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 TeamInvestment experience since 1994

Movin Mokbel, MBA, CFA
VP, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 1998

Felix Wong, MBA, CFA
VP, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 1988

Dan Cooper, CFA
SVP, Head of Credit, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 1997
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Whitepaper – The Looming Pension Crisis: Why it Matters and How to Prepare pdf 452KB
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Investor Brochure: Fixed Income Strategies pdf 775KB
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Whitepaper - The Looming Pension Crisis Part III: U.S. Public Pension Plans pdf 364KB
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Whitepaper - The Looming Pension Crisis Part II: Government Pension Plans pdf 205KB
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Modeling Mackenzie's Fixed Income Funds pdf 2871KB
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Investor Brochure: Fixed Income Capabilities pdf 1189KB
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Fund Profile - Mackenzie Floating Rate Income Fund Series SC pdf 508KB
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Fund Profile - Mackenzie Floating Rate Income Fund pdf 508KB
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Fund Profile - Mackenzie Floating Rate Income Fund Series F pdf 508KB
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Quarterly Fund Review - Mackenzie Floating Rate Income Fund pdf 272KB
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Monthly Commentary - Mackenzie Floating Rate Income Fund pdf 102KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
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Financial Statements – Annual – Mackenzie Floating Rate Income Fund pdf 2194KB
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MRFP – Annual – Mackenzie Floating Rate Income Fund pdf 1366KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Floating Rate Income Fund pdf 73KB
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Financial Statements – Semi-annual – Mackenzie Floating Rate Income Fund pdf 1894KB
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Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Floating Rate Income Fund pdf 73KB
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MRFP – Semi-annual – Mackenzie Floating Rate Income Fund pdf 1285KB