Asset Class Canadian Balanced

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 Team

Investment experience since 1994

Steve Locke MBA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Fixed Income Team

Investment experience since 1995

Dan Cooper CFA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 2003

Felix Wong MBA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 1988

Konstantin Boehmer MBA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 2003

Nelson Arruda CFA

Vice President, Portfolio Manager

Mackenzie Multi-Asset Strategies Team

Investment experience since 2009

Movin Mokbel MBA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 2000

Commentary

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, 2019

Q1 Commentary – Mackenzie Cundill Team

Read Mackenzie Cundill Team’s latest commentary to learn about their analysis of key market risks and opportunities.

May 17, 2019

Q1 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

Q4 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, 2019

Q4 Commentary – Mackenzie Cundill Team

Read Mackenzie Cundill Team’s latest commentary to learn about their analysis of key market risks and opportunities.

February 06, 2019

Q3 Commentary – Mackenzie Cundill Team

Read Mackenzie Cundill Team’s latest commentary to learn about their analysis of key market risks and opportunities.

November 12, 2018

Q3 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, 2018

Q2 Commentary – Mackenzie Cundill Team

Read Mackenzie Cundill Team’s latest commentary to learn about their analysis of key market risks and opportunities.

August 13, 2018

Q2 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

Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Regulatory Documents