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
Key Facts
Portfolio Managers
Paul Musson, CFA
Senior Vice President, Portfolio Manager, Head of Team
Mackenzie Ivy TeamInvestment experience since 1992
Robert McKee, MSc
Vice President, Portfolio Manager
Mackenzie Ivy TeamInvestment experience since 2007
Matt Moody, MBA
Vice President, Portfolio Manager
Mackenzie Ivy TeamInvestment experience since 1999
Hussein Sunderji, MBA
Vice President, Portfolio Manager
Mackenzie Ivy TeamInvestment experience since 2007
Steve Locke, MBA
Senior Vice President, Portfolio Manager, Head of Team
Mackenzie Fixed Income TeamInvestment experience since 1995
Konstantin Boehmer, MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2003
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 Insights: Pay Yourself with Ivy Global Balanced
pdf
1026KB
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Investor Insights: Why Balanced? For returns and risk management
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167KB
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Feature Page - Mackenzie Ivy Global Balanced Fund
pdf
295KB
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Quarterly Commentary - Mackenzie Ivy Global Balanced Fund
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230KB
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Fund Profile – Mackenzie Ivy Global Balanced Fund – Series F
pdf
177KB
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Fund Profile – Mackenzie Ivy Global Balanced Fund
pdf
177KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
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MRFP – Semi-annual – Mackenzie Ivy Global Balanced Fund
pdf
1072KB
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Financial Statements – Semi-annual – Mackenzie Ivy Global Balanced Fund
pdf
682KB
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MRFP – Annual – Mackenzie Ivy Global Balanced Fund
pdf
3865KB
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Financial Statements – Annual – Mackenzie Ivy Global Balanced Fund
pdf
2930KB
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Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Ivy Global Balanced Fund
pdf
87KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Ivy Global Balanced Fund
pdf
160KB
Other Global Balanced
- Mackenzie Global Diversified Balanced Fund
- Mackenzie Global Strategic Income Fund
- Mackenzie Private Global Conservative Income Balanced Pool
- Mackenzie USD Global Strategic Income Fund
- Mackenzie Global Sustainability and Impact Balanced Fund
- Mackenzie Private Global Income Balanced Pool
- Mackenzie Global Growth Balanced Fund
- Mackenzie Ivy Global Balanced Class
- See all Global 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.