Asset Class Canadian Balanced

Mackenzie Private Income Balanced Pool Class

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.

Pending Fund Merger – Mackenzie’s Independent Review Committee approved the proposed merger of the corporate class fund into the corresponding trust fund equivalent, effective on or about July 30, 2021. Click here to learn more.

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

Performance

Portfolio

Codes & Fees

Historical Data