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 TeamInvestment experience since 2009
Andrea Hallett, CFA
Vice President, Portfolio Manager
Mackenzie Multi-Asset Strategies TeamInvestment experience since 1998
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Private Wealth Pools - Investor Guide
pdf
9777KB
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Fund Profile – Mackenzie Private Global Income Balanced Pool
pdf
170KB
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Fund Profile – Mackenzie Private Global Income Balanced Pool – Series F
pdf
170KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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MRPF – Annual – Mackenzie Private Global Income Balanced Pool
pdf
512KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Private Global Income Balanced Pool
pdf
63KB
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MRFP – Semi-annual – Mackenzie Private Global Income Balanced Pool
pdf
375KB
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Financial Statements – Semi-annual – Mackenzie Private Global Income Balanced Pool
pdf
209KB
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Financial Statements – Annual – Mackenzie Private Global Income Balanced Pool
pdf
416KB
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Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Private Global Income Balanced Pool
pdf
92KB
Other Global Balanced
- Mackenzie Global Diversified Balanced Fund
- Mackenzie Global Strategic Income Fund
- Mackenzie Ivy Global Balanced Fund
- Mackenzie Private Global Conservative Income Balanced Pool
- Mackenzie USD Global Strategic Income Fund
- Mackenzie Global Sustainability and Impact Balanced Fund
- Mackenzie Global Growth Balanced Fund
- Mackenzie Ivy Global Balanced Class
- See all Global Balanced
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.