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
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Advisor Feature Page – Mackenzie Cundill Canadian Balanced Fund
pdf
293KB
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Investor Brochure - Mackenzie Cundill Funds
pdf
153KB
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Commentary – Q1 – Mackenzie Cundill Canadian Balanced Fund
pdf
91KB
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Q1 Commentary – Mackenzie Cundill Team
pdf
94KB
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Q1 Commentary – Mackenzie Fixed Income Team
pdf
66KB
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Q4 Commentary – Mackenzie Fixed Income Team
pdf
74KB
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Q4 Commentary – Mackenzie Cundill Team
pdf
115KB
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Fund Insights: Finding value in US and European banks
pdf
285KB
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Q2 Commentary – Mackenzie Cundill Team
pdf
146KB
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Q2 Commentary – Mackenzie Fixed Income Team
pdf
143KB
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Fund Insights: Finding Value in an Expensive Market
pdf
361KB
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Fund Insight – Disruptors create value opportunities
pdf
1054KB
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Fund Insights - 3 Stocks That Meet The Value Test
pdf
1093KB
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Q3 Commentary – Mackenzie Cundill Team
pdf
148KB
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Q3 Commentary – Mackenzie Fixed Income Team
pdf
168KB
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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 Profile – Mackenzie Cundill Canadian Balanced Fund
pdf
177KB
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Fund Profile – Mackenzie Cundill Canadian Balanced Fund – Series F
pdf
177KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
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MRFP – Annual – Mackenzie Cundill Canadian Balanced Fund
pdf
805KB
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Financial Statements – Annual – Mackenzie Cundill Canadian Balanced Fund
pdf
313KB
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MRFP – Semi-annual – Mackenzie Cundill Canadian Balanced Fund
pdf
1150KB
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Financial Statements – Semi-annual – Mackenzie Cundill Canadian Balanced Fund
pdf
613KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Cundill Canadian Balanced Fund
pdf
59KB
Other Canadian Balanced
- Mackenzie Strategic Income Fund
- 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
- Mackenzie Private Income Balanced Pool
- Mackenzie Private Income Balanced Pool 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, 2019Q4 Commentary – Mackenzie Fixed Income Team
Read Mackenzie Fixed Income Team’s latest commentary to learn about their analysis of key market risks and opportunities.
February 06, 2019Q4 Commentary – Mackenzie Cundill Team
Read Mackenzie Cundill Team’s latest commentary to learn about their analysis of key market risks and opportunities.
February 06, 2019Q3 Commentary – Mackenzie Cundill Team
Read Mackenzie Cundill Team’s latest commentary to learn about their analysis of key market risks and opportunities.
November 12, 2018Q3 Commentary – Mackenzie Fixed Income Team
Read Mackenzie Fixed Income Team’s latest commentary to learn about their analysis of key market risks and opportunities.
November 12, 2018Q2 Commentary – Mackenzie Cundill Team
Read Mackenzie Cundill Team’s latest commentary to learn about their analysis of key market risks and opportunities.
August 13, 2018Q2 Commentary – Mackenzie Fixed Income Team
Read Mackenzie Fixed Income Team’s latest commentary to learn about their analysis of key market risks and opportunities.
August 13, 2018