Mackenzie USD Global Tactical Bond Fund
Why invest in this fund?
- Free to roam the global fixed income universe for the best risk-adjusted opportunities by credit quality, duration, interest-rate environment, sector and currency
- Overall average credit quality can vary, but the portfolio manager expects it to remain almost always at BBB or higher
- Primarily exposed to U.S. dollars, whether through U.S. securities or currency management. Also, purchases, redemptions, income distributions and performance reporting in U.S. dollars
Key Facts
Portfolio Managers

Felix Wong, MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 1988

Konstantin Boehmer, MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2003
Commentary
Q1 Commentary – Mackenzie Fixed Income Team
Read Mackenzie Fixed Income Team’s Q1 commentary to learn about their analysis of key market risks and opportunities.
min read May 17, 2019Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Investor Brochure – Mackenzie Global Tactical Income Suite pdf 384KB
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White Paper – The Looming Pension Crisis: Why it Matters and How to Prepare pdf 452KB
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Investor Brochure – Mackenzie U.S. Dollar Funds pdf 137KB
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Is it Time for a New Fixed Income Approach? pdf 196KB
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The Looming Pension Crisis Part II: Government Pension Plans pdf 205KB
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Fund Profile – Mackenzie USD Global Tactical Bond Fund pdf 175KB
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Fund Profile – Mackenzie USD Global Tactical Bond Fund – Series F pdf 175KB
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Q1 Commentary – Mackenzie Fixed Income Team pdf 67KB
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Fund Profile - Mackenzie USD Global Tactical Bond Fund Series SC pdf 175KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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MRPF – Annual – Mackenzie USD Global Tactical Bond Fund pdf 727KB
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Financial Statements – Annual – Mackenzie USD Global Tactical Bond Fund pdf 595KB
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Financial Statements – Semi-annual – Mackenzie USD Global Tactical Bond Fund pdf 237KB
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MRFP – Semi-annual – Mackenzie USD Global Tactical Bond Fund pdf 489KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie USD Global Tactical Bond Fund pdf 69KB
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Quarterly Portfolio Disclosure - 3rd Quarter – Mackenzie USD Global Tactical Bond Fund pdf 62KB
Quarterly Commentaries
Monthly Commentaries