Mackenzie Private Income Balanced Pool
Why invest in this fund?
- Access to a broad range of income-producing asset classes in Canada and globally.
- Maintains the overall credit quality of the fixed-income exposure at investment grade.
- Dividends from quality companies across sectors and countries are a key driver of overall equity growth.
- A 4% fixed rate distribution 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
Todd Mattina, Ph.D.
Senior Vice-President, Chief Economist, Portfolio Manager, Team Co-Lead
Mackenzie Multi-Asset Strategies TeamInvestment experience since 2001
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
= Login required for access
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Private Wealth Pools - Investor Guide
pdf
9777KB
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Fund Profile – Mackenzie Private Income Balanced Pool – Series F
pdf
170KB
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Fund Profile – Mackenzie Private Income Balanced Pool
pdf
170KB
Regulatory Documents
= Login required for access
- Fund Facts
- Prospectus & Annual Information Form
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Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Private Income Balanced Pool
pdf
92KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Private Income Balanced Pool
pdf
64KB
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Financial Statements – Semi-annual – Mackenzie Private Income Balanced Pool
pdf
1081KB
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Financial Statements – Annual – Mackenzie Private Income Balanced Pool
pdf
683KB
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MRPF – Annual – Mackenzie Private Income Balanced Pool
pdf
577KB
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MRFP – Semi-annual – Mackenzie Private Income Balanced Pool
pdf
857KB
Other Canadian Balanced
- Mackenzie Strategic Income Fund
- Mackenzie Cundill Canadian Balanced Fund
- Mackenzie Ivy Canadian Balanced Class
- Mackenzie Canadian Growth Balanced Fund
- Mackenzie Ivy Canadian Balanced Fund
- Mackenzie Income Fund
- Mackenzie Canadian Growth Balanced Class
- Mackenzie Strategic Income Class
- Mackenzie Private Income Balanced Pool Class
- See all Canadian 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.