Asset Class Canadian Balanced

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

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 Team

Investment experience since 1995

Dan Cooper, CFA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 2003

Movin Mokbel, MBA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 2000

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

Commentary

Q1 Commentary – Mackenzie North American Equities Team

Read Mackenzie North American Equities Team’s latest commentary to learn about their analysis of key market risks and opportunities.

May 17, 2019

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

Mackenzie Strategic Income Fund: Asset Allocation Update

Steve Locke believes it’s time for investors to be more selective

March 06, 2014

Performance

Portfolio

Codes & Fees

Historical Data