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
Vice President, Portfolio Manager
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
= Login required for access
-
Private Wealth Pools - Investor Guide
pdf
9777KB
-
Fund Profile – Mackenzie Private Income Balanced Pool
pdf
170KB
-
Fund Profile – Mackenzie Private Income Balanced Pool – Series F
pdf
170KB
Regulatory Documents
= Login required for access
- Fund Facts
- Prospectus & Annual Information Form
-
Financial Statements – Annual – Mackenzie Private Income Balanced Pool
pdf
421KB
-
Financial Statements – Semi-annual – Mackenzie Private Income Balanced Pool
pdf
209KB
-
MRPF – Annual – Mackenzie Private Income Balanced Pool
pdf
586KB
-
MRFP – Semi-annual – Mackenzie Private Income Balanced Pool
pdf
440KB
-
Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Private Income Balanced Pool
pdf
63KB
-
Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Private Income Balanced Pool
pdf
59KB
Other Canadian Balanced
- Mackenzie Strategic Income Fund
- Mackenzie Cundill Canadian Balanced Fund
- Mackenzie Private Income Balanced Pool Class
- 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
- See all Canadian Balanced