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 Mackenzie Betterworld are two strong teams partnering together to provide a balanced SRI investment solution
Formerly 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 TeamInvestment experience since 1994

Konstantin Boehmer, MBA
SVP, Co-Lead of Fixed Income Team, Head of Global Macro, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2003

Felix Wong, MBA, CFA
VP, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 1988

Andrew Simpson, CFA
Senior Vice President, Portfolio Manager, Head of Team
Mackenzie Betterworld TeamPerformance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Fund Profiles - Mackenzie Global Sustainable Balanced Fund pdf 492KB
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Fund Profiles - Mackenzie Global Sustainable Balanced Fund Series F pdf 492KB
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Looking for stable growth in the ESG space? You've found it. pdf 233KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Global Sustainable Balanced Fund pdf 77KB
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MRFP – Semi-annual – Mackenzie Global Sustainable Balanced Fund pdf 1532KB
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MRFP – Annual – Mackenzie Global Sustainable Balanced Fund pdf 1276KB
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Financial Statements – Annual – Mackenzie Global Sustainable Balanced Fund pdf 1389KB
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Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Global Sustainable Balanced Fund pdf 68KB
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Financial Statements – Semi-annual – Mackenzie Global Sustainable Balanced Fund pdf 1585KB
Other Global Balanced
- Mackenzie USD Global Strategic Income Fund
- Mackenzie Private Global Income Balanced Pool
- Mackenzie Global Growth Balanced Fund
- Mackenzie Global Strategic Income Fund
- Mackenzie Global Diversified Balanced Fund
- Mackenzie Ivy Global Balanced Fund
- Mackenzie Greenchip Global Environmental Balanced Fund
- Mackenzie ChinaAMC Multi-Asset Fund
- Mackenzie Maximum Diversification Global Multi-Asset Fund
- Mackenzie North American Balanced Fund
- See all Global Balanced