Mackenzie Floating Rate Income Fund | Mackenzie Investments

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

Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Whitepaper – The Looming Pension Crisis: Why it Matters and How to Prepare pdf 452KB
Investor Brochure: Fixed Income Strategies pdf 775KB
Whitepaper - The Looming Pension Crisis Part III: U.S. Public Pension Plans pdf 364KB
Whitepaper - The Looming Pension Crisis Part II: Government Pension Plans pdf 205KB
Modeling Mackenzie's Fixed Income Funds pdf 2871KB
Investor Brochure: Fixed Income Capabilities pdf 1189KB
Quarterly Fund Review - Mackenzie Floating Rate Income Fund pdf 271KB
Monthly Commentary - Mackenzie Floating Rate Income Fund pdf 337KB
Fund Profile – Mackenzie Floating Rate Income Fund – Series F pdf 494KB
Fund Profile - Mackenzie Floating Rate Income Fund Series SC pdf 493KB

Regulatory Documents

Other Global Fixed Income