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

Graham Meagher, CFA
Vice President, Portfolio Manager
Mackenzie Ivy TeamInvestment experience since 1999

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 pdf 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 pdf 234KB
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Fund Profile – Mackenzie Ivy Global Balanced Fund – Series F pdf 494KB
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Fund Profile – Mackenzie Ivy Global Balanced Fund pdf 494KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
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Financial Statements – Annual – Mackenzie Ivy Global Balanced Fund pdf 2930KB
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MRFP – Annual – Mackenzie Ivy Global Balanced Fund pdf 3865KB
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MRFP – Semi-annual – Mackenzie Ivy Global Balanced Fund pdf 3572KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Ivy Global Balanced Fund pdf 160KB
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Financial Statements – Semi-annual – Mackenzie Ivy Global Balanced Fund pdf 2711KB
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Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Ivy Global Balanced Fund pdf 76KB
Other Global Balanced
- Mackenzie Global Diversified Balanced Fund
- Mackenzie Global Strategic Income Fund
- Mackenzie Private Global Conservative Income Balanced Pool
- Mackenzie Private Global Income Balanced Pool
- Mackenzie Global Growth Balanced Fund
- Mackenzie Ivy Global Balanced Class
- Mackenzie USD Global Strategic Income Fund
- Mackenzie Global Sustainability and Impact Balanced Fund
- 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.