Asset Class Canadian Balanced

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 Team

Investment experience since 1995

Felix Wong, MBA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 1988

Konstantin Boehmer, MBA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 2003

Dan Cooper, CFA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 2003

Movin Mokbel, MBA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 2000

Martin Downie, CFA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie North American Equities Team

Investment experience since 1984

Tim Johal, CFA

Vice President, Portfolio Manager

Mackenzie North American Equities Team

Investment experience since 2000

Darren McKiernan, CFA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Global Equity & Income Team

Investment experience since 1995

Commentary

Q1 Commentary – Mackenzie Fixed Income Team

Read Mackenzie Fixed Income Team’s Q1 commentary to learn about their analysis of key market risks and opportunities.

min read May 17, 2019

Performance

Portfolio

Codes & Fees

Historical Data