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

Commentary

Quarterly Commentaries

Read the latest Mackenzie Team commentaries to learn about their analysis of key market risks and opportunities. For select funds, quarterly reviews of performance and market conditions are also available.
Commentary

Monthly Commentaries

Mackenzie Investments publishes regular commentaries to help advisors make sense of the markets, review the recent performances of funds and anticipate future outlooks. Read the latest monthly commentaries for more information.

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