Mackenzie Income Fund
Why invest in this fund?
- Conservative asset allocation aims to safeguard capital, provide an income stream and moderate investment growth
- The Fund's fixed income investments are mainly in high quality securities but can include higher yielding, lower quality securities
- Equity portfolio of quality, dividend paying companies in Canada and globally contribute to the Fund's income stream
*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
SVP, CIO of Fixed Income and Multi-Asset Strategies, Co-Lead of Fixed Income Team
Mackenzie Fixed Income TeamInvestment experience since 1994

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

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

Dan Cooper, CFA
SVP, Head of Credit, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 1997

Movin Mokbel, MBA, CFA
VP, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 1998

Tim Johal, CFA
Vice President, Portfolio Manager
North American Equities TeamInvestment experience since 2000

Darren McKiernan, CFA
Senior Vice President, Portfolio Manager, Head of Mackenzie Global Equity & Income Team
Mackenzie Global Equity & Income TeamInvestment experience since 1995
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Investor Brochure - Mackenzie Strategic Income Suite of Funds pdf 381KB
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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 508KB
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Fund Profile - Mackenzie Income Fund pdf 508KB
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Quarterly Commentary - Mackenzie Income Fund pdf 155KB
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At a Glance – Mackenzie Income Balanced Suite pdf 185KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
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Financial Statements – Annual – Mackenzie Income Fund pdf 2055KB
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MRFP – Annual – Mackenzie Income Fund pdf 1129KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Income Fund pdf 101KB
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Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Income Fund pdf 101KB
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Financial Statements – Semi-Annual – Mackenzie Income Fund pdf 557KB
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MRFP – Semi-annual – Mackenzie Income Fund pdf 1355KB