Asset Class Global Balanced

Mackenzie Private Global Income Balanced Pool

Why invest in this fund?

  • Diversified global exposure to primarily investment-grade fixed income and the equities of quality, dividend-paying companies across sectors and countries.
  • Minimum weighted average credit quality is “A-” or higher. This allows access to global investment-grade opportunities during different points in economic cycles to generate potentially higher total returns while maintaining a low risk profile.
  • 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

Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Regulatory Documents

Other Global Balanced