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 TeamInvestment experience since 1995
Konstantin Boehmer, MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2003
Felix Wong, MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment 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
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, 2018Building 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, 2018ESG. 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, 2018Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Whitepaper - The Looming Pension Crisis Part III: U.S. Public Pension Plans
pdf
364KB
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Whitepaper - The Looming Pension Crisis Part II: Government Pension Plans
pdf
205KB
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Whitepaper – The Looming Pension Crisis: Why it Matters and How to Prepare
pdf
452KB
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Fund Profile (Express) – Mackenzie Global Sustainability and Impact Balanced Fund – Series F
pdf
175KB
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Fund Profile (Express) – Mackenzie Global Sustainability and Impact Balanced Fund
pdf
175KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
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Financial Statements – Semi-annual – Mackenzie Global Sustainability and Impact Balanced Fund
pdf
558KB
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MRFP – Semi-annual – Mackenzie Global Sustainability and Impact Balanced Fund
pdf
918KB
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Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Global Sustainability and Impact Balanced Fund
pdf
105KB
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Financial Statements – Annual – Mackenzie Global Sustainability and Impact Balanced Fund
pdf
2175KB
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MRFP – Annual – Mackenzie Global Sustainability and Impact Balanced Fund
pdf
1324KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Global Sustainability and Impact Balanced Fund
pdf
129KB
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 Global Growth Balanced Fund
- Mackenzie Ivy Global Balanced Class
- Mackenzie USD Global Strategic Income 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.