Mackenzie USD Ultra Short Duration Income Fund
Why invest in this fund?
- Aims to generate income in U.S. dollars through a high-quality portfolio with a minimum average credit quality of A- (10% limit on High Yield) and an emphasis on capital preservation
- In today’s complex bond market, the Fund’s experienced manager will actively manage duration between 0 and 1.5 years, limiting market risk through modern portfolio strategies, pursuing capital preservation and maintaining liquidity
- 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
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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Whitepaper - The Looming Pension Crisis Part II: Government Pension Plans pdf 205KB
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Whitepaper – The Looming Pension Crisis: Why it Matters and How to Prepare pdf 452KB
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Fund Profile – Mackenzie USD Ultra Short Duration Income Fund – Series F pdf 175KB
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Fund Profile - Mackenzie USD Ultra Short Duration Income Fund Series SC pdf 175KB
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Whitepaper - The Looming Pension Crisis Part III: U.S. Public Pension Plans pdf 364KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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Quarterly Portfolio Disclosure - 3rd Quarter – Mackenzie USD Ultra Short Duration Income Fund pdf 64KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie USD Ultra Short Duration Income Fund pdf 123KB
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Financial Statements – Semi-annual – Mackenzie USD Ultra Short Duration Income Fund pdf 303KB
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Financial Statements – Annual – Mackenzie USD Ultra Short Duration Income Fund pdf 1076KB
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MRPF – Annual – Mackenzie USD Ultra Short Duration Income Fund pdf 519KB
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MRFP – Semi-annual – Mackenzie USD Ultra Short Duration Income Fund pdf 492KB
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.