Asset Class Canadian Balanced

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

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

Commentary

Quarterly Commentaries

Read the latest Mackenzie Team commentaries to learn about their analysis of key market risks and opportunities. For select funds, quarterly reviews of performance and market conditions are also available.
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Commentary

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.
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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
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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
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Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Regulatory Documents

Other Canadian Balanced