Historical Data - Mackenzie Strategic Income Fund Series I MFC3234 | Mackenzie Investments

Mackenzie Strategic Income Fund Series I

Asset Class: Canadian Balanced

Historical Data

    Other Canadian Balanced Funds

    Portfolio Managers

    Steve Locke, MBA, CFA

    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, CFA

    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

    You can no longer purchase this fund under the US dollar settlement option.

    Commissions, trailing commissions, management fees, brokerage fees and expenses may be associated with investment funds. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution, or optional charges or income taxes payable by any security holder that would have reduced returns. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated.

    For changes in the business, operations or affairs of an investment fund, and reorganization or acquisition of assets in an investment fund during the most recent 10 years that could have materially affected the performance of the investment fund, please refer to the "Major Changes During the Last 10 Years” section in the most recent Annual Information Form.

    Mutual Fund US Dollar Settlement Option details.

    Index performance does not include the impact of fees, commissions, and expenses that would be payable by investors in the investment products that seek to track an index.

    The rate of return is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the investment fund or asset allocation service or returns on investment in the investment fund or from the use of the asset allocation service.

    * The blended index is composed of 50% S&P/TSX Composite Index and 50% FTSE Canada Universe Bond Index.