Asset Class Managed Assets

Why invest in this fund?

  • Balanced portfolio focused on preserving capital
  • Seeks a steady income stream with some growth potential
  • Diversification that strives to deliver lower volatility

Key Facts

Portfolio Managers

Andrea Hallett, CFA

Vice President, Portfolio Manager

Mackenzie Multi-Asset Strategies Team

Investment experience since 1998

Nelson Arruda, MFin., MSc., CFA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Multi-Asset Strategies Team

Investment experience since 2010

Performance

Portfolio

Sustainability Characteristics

Codes & Fees

Historical Data

Resources

Fund Materials

Regulatory Documents