Asset Class Canadian Balanced

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 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 Canadian Balanced