Asset Class Global Balanced

Mackenzie Greenchip Global Environmental Balanced Fund

Why invest in this fund?

  • Pioneering environmental-themed balanced fund containing green economy equities and green bonds. 
  • Environmental sector equities generally experience less analyst coverage and may offer an investment opportunity to benefit from underpriced stocks.
  • Green bonds are at the forefront of building a sustainable future, from renewable energy to sustainable agriculture. 
  • The global energy transition from fossil fuels to renewable power has the potential to create investment opportunities that bring a positive impact without sacrificing returns.

Formerly known as Mackenzie Greenchip Global Balanced fund.

Key Facts

Portfolio Managers

Konstantin Boehmer, MBA

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

Mackenzie Fixed Income Team

Investment experience since 2003

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

John A. Cook

John A. Cook, CIM

Senior Vice President, Portfolio Manager and Investor Engagement, Team Co-Lead

Mackenzie Greenchip Team

Investment experience since 1991

Gregory Payne

Gregory Payne, PhD, CFA

Senior Vice-President, Portfolio Manager, Team Co-Lead

Mackenzie Greenchip Team

Investment experience since 1999

Nelson Arruda, CFA

Senior Vice President, Portfolio Manager, Team Co-Lead

Mackenzie Multi-Asset Strategies Team

Investment experience since 2009

Todd Mattina, Ph.D.

Senior Vice-President, Chief Economist, Portfolio Manager, Team Co-Lead 

Mackenzie Multi-Asset Strategies Team

Investment experience since 2001

Performance

Portfolio

Codes & Fees

Historical Data