Mackenzie North American Corporate Bond Fund
Why invest in this fund?
- Invests primarily in non-investment-grade corporate debt which offers higher yields and less interest rate sensitivity than investment-grade bonds
- High yield corporate bonds have historically provided similar returns to equities with less than half the risk
- Fundamental analysis is employed to obtain a yield advantage while trying to limit the fund’s exposure to undue risk
- Maintains a minimum average credit rating of B-
Key Facts
Portfolio Managers
Steve Locke, MBA
Senior Vice President, Portfolio Manager, Head of Team
Mackenzie Fixed Income TeamInvestment experience since 1995
Dan Cooper, CFA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2003
Konstantin Boehmer, MBA
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
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Whitepaper - The Looming Pension Crisis Part III: U.S. Public Pension Plans
pdf
364KB
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Whitepaper - The Looming Pension Crisis Part II: Government Pension Plans
pdf
205KB
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Whitepaper – The Looming Pension Crisis: Why it Matters and How to Prepare
pdf
452KB
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Fund Profile – Mackenzie North American Corporate Bond Fund – Series F
pdf
177KB
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Fund Profile - Mackenzie North American Corporate Bond Fund Series SC
pdf
175KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
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MRFP – Annual – Mackenzie North American Corporate Bond Fund
pdf
733KB
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MRFP – Semi-annual – Mackenzie North American Corporate Bond Fund
pdf
770KB
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Financial Statements – Semi-annual – Mackenzie North American Corporate Bond Fund
pdf
245KB
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Financial Statements – Annual – Mackenzie North American Corporate Bond Fund
pdf
314KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie North American Corporate Bond Fund
pdf
63KB
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Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie North American Corporate Bond Fund
pdf
92KB
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.