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
Vice President, Portfolio Manager
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 pdf 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 – Series F pdf 498KB
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Fund Profile – Mackenzie Cundill Canadian Balanced Fund pdf 497KB
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.