Mackenzie Global Growth Balanced Fund
Why invest in this fund?
- A low-to-medium risk global balanced fund that seeks to deliver medium-to-long-term income growth, capital appreciation and competitive return.
- The Fund provides access to foreign exposure for increased geographic diversification and a broad range of top-tier investment opportunities.
- Managed by the award-winning Mackenzie Bluewater Team and the Mackenzie Fixed Income Team, this fund offers global exposure and increased risk-adjusted return potential.
Key Facts
Portfolio Managers
Dina DeGeer MBA
Senior Vice President, Portfolio Manager, Team Co-Lead
Mackenzie Bluewater TeamInvestment experience since 1985
David Arpin MA
Senior Vice President, Portfolio Manager, Team Co-Lead
Mackenzie Bluewater TeamInvestment experience since 1995
Steve Locke MBA
Senior Vice President, Portfolio Manager, Head of Team
Mackenzie Fixed Income TeamInvestment experience since 1995
Konstantin Boehmer MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2003
Felix Wong MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 1988
Nelson Arruda CFA
Vice President, Portfolio Manager
Mackenzie Multi-Asset Strategies TeamInvestment experience since 2009
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Q3 Commentary – Mackenzie Bluewater Team
pdf
155KB
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Q3 Commentary – Mackenzie Fixed Income Team
pdf
168KB
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Market Insights: Growth or Value, Where Do We Go From Here?
pdf
718KB
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Q1 Commentary – Mackenzie Bluewater Team
pdf
123KB
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Q1 Commentary – Mackenzie Fixed Income Team
pdf
66KB
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Mackenzie Bluewater Team Q4 2018 Commentary
pdf
104KB
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Q2 Commentary – Mackenzie Fixed Income Team
pdf
143KB
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Q2 Commentary – Mackenzie Bluewater Team
pdf
185KB
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Fund Profile - Mackenzie Global Growth Balanced Fund Series PW
pdf
144KB
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Fund Profile (Express) - Mackenzie Global Growth Balanced Fund Series F
pdf
142KB
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Fund Profile (Express) - Mackenzie Global Growth Balanced Fund
pdf
143KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
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Financial Statements – Annual – Mackenzie Global Growth Balanced Fund - fs-annual-05937-en.pdf
pdf
245KB
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MRFP – Annual – Mackenzie Global Growth Balanced Fund - mrfp-annual-05937-en.pdf
pdf
577KB
Other Global Balanced
- Mackenzie Global Diversified Balanced Fund
- Mackenzie Ivy Global Balanced Fund
- Mackenzie Global Strategic Income Fund
- Mackenzie Private Global Conservative Income Balanced Pool
- Mackenzie Private Global Income Balanced Pool
- Mackenzie Ivy Global Balanced Class
- Mackenzie USD Global Strategic Income Fund
- Mackenzie Global Sustainability and Impact Balanced Fund
- See all Global Balanced
Q1 Commentary – Mackenzie Bluewater Team
Read Mackenzie Bluewater Team’s latest commentary to learn about their analysis of key market risks and opportunities.
May 17, 2019Q1 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, 2019Mackenzie Bluewater Team Q4 2018 Commentary
Mackenzie Bluewater Team Q4 2018 Commentary
February 06, 2019Q3 Commentary – Mackenzie Bluewater Team
Read Mackenzie Bluewater Team’s latest commentary to learn about their analysis of key market risks and opportunities.
November 12, 2018Q3 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, 2018Q2 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, 2018Q2 Commentary – Mackenzie Bluewater Team
Read Mackenzie Bluewater Team’s latest commentary to learn about their analysis of key market risks and opportunities.
August 13, 2018