Asset Class Global Balanced

Mackenzie Inflation-Focused Fund

Why invest in this fund?

  • The tactically managed Fund seeks to provide long-term capital appreciation by investing in a mix of equity and fixed income securities anywhere in the world which are expected to be collectively resilient to inflation
  • An inflation-focused fund provides an opportunity to add exposure to areas of the market that may perform better in high inflation, which have often been underweight in client portfolios
  • The team’s macro-economic focus and commodity expertise assist them in tactically managing through periods when inflation poses the most harm to your portfolio

Key Facts

Portfolio Managers

Benoit Gervais, MSc, CFA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Resource Team

Investment experience since 2001

Onno Rutten, MSc, MBA

Vice President, Portfolio Manager

Mackenzie Resource Team

Investment experience since 2003

Konstantin Boehmer, MBA

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

Mackenzie Fixed Income Team

Investment experience since 2003

Felix Wong, MBA, CFA

VP, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 1988

Commentary

Monthly Commentaries - Mackenzie Inflation-Focused Fund

Performance

Portfolio

Codes & Fees

Historical Data