Asset Class Global Balanced

Mackenzie Private Global Conservative Income Balanced Pool

Why invest in this fund?

  • The minimum weighted average credit quality is “A-” or higher. This allows access to global investment-grade opportunities during different points in their economic cycles to generate a potentially higher total return while maintaining a low risk profile.
  • Invests in quality, dividend-paying companies across sectors and countries to harness the income and growth potential of dividends worldwide.
  • Offers a 4% fixed rate distribution that is paid monthly.

Key Facts

Portfolio Managers

Nelson Arruda, CFA

Senior Vice President, Portfolio Manager, Team Co-Lead

Mackenzie Multi-Asset Strategies Team

Investment experience since 2009

Andrea Hallett, CFA

Vice President, Portfolio Manager

Mackenzie Multi-Asset Strategies Team

Investment experience since 1998

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.
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.

Performance

Portfolio

Codes & Fees

Historical Data