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
  • Mackenzie Fixed Income Team and equity sub-advisor Rockefeller Asset Management are two strong teams partnering together to provide a balanced SRI investment solution 

Key Facts

Portfolio Managers

Steve Locke, MBA, CFA

SVP, CIO of Fixed Income and Multi-Asset Strategies, Co-Lead of Fixed Income Team

Mackenzie Fixed Income Team

Investment experience since 1994

Konstantin Boehmer, MBA

SVP, Co-Lead of Fixed Income Team, Head of Global Macro, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 2003

Felix Wong, MBA, CFA

VP, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 1988

David P. Harris, MBA, CFA

Chief Investment Officer, Senior Portfolio Manager and Managing Director

Rockefeller & Co.

Investment experience since 1991

Michael Seo, CFA

Portfolio Manager, Director of Equity Research and Managing Director

Rockefeller & Co.

Investment experience since 1999

Commentary

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.

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.

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.

Performance

Portfolio

Codes & Fees

Historical Data