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

Todd Mattina, Ph.D.

Senior Vice-President, Chief Economist, Portfolio Manager, Team Co-Lead 

Mackenzie Multi-Asset Strategies Team

Investment experience since 2001

Commentary

Performance

Portfolio

Codes & Fees

Historical Data