP – Annual – Mackenzie Cundill Canadian Balanced Fund
pdf
2833KB
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Financial Statements – Annual – Mackenzie Cundill Canadian Balanced Fund
pdf
2064KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Cundill Canadian Balanced Fund
pdf
119KB
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Financial Statements – Semi-annual – Mackenzie Cundill Canadian Balanced Fund
pdf
713KB
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MRFP – Semi-annual – Mackenzie Cundill Canadian Balanced Fund
pdf
5363KB
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Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Cundill Canadian Balanced Fund
pdf
69KB
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
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.