Asset Class Global Fixed Income

Mackenzie Floating Rate Income Fund

Why invest in this fund?

  • Floating rate loans offer higher yields than other short-term, fixed-rate assets
  • Floating rate loans tend to be less sensitive to interest rate fluctuations compared to fixed rate bonds
  • In a rising interest rate environment, the interest paid on these instruments may rise as well
  • Ability to invest in floating rate bonds and high yield corporate bonds enhances liquidity
  • Provides access to the floating rate loan asset class, which can be difficult for retail investors to participate in

Key Facts

Portfolio Managers

Steve Locke, MBA, CFA

SVP, CIO of Fixed Income and Multi-Asset Strategies, Co-Lead of Fixed Income Team

Mackenzie Fixed Income Team

Investment experience since 1994

Movin Mokbel, MBA, CFA

VP, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 1998

Felix Wong, MBA, CFA

VP, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 1988

Dan Cooper, CFA

SVP, Head of Credit, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 1997

Commentary

Monthly Commentary - Mackenzie Floating Rate Income Fund

Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Regulatory Documents