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, CFA
Senior Vice President, Portfolio Manager, Team Co-Lead
Mackenzie Bluewater TeamInvestment experience since 1985
David Arpin, MA, CFA
Senior Vice President, Portfolio Manager, Team Co-Lead
Mackenzie Bluewater TeamInvestment experience since 1995
Steve Locke, MBA, CFA
Senior Vice President, CIO Fixed Income and Multi-Asset Strategies, Co-Lead of the Fixed Income 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, CFA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 1988
Nelson Arruda, CFA
Senior Vice President, Portfolio Manager, Team Co-Lead
Mackenzie Multi-Asset Strategies TeamInvestment experience since 2009
Todd Mattina, Ph.D.
Senior Vice-President, Chief Economist, Portfolio Manager, Team Co-Lead
Mackenzie Multi-Asset Strategies TeamInvestment experience since 2001
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Investor Brochure - Mackenzie Global Growth Balanced Fund
pdf
363KB
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Quarterly Fund Review - Mackenzie Global Growth Balanced Fund
pdf
269KB
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Fund Profile (Express) - Mackenzie Global Growth Balanced Fund
pdf
485KB
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Fund Profile (Express) - Mackenzie Global Growth Balanced Fund Series F
pdf
486KB
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Fund Profile - Mackenzie Global Growth Balanced Fund Series PW
pdf
488KB
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Investor page - Balance stability and global opportunity
pdf
358KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
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MRFP – Annual – Mackenzie Global Growth Balanced Fund - mrfp-annual-05937-en.pdf
pdf
1039KB
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Financial Statements – Annual – Mackenzie Global Growth Balanced Fund - fs-annual-05937-en.pdf
pdf
1362KB
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Quarterly Portfolio Disclosure - 1st Quarter – Mackenzie Global Growth Balanced Fund
pdf
66KB
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Financial Statements – Semi-annual – Mackenzie Global Growth Balanced Fund
pdf
1340KB
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MRFP – Semi-annual – Mackenzie Global Growth Balanced Fund
pdf
1841KB
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Quarterly Portfolio Disclosure - 3rd Quarter – Mackenzie Global Growth Balanced Fund
pdf
97KB
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
- Mackenzie Greenchip Global Balanced Fund
- See all Global Balanced
Fund feature page
Learn how this Fund can be a valuable component for the construction of your clients’ portfolios.
Monthly Commentaries
Mackenzie Investments publishes regular commentaries to help advisors make sense of the markets, review the recent performances of funds and anticipate future outlooks. Read the latest monthly commentaries for more information.