Asset Class Global Balanced

Why invest in this fund?

  • Seeks to invest in fixed income and equity securities anywhere in the world by selecting from companies and countries that are willing to engage in or have incorporated strategies to improve environmental, social, or governance factors (ESG)
  • Integration of ESG factors into investment analysis aims to generate competitive risk-adjusted returns while supporting societal or environmental change
  • Mackenzie Fixed Income Team and Mackenzie Betterworld are two strong teams partnering together to provide a balanced SRI investment solution

Formerly known as Mackenzie Global Sustainability and Impact Balanced Fund.

Key Facts

Asset Class

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Portfolio Managers

Konstantin Boehmer, MBA

SVP, Head of Fixed Income, Portfolio Manager

Investment experience since 2003

Mackenzie Fixed Income Team

Felix Wong, MBA, CFA

VP, Portfolio Manager

Investment experience since 1988

Mackenzie Fixed Income Team

Andrew Simpson, CFA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Betterworld 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 and Fees

More Advisor Information
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Historical Data

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Periodic Distributions