Codes & Fees – Mackenzie Cundill Canadian Balanced Fund Series T8 MFC1225 MFC1467 MFC7056 MFC2161 MFC4393 MFC4571 | Mackenzie Investments

Mackenzie Cundill Canadian Balanced Fund Series T8

Asset Class: Canadian Balanced
MER as of March 31, 2019
Series Current sort (ascending) Prefix sort by Prefix Front End CAD sort by Front End CAD Back End CAD sort by Back End CAD Low Load 2 CAD sort by Low Load 2 CAD Low Load 3 CAD sort by Low Load 3 CAD Front End USD sort by Front End USD Back End USD sort by Back End USD Low Load 2 USD sort by Low Load 2 USD Low Load 3 USD sort by Low Load 3 USD Mgmt Fee % sort by Mgmt Fee % MER % sort by MER % Fixed Rate Distribution sort by MER %
A MFC 740 840 7052 3177 4379 ** 4566 ** 4567 ** 1.85% 2.28%
D MFC 4627 1.10% 1.42%
F MFC 058 4380 ** 0.70% 0.96%
F5 # MFC 5529 0.70% 0.98% 5.00%
F8 # MFC 2240 0.70% 0.92% 8.00%
FB MFC 4898 0.85% 1.17%
FB5 # MFC 4899 0.85% 1.14% 5.00%
G MFC 2217 1.35% 1.71%
I MFC 198 1.35% 1.64%
J MFC 3774 ** 1.70% 2.08%
O MFC 1807
O5 # MFC 3927 5.00%
PW MFC 6093 6364 ** 1.70% 2.05%
PWFB MFC 6834 0.70% 0.98%
PWFB5 # MFC 6835 0.70% 0.97% 5.00%
PWT5 # MFC 6690 6691 ** 1.70% 2.01% 5.00%
PWT8 # MFC 6282 6692 ** 1.70% 2.03% 8.00%
PWX MFC 6019 6381 **
PWX8 # MFC 6241 8.00%
T5 # MFC 2448 3460 7054 3461 4391 ** 4568 ** 4569 ** 1.85% 2.28% 5.00%
T8 # MFC 1225 1467 7056 2161 4393 ** 4571 ** 1.85% 2.28% 8.00%
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Other Canadian Balanced Funds

Portfolio Managers

Jonathan Norwood, MBA, CFA

Senior Vice President, Investment Management, Portfolio Manager

Mackenzie Cundill Team

Investment experience since 1998

Richard Wong, CFA

Senior Vice President, Investment Management, Portfolio Manager

Mackenzie Cundill Team

Investment experience since 1994

Steve Locke, MBA, CFA

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, CFA

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

Movin Mokbel, MBA, CFA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 2000

Nelson Arruda, CFA

Vice President, Portfolio Manager

Mackenzie Multi-Asset Strategies Team

Investment experience since 2009

#This series pays a monthly annual fixed rate distribution.
**Closed to new investments

Note: USD option is capped to new purchases.

The Series G versions of this fund are closed to new investments.

Low correlation with benchmark, therefore is a good diversifier for more index-oriented investors.

Commissions, trailing commissions, management fees, brokerage fees and expenses may be associated with investment funds. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution, or optional charges or income taxes payable by any security holder that would have reduced returns. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated.

For changes in the business, operations or affairs of an investment fund, and reorganization or acquisition of assets in an investment fund during the most recent 10 years that could have materially affected the performance of the investment fund, please refer to the "Major Changes During the Last 10 Years” section in the most recent Annual Information Form.

Mutual Fund US Dollar Settlement Option details.

Index performance does not include the impact of fees, commissions, and expenses that would be payable by investors in the investment products that seek to track an index.

The rate of return is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the investment fund or asset allocation service or returns on investment in the investment fund or from the use of the asset allocation service.

* The blended index is composed of 62.5% S&P/TSX Composite Index and 37.5% FTSE Canada Universe Bond Index.