Asset Class Global Balanced

Mackenzie Ivy Global Balanced Fund

Why invest in this fund?

  • Seeks to provide long-term capital appreciation by investing mainly in a select group of high-quality businesses, utilizing a core plus* approach to fixed income selection
    Aims to protect on the downside while participating in the upside which is the hallmark of the Fund’s investment approach
  • Suitable as a long-term global equity holding with lower-volatility characteristics; downside protection strategies 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

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

All Ivy Quarterly Reports >

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

Matt Moody, MBA, CFA

Vice President, Portfolio Manager

Mackenzie Ivy Team

Investment experience since 1999

Hussein Sunderji, MBA, CFA

Vice President, Portfolio Manager

Mackenzie Ivy Team

Investment experience since 2007

Jason Miller, MBA, CFA

Associate Portfolio Manager

Mackenzie Ivy Team

Investment experience since 2008

Adam Gofton, CFA

Vice President, Portfolio Manager

Mackenzie Ivy Team

Investment experience since 2007

Steve Locke, MBA, CFA

SVP, CIO of Fixed Income and Multi-Asset Strategies, Co-Lead of Fixed Income Team

Mackenzie Fixed Income Team

Investment experience since 1994

Konstantin Boehmer, MBA

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

Mackenzie Fixed Income Team

Investment experience since 2003

Nelson Arruda, CFA

Senior Vice President, Portfolio Manager, Team Co-Lead

Mackenzie Multi-Asset Strategies Team

Investment experience since 2009

Todd Mattina, Ph.D.

Senior Vice-President, Chief Economist, Portfolio Manager, Team Co-Lead 

Mackenzie Multi-Asset Strategies Team

Investment experience since 2001

Commentary

Monthly Commentary - Mackenzie Ivy Global Balanced Fund

Performance

Portfolio

Codes & Fees

Historical Data