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, CFA
Senior Vice President, CIO Fixed Income and Multi-Asset Strategies, Co-Lead of the Fixed Income Team
Mackenzie Fixed Income TeamInvestment experience since 1995
Felix Wong, MBA, CFA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 1988
Konstantin Boehmer, MBA
Senior Vice President, co-Lead of the Fixed Income Team & Head of Global Macro and Quantitative Analytics
Mackenzie Fixed Income TeamInvestment experience since 2003
Dan Cooper, CFA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2003
Movin Mokbel, MBA, CFA
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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Feature Page - Mackenzie Income Fund
pdf
182KB
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Investor Brochure - Mackenzie Strategic Income Suite of Funds
pdf
381KB
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Quarterly Commentary - Mackenzie Income Fund
pdf
233KB
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Investor page - A conservative core holding for growth and steady income
pdf
319KB
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Fund Profile – Mackenzie Income Fund – Series F
pdf
496KB
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Fund Profile – Mackenzie Income Fund
pdf
495KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
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MRFP – Annual – Mackenzie Income Fund
pdf
1123KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Income Fund
pdf
110KB
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MRFP – Semi-annual – Mackenzie Income Fund
pdf
1112KB
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Financial Statements – Semi-Annual – Mackenzie Income Fund
pdf
1936KB
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Financial Statements – Annual – Mackenzie Income Fund
pdf
2078KB
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Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Income Fund
pdf
71KB
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
- See all Canadian 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.