Mackenzie Strategic Bond Fund
Why invest in this fund?
- Flexible mandate that can invest in a broad range of fixed income asset classes including non-investment-grade instruments
- Exposure to high yield corporate bonds and floating rate loans can provide enhanced yield and protect against rising interest rates
- Value added through longer-term positioning of term-to-maturity, credit selection and yield curve positioning
NOTE: You can no longer purchase this fund under the US dollar settlement option
Key Facts
Portfolio Managers

Steve Locke, MBA, CFA
SVP, CIO of Fixed Income and Multi-Asset Strategies, Co-Lead of Fixed Income Team
Mackenzie Fixed Income TeamInvestment experience since 1994

Felix Wong, MBA, CFA
VP, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 1988

Dan Cooper, CFA
SVP, Head of Credit, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 1997

Konstantin Boehmer, MBA
SVP, Co-Lead of Fixed Income Team, Head of Global Macro, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2003

Movin Mokbel, MBA, CFA
VP, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 1998
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
-
Whitepaper – The Looming Pension Crisis: Why it Matters and How to Prepare pdf 452KB
-
Investor Brochure: Fixed Income Strategies pdf 775KB
-
Whitepaper - The Looming Pension Crisis Part III: U.S. Public Pension Plans pdf 364KB
-
Whitepaper - The Looming Pension Crisis Part II: Government Pension Plans pdf 205KB
-
Investor Brochure: Fixed Income Capabilities pdf 1189KB
-
Quarterly Fund Review - Mackenzie Strategic Bond Fund pdf 229KB
-
Fund Profile - Mackenzie Strategic Bond Fund Series SC pdf 508KB
-
Fund Profile - Mackenzie Strategic Bond Fund Series F pdf 507KB
-
Fund Profile - Mackenzie Strategic Bond Fund pdf 507KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
-
Financial Statements – Annual – Mackenzie Strategic Bond Fund pdf 1979KB
-
MRFP – Annual – Mackenzie Strategic Bond Fund pdf 1207KB
-
Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Strategic Bond Fund pdf 97KB
-
MRFP – Semi-annual – Mackenzie Strategic Bond Fund pdf 1392KB
-
Financial Statements – Semi-annual – Mackenzie Strategic Bond Fund pdf 1811KB
-
Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Strategic Bond Fund pdf 97KB