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 TeamInvestment 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 TeamInvestment experience since 1994

Dan Cooper, CFA
SVP, Head of Credit, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 1997

Felix Wong, MBA, CFA
VP, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 1988

Konstantin Boehmer, MBA
SVP, Co-Lead of Fixed Income Team, Head of Global Macro, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2003

Nelson Arruda, MFin., MSc., CFA
Senior Vice President, Portfolio Manager, Head of Team
Mackenzie Multi-Asset Strategies TeamInvestment experience since 2010

Movin Mokbel, MBA, CFA
VP, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 1998
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Fund Profile - Mackenzie Cundill Canadian Balanced Fund Series F pdf 510KB
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Fund Profile - Mackenzie Cundill Canadian Balanced Fund pdf 509KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
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Financial Statements – Annual – Mackenzie Cundill Canadian Balanced Fund pdf 688KB
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MRFP – Annual – Mackenzie Cundill Canadian Balanced Fund pdf 1247KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Cundill Canadian Balanced Fund pdf 84KB
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Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Cundill Canadian Balanced Fund pdf 84KB
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Financial Statements – Semi-annual – Mackenzie Cundill Canadian Balanced Fund pdf 1793KB
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MRFP – Semi-annual – Mackenzie Cundill Canadian Balanced Fund pdf 1332KB