Asset Class Canadian Balanced

Mackenzie Ivy Canadian Balanced Class

Why invest in this fund?

  •  Seeks to provide long-term growth of capital by investing mainly in the equities of high-quality Canadian-based businesses and utilizing a core plus* approach to fixed income selection
  • Avoids passing fads in favour of disciplined acquisitions of undervalued businesses
  • Preservation of capital is the hallmark of the Fund’s investment approach

*Core plus fixed income encompasses all fixed income products including both securitized and non-securitized loans including floating rate loans and high yield debt

Ivy Quarterly Review

Key Facts

Portfolio Managers

Paul Musson CFA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Ivy Team

Investment experience since 1992

Graham Meagher CFA

Vice President, Portfolio Manager

Mackenzie Ivy Team

Investment experience since 1999

James Morrison MBA

Vice President, Portfolio Manager

Mackenzie Ivy Team

Investment experience since 2005

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

Nelson Arruda CFA

Vice President, Portfolio Manager

Mackenzie Multi-Asset Strategies Team

Investment experience since 2009

Commentary

Q1 Commentary – Mackenzie Ivy Team

Read Mackenzie Ivy Team’s latest commentary to learn about their analysis of key market risks and opportunities.

May 17, 2019

Q1 Commentary – Mackenzie Fixed Income Team

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

May 17, 2019

Q4 Commentary – Mackenzie Fixed Income Team

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

February 06, 2019

Q4 Commentary – Mackenzie Ivy Team

Read Mackenzie Ivy Team’s latest commentary to learn about their analysis of key market risks and opportunities.

February 06, 2019

Q3 Commentary – Mackenzie Ivy Team

Read Mackenzie Ivy Team’s latest commentary to learn about their analysis of key market risks and opportunities.

November 12, 2018

Q3 Commentary – Mackenzie Fixed Income Team

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

November 12, 2018

Q2 Commentary – Mackenzie Ivy Team

Read Mackenzie Ivy Team’s latest commentary to learn about their analysis of key market risks and opportunities.

August 13, 2018

Q2 Commentary – Mackenzie Fixed Income Team

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

August 13, 2018

Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Regulatory Documents