Asset Class Global Balanced

Mackenzie Global Sustainable 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 

Formermly known as Mackenzie Global Sustainability and Impact Balanced Fund.

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

Performance

Portfolio

Codes & Fees

Historical Data