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, CFA
VP, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 1988
Performance
Portfolio
Sustainability Characteristics
Codes & Fees
Historical Data
Resources
Fund Materials
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Whitepaper – The Looming Pension Crisis: Why it Matters and How to Prepare pdf 452KB
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Investor Brochure: Fixed Income Strategies pdf 775KB
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Whitepaper - The Looming Pension Crisis Part III: U.S. Public Pension Plans pdf 364KB
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Whitepaper - The Looming Pension Crisis Part II: Government Pension Plans pdf 205KB
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Investor Brochure: Fixed Income Capabilities pdf 1189KB
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Fund Profile - Mackenzie USD Ultra Short Duration Income Fund pdf 500KB
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Fund Profile - Mackenzie USD Ultra Short Duration Income Fund Series F pdf 501KB
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Fund Profile - Mackenzie USD Ultra Short Duration Income Fund pdf 499KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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Financial Statements – Annual – Mackenzie USD Ultra Short Duration Income Fund pdf 997KB
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MRPF – Annual – Mackenzie USD Ultra Short Duration Income Fund pdf 492KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie USD Ultra Short Duration Income Fund pdf 74KB
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Financial Statements – Semi-annual – Mackenzie USD Ultra Short Duration Income Fund pdf 376KB
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MRFP – Semi-annual – Mackenzie USD Ultra Short Duration Income Fund pdf 597KB
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Quarterly Portfolio Disclosure - 3rd Quarter – Mackenzie USD Ultra Short Duration Income Fund pdf 73KB
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