Mackenzie Income Fund
Why invest in this fund?
- Seeks to provide investors with a stable income stream and long-term capital appreciation through yield-focused investment strategies
- Diversifies across a broad investment universe utilizing a core plus* approach to fixed income and dividend- paying equities selection
- Strives to preserve capital and generate superior risk-adjusted returns
*Core plus fixed income encompasses all fixed income products including both securitized and non-securitized loans including floating rate loans and high yield debt
Key Facts
Portfolio Managers
Steve Locke MBA
Senior Vice President, Portfolio Manager, Head of Team
Mackenzie Fixed Income TeamInvestment experience since 1995
Felix Wong MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 1988
Konstantin Boehmer MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2003
Dan Cooper CFA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2003
Movin Mokbel MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2000
Martin Downie CFA
Senior Vice President, Portfolio Manager, Head of Team
Mackenzie North American Equities TeamInvestment experience since 1984
Tim Johal CFA
Vice President, Portfolio Manager
Mackenzie North American Equities TeamInvestment experience since 2000
Darren McKiernan CFA
Senior Vice President, Portfolio Manager, Head of Team
Mackenzie Global Equity & Income TeamInvestment experience since 1995
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Q3 Commentary – Mackenzie Fixed Income Team
pdf
168KB
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Q1 Commentary – Mackenzie Fixed Income Team
pdf
66KB
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Q4 Commentary – Mackenzie Fixed Income Team
pdf
74KB
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Q2 Commentary – Mackenzie Fixed Income Team
pdf
143KB
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Fund Profile – Mackenzie Income Fund
pdf
176KB
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Fund Profile – Mackenzie Income Fund – Series F
pdf
177KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Income Fund
pdf
59KB
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MRFP – Annual – Mackenzie Income Fund
pdf
641KB
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MRFP – Semi-annual – Mackenzie Income Fund
pdf
571KB
Other Canadian Balanced
- Mackenzie Strategic Income Fund
- Mackenzie Cundill Canadian Balanced Fund
- Mackenzie Private Income Balanced Pool Class
- Mackenzie Private Income Balanced Pool
- Mackenzie Ivy Canadian Balanced Class
- Mackenzie Canadian Growth Balanced Fund
- Mackenzie Ivy Canadian Balanced Fund
- Mackenzie Canadian Growth Balanced Class
- Mackenzie Strategic Income Class
- Mackenzie Canadian Balanced Fund
- See all Canadian Balanced
Q1 Commentary – Mackenzie Fixed Income Team
Read Mackenzie Fixed Income Team’s latest commentary to learn about their analysis of key market risks and opportunities.
May 17, 2019Q4 Commentary – Mackenzie Fixed Income Team
Read Mackenzie Fixed Income Team’s latest commentary to learn about their analysis of key market risks and opportunities.
February 06, 2019Q3 Commentary – Mackenzie Fixed Income Team
Read Mackenzie Fixed Income Team’s latest commentary to learn about their analysis of key market risks and opportunities.
November 12, 2018Q2 Commentary – Mackenzie Fixed Income Team
Read Mackenzie Fixed Income Team’s latest commentary to learn about their analysis of key market risks and opportunities.
August 13, 2018