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
Key Facts
Portfolio Managers

Nelson Arruda, MFin., MSc., CFA
Senior Vice President, Portfolio Manager, Head of Team
Mackenzie Multi-Asset Strategies TeamInvestment experience since 2010

Andrea Hallett, CFA
Vice President, Portfolio Manager
Mackenzie Multi-Asset Strategies TeamInvestment experience since 1998
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 Income Balanced Pool Series PW pdf 509KB
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Fund Profile - Mackenzie Private Income Balanced Pool Series PWF pdf 508KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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Financial Statements – Annual – Mackenzie Private Income Balanced Pool pdf 269KB
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MRPF – Annual – Mackenzie Private Income Balanced Pool pdf 590KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Private Income Balanced Pool pdf 76KB
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Financial Statements – Semi-annual – Mackenzie Private Income Balanced Pool pdf 360KB
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MRFP – Semi-annual – Mackenzie Private Income Balanced Pool pdf 709KB
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Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Private Income Balanced Pool pdf 76KB