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

Senior Vice President, CIO Fixed Income and Multi-Asset Strategies, Co-Lead of the Fixed Income Team

Mackenzie Fixed Income Team

Investment experience since 1995

Konstantin Boehmer, MBA

Senior Vice President, co-Lead of the Fixed Income Team & Head of Global Macro and Quantitative Analytics

Mackenzie Fixed Income Team

Investment experience since 2003

Felix Wong, MBA, CFA

Vice President, 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.

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