Asset Class Canadian Balanced

Mackenzie Strategic Income Class

Why invest in this fund?

  • Invests in a diverse portfolio of primarily income producing securities with the aim of providing a superior risk/return profile across all market environments
  • Shifts across and within asset classes offering flexibility that seeks to maximize value for risk
  • Managed by well-tenured equity and fixed income teams

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

Steve Locke, MBA, CFA

SVP, CIO of Fixed Income and Multi-Asset Strategies, Co-Lead of Fixed Income Team

Mackenzie Fixed Income Team

Investment experience since 1994

Dan Cooper, CFA

SVP, Head of Credit, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 1997

Movin Mokbel, MBA, CFA

VP, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 1998

Martin Downie, CFA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie North American Equities Team

Investment experience since 1984

Tim Johal, CFA

Vice President, Portfolio Manager

Mackenzie North American Equities Team

Investment experience since 2000

Darren McKiernan, CFA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Global Equity & Income Team

Investment experience since 1995

Performance

Portfolio

Codes & Fees

Historical Data