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
- 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 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
Vice President, Portfolio Manager
Mackenzie Multi-Asset Strategies TeamInvestment experience since 2009
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Ivy Quarterly Report – Third Quarter
pdf
552KB
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Ivy Quarterly Report – Fourth Quarter
pdf
309KB
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Investor Brochure – Mackenzie Ivy Canadian Balanced Fund
pdf
258KB
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Mackenzie Ivy Fund Holdings
pdf
514KB
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Ivy Quarterly Report – First Quarter
pdf
611KB
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Q1 Commentary – Mackenzie Ivy Team
pdf
121KB
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Fund Insight: Mackenzie Ivy Canadian Balanced Fund/Class
pdf
1016KB
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Q1 Commentary – Mackenzie Fixed Income Team
pdf
66KB
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Ivy Quarterly Report – Second Quarter
pdf
496KB
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Investor Insights: Why Balanced? For Performance and Managing Risk.
pdf
913KB
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Fund Profile – Mackenzie Ivy Canadian Balanced Fund
pdf
177KB
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Fund Profile - Mackenzie Ivy Canadian Balanced Fund Series F
pdf
177KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Ivy Canadian Balanced Fund
pdf
58KB
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MRFP – Semi-annual – Mackenzie Ivy Canadian Balanced Fund
pdf
959KB
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Financial Statements – Semi-annual – Mackenzie Ivy Canadian Balanced Fund
pdf
581KB
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MRFP – Annual – Mackenzie Ivy Canadian Balanced Fund
pdf
774KB
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Financial Statements – Annual – Mackenzie Ivy Canadian Balanced Fund
pdf
310KB
Other Canadian Balanced
- Mackenzie Strategic Income Fund
- Mackenzie Cundill Canadian Balanced Fund
- Mackenzie Private Income Balanced Pool Class
- Mackenzie Private Income Balanced Pool
- Mackenzie Ivy Canadian Balanced Class
- Mackenzie Canadian Growth Balanced Fund
- Mackenzie Income Fund
- Mackenzie Canadian Growth Balanced Class
- Mackenzie Strategic Income Class
- See all Canadian Balanced
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, 2019Q1 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