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
- Provides access to the floating rate loan asset class, which can be difficult for retail investors to participate in
NOTE: You can no longer purchase this fund under the US dollar settlement option.
Key Facts
Portfolio Managers

Steve Locke, MBA
Senior Vice President, Portfolio Manager, Head of Team
Mackenzie Fixed Income TeamInvestment experience since 1995

Felix Wong, MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 1988

Dan Cooper, CFA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2003

Konstantin Boehmer, MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2003

Movin Mokbel, MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2000
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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White Paper – The Looming Pension Crisis: Why it Matters and How to Prepare pdf 452KB
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Q1 Commentary – Mackenzie Fixed Income Team pdf 66KB
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The Looming Pension Crisis Part II: Government Pension Plans pdf 205KB
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Is it Time for a New Fixed Income Approach? pdf 196KB
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Fund Profile – Mackenzie Strategic Bond Fund Series A pdf 175KB
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Fund Profile – Mackenzie Strategic Bond Fund – Series F pdf 176KB
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Fund Profile - Mackenzie Strategic Bond Fund Series SC pdf 175KB
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Investor Brochure – Mackenzie Monthly Income Portfolios pdf 1186KB
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Investor Brochure – Mackenzie Monthly Income Portfolios pdf 2308KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
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Financial Statements – Semi-annual – Mackenzie Strategic Bond Fund pdf 247KB
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Financial Statements – Annual – Mackenzie Strategic Bond Fund pdf 306KB
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MRFP – Annual – Mackenzie Strategic Bond Fund pdf 790KB
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MRFP – Semi-annual – Mackenzie Strategic Bond Fund pdf 868KB
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Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Strategic Bond Fund pdf 63KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Strategic Bond Fund pdf 66KB
Q1 Commentary – Mackenzie Fixed Income Team
Read Mackenzie Fixed Income Team’s latest commentary to learn about their analysis of key market risks and opportunities.
May 17, 2019