Asset Class Global Balanced

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 Team

Investment experience since 1985

David Arpin MA

Senior Vice President, Portfolio Manager, Team Co-Lead

Mackenzie Bluewater Team

Investment experience since 1995

Steve Locke MBA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Fixed Income Team

Investment experience since 1995

Konstantin Boehmer MBA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 2003

Felix Wong MBA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 1988

Nelson Arruda CFA

Vice President, Portfolio Manager

Mackenzie Multi-Asset Strategies Team

Investment experience since 2009

Commentary

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, 2019

Q1 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, 2019

Mackenzie Bluewater Team Q4 2018 Commentary

Mackenzie Bluewater Team Q4 2018 Commentary

February 06, 2019

Q3 Commentary – Mackenzie Bluewater Team

Read Mackenzie Bluewater Team’s latest commentary to learn about their analysis of key market risks and opportunities.

November 12, 2018

Q3 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, 2018

Q2 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, 2018

Q2 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

Performance

Portfolio

Codes & Fees

Historical Data