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

Commentary

Insights

Fund feature page

Learn how this Fund can be a valuable component for the construction of your clients’ portfolios.

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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.

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Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Regulatory Documents

Other Global Balanced