Mackenzie Unconstrained Fixed Income Fund
Why invest in this fund?
- Targets positive returns over a market cycle
- Designed for investors who want an investment to diversify a portfolio of traditional funds
- Uses an active derivatives strategy to seek to reduce volatility
Key Facts
Portfolio Managers
Steve Locke, MBA
Senior Vice President, Portfolio Manager, Head of Team
Mackenzie Fixed Income TeamInvestment experience since 1995
Dan Cooper, CFA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2003
Konstantin Boehmer, MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2003
Movin Mokbel, MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2000
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Investor Brochure: Fixed Income Capabilities
pdf
2349KB
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Investor Brochure: Fixed Income Strategies
pdf
775KB
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Investor page - Income stability with downside risk mitigation
pdf
260KB
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Whitepaper – The Looming Pension Crisis: Why it Matters and How to Prepare
pdf
452KB
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Feature Page - Mackenzie Unconstrained Fixed Income Fund
pdf
404KB
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Whitepaper - The Looming Pension Crisis Part II: Government Pension Plans
pdf
205KB
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Whitepaper - The Looming Pension Crisis Part III: U.S. Public Pension Plans
pdf
364KB
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Fund Profile - Mackenzie Unconstrained Fixed Income Fund Series SC
pdf
486KB
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Fund Profile – Mackenzie Unconstrained Fixed Income Fund – Series F
pdf
488KB
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Quarterly Fund Review - Mackenzie Unconstrained Fixed Income Fund
pdf
463KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Unconstrained Fixed Income Fund
pdf
143KB
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Financial Statements – Semi-annual – Mackenzie Unconstrained Fixed Income Fund
pdf
2146KB
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Financial Statements – Annual – Mackenzie Unconstrained Fixed Income Fund
pdf
2209KB
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MRFP – Annual – Mackenzie Unconstrained Fixed Income Fund
pdf
2801KB
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MRFP – Semi-annual – Mackenzie Unconstrained Fixed Income Fund
pdf
4347KB
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Quarterly Portfolio Disclosure - 3rd Quarter – Mackenzie Unconstrained Fixed Income Fund
pdf
128KB
Fund feature page
Learn how this Fund can be a valuable component for the construction of your clients’ portfolios.
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.