Asset Class Global Balanced

Mackenzie Global Sustainability and Impact Balanced Fund

Why invest in this fund?

  • Seeks to invest in fixed income and equity securities anywhere in the world by selecting from companies and countries that are willing to engage in or have incorporated strategies to improve environmental, social, or governance factors (ESG).
  • Integration of ESG factors into investment analysis aims to generate competitive risk-adjusted returns while supporting societal or environmental change.
  • Exclusive partnership between the Mackenzie Fixed Income Team and equity sub-advisor Rockefeller & Co. enables sustainable and responsible investing to be available in a balanced solution.

Key Facts

Portfolio Managers

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

David P. Harris CFA

Chief Investment Officer and Managing Director

Rockefeller & Co.

Investment experience since 1991

Jimmy C. Chang CFA

Chief Investment Strategist, Senior Portfolio Manager and Managing Director

Rockefeller & Co.

Investment experience since 1994

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.

Q1 Commentary - Rockefeller & Co

Q1 Commentary 2019 - Rockefeller & Co

min read May 17, 2019

Can energy companies be SRI compliant?

Meredith Block, Head ESG analyst at Rockefeller, shares the criteria that guide the investment selection strategy in a sector facing disruption.

August 29, 2018

Building partnerships and portfolios

Meredith Block, Head ESG analyst at Rockefeller, explains how they engage with holdings to help them become best-in-class performers.

August 23, 2018

ESG. The pillars. The process.

Meredith Block, Head ESG analyst at Rockefeller, introduces the process and the four pillars that Rockefeller focuses on when considering a holding for their portfolio.

August 07, 2018

Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Regulatory Documents