Asset Class Canadian Balanced

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 Team

Investment experience since 1994

Felix Wong, MBA, CFA

VP, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 1988

Konstantin Boehmer, MBA

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

Mackenzie Fixed Income Team

Investment experience since 2003

Dan Cooper, CFA

SVP, Head of Credit, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 1997

Movin Mokbel, MBA, CFA

VP, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 1998

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

Performance

Portfolio

Codes & Fees

Historical Data