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

Senior Vice President, Portfolio Manager, Team Co-Lead

Mackenzie Multi-Asset Strategies Team

Investment experience since 2009

Commentary

Commentary

Quarterly Commentaries

Read the latest Mackenzie Team commentaries to learn about their analysis of key market risks and opportunities. For select funds, quarterly reviews of performance and market conditions are also available.
Commentary

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.

Performance

Portfolio

Codes & Fees

Historical Data