Asset Class Canadian Balanced

Why invest in this fund?

  • Invests in a diversified portfolio of equities and fixed income securities that are income producing with an aim to deliver superior risk-adjusted returns in all market environments
  • Flexibility to shift across a broad array of fixed income assets including high yielding bonds to build a portfolio that seeks to provides the best value for risk
  • Equity portfolio of quality, dividend paying companies in Canada and globally contribute to the Fund's income stream

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 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

Commentary

Monthly Commentary - Mackenzie Strategic Income Fund

Monthly Commentary - Mackenzie Strategic Income Fund

Performance

Portfolio

Codes & Fees

Historical Data