Asset Class Canadian Balanced

Why invest in this fund?

  • Conservative asset allocation aims to safeguard capital, provide an income stream and moderate investment growth 
  • The Fund's fixed income investments are mainly in high quality securities but can include higher yielding, lower quality securities 
  • Equity portfolio of quality, dividend paying companies in Canada and globally contribute to the Fund's income stream

*Core plus fixed income encompasses all fixed income products including both securitized and non-securitized loans including floating rate loans and high yield debt

Key Facts

Portfolio Managers

Felix Wong, MBA, CFA

VP, Portfolio Manager

Investment experience since 1988

Mackenzie Fixed Income Team

Konstantin Boehmer, MBA

SVP, Head of Fixed Income, Portfolio Manager

Investment experience since 2003

Mackenzie Fixed Income Team

Dan Cooper, CFA

SVP, Head of Credit, Portfolio Manager

Investment experience since 1997

Mackenzie Fixed Income Team

Movin Mokbel, MBA, CFA

VP, Portfolio Manager

Investment experience since 1998

Mackenzie Fixed Income Team

Tim Johal, CFA

Vice President, Portfolio Manager

Investment experience since 2000

Mackenzie North American Equity & Income Team

Darren McKiernan, CFA

Senior Vice President, Portfolio Manager, Head of Mackenzie Global Equity & Income Team

Investment experience since 1995

Mackenzie Global Equity & Income Team

Performance

End value as of

Peer Benchmark End Value as of

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Calendar Year Returns % in CAD

As of

Fund performance is not available for funds with a history of less than one calendar year (January 1-December 31).

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Portfolio

Major holdings represent 0.00% of the fund as of

Major Holdings

Allocations

Codes & Fees

More Advisor Information
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Historical Data

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Periodic Distributions