Mackenzie Ivy Canadian Balanced Fund
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
- Downside protection in volatile markets 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
Key Facts
Portfolio Managers
Paul Musson, CFA
Senior Vice President, Portfolio Manager, Head of Team
Mackenzie Ivy TeamInvestment experience since 1992
Graham Meagher, CFA
Vice President, Portfolio Manager
Mackenzie Ivy TeamInvestment experience since 1999
James Morrison, MBA
Vice President, Portfolio Manager
Mackenzie Ivy TeamInvestment experience since 2005
Steve Locke, MBA
Senior Vice President, Portfolio Manager, Head of Team
Mackenzie Fixed Income TeamInvestment experience since 1995
Felix Wong, MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 1988
Konstantin Boehmer, MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2003
Dan Cooper, CFA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2003
Movin Mokbel, MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2000
Nelson Arruda, CFA
Senior Vice President, Portfolio Manager, Team Co-Lead
Mackenzie Multi-Asset Strategies TeamInvestment experience since 2009
Todd Mattina, Ph.D.
Senior Vice-President, Chief Economist, Portfolio Manager, Team Co-Lead
Mackenzie Multi-Asset Strategies TeamInvestment experience since 2001
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Fund Insight: Mackenzie Ivy Canadian Balanced Fund/Class
pdf
1016KB
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Fund Profile - Mackenzie Ivy Canadian Balanced Fund Series F
pdf
177KB
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Fund Profile – Mackenzie Ivy Canadian Balanced Fund
pdf
177KB
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Quarterly Commentary - Mackenzie Ivy Canadian Balanced Fund
pdf
237KB
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Investor Insights: Why Balanced? For returns and risk management
pdf
167KB
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Investor Brochure – Mackenzie Ivy Canadian Balanced Fund
pdf
280KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
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Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Ivy Canadian Balanced Fund
pdf
93KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Ivy Canadian Balanced Fund
pdf
123KB
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Financial Statements – Semi-annual – Mackenzie Ivy Canadian Balanced Fund
pdf
1887KB
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Financial Statements – Annual – Mackenzie Ivy Canadian Balanced Fund
pdf
2059KB
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MRFP – Annual – Mackenzie Ivy Canadian Balanced Fund
pdf
2796KB
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MRFP – Semi-annual – Mackenzie Ivy Canadian Balanced Fund
pdf
1247KB
Other Canadian Balanced
- Mackenzie Strategic Income Fund
- Mackenzie Cundill Canadian Balanced Fund
- Mackenzie Ivy Canadian Balanced Class
- Mackenzie Canadian Growth Balanced Fund
- Mackenzie Income Fund
- Mackenzie Canadian Growth Balanced Class
- Mackenzie Strategic Income Class
- Mackenzie Private Income Balanced Pool
- Mackenzie Private Income Balanced Pool Class
- See all Canadian Balanced
Fund feature page
Learn how this Fund can be a valuable component for the construction of your clients’ portfolios.
Monthly Commentaries
Mackenzie Investments publishes regular commentaries to help advisors make sense of the markets, review the recent performances of funds and anticipate future outlooks. Read the latest monthly commentaries for more information.