Asset Class Global Balanced

Mackenzie Ivy Global Balanced Fund

Why invest in this fund?

  • Seeks to provide long-term growth of capital by investing mainly in a select group of high-quality multi-national businesses and utilizing a core plus** approach to fixed income selection
  • Avoids passing fads in favour of the 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

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Key Facts

Portfolio Managers

Paul Musson, CFA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Ivy Team

Investment experience since 1992

Robert McKee, MSc

Vice President, Portfolio Manager

Mackenzie Ivy Team

Investment experience since 2007

Matt Moody, MBA

Vice President, Portfolio Manager

Mackenzie Ivy Team

Investment experience since 1999

Hussein Sunderji, MBA

Vice President, Portfolio Manager

Mackenzie Ivy Team

Investment experience since 2007

Jason Miller, MBA

Associate Portfolio Manager

Mackenzie Ivy Team

Investment experience since 2008

Steve Locke, MBA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Fixed Income Team

Investment experience since 1995

Konstantin Boehmer, MBA

Vice President, 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

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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Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Regulatory Documents

Other Global Balanced