Asset Class Canadian Balanced

Why invest in this fund?

  • Invests in a diversified portfolio of equities and fixed income securities that are income producing with an aim to deliver superior risk-adjusted returns in all market environments
  • Flexibility to shift across a broad array of fixed income assets including high yielding bonds to build a portfolio that seeks to provides the best value for risk
  • Equity portfolio of quality, dividend paying companies in Canada and globally contribute to the Fund's income stream

NOTE: You can no longer purchase this fund under the US dollar settlement option.

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

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

Nelson Arruda, MFin., MSc., CFA

Senior Vice President, Portfolio Manager, Head of Team

Investment experience since 2010

Mackenzie Multi-Asset Strategies 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