Asset Class Global Balanced

Why invest in this fund?

  • The fund seeks to capture opportunities in China by actively managing exposure to both onshore and offshore listed companies.
  • The fund’s fixed income investments in China bonds provide a counterbalance to equity market risk and offer a potential for a higher yield relative to developed countries.
  • China equity and bond markets have low correlation to developed markets and therefore provide a diversification benefit.

Key Facts

Portfolio Managers

Richard Pan

Head of QFII Investments and International Business; Portfolio Manager

Investment experience since 1998

China Asset Management Co., Ltd.

Qingze Lin

Portfolio Manager

Investment experience since 2014

China Asset Management Co., Ltd.

Frank Zheng

Portfolio Manager, Head of International Fixed Income

Investment experience since 1997

China Asset Management Co., Ltd.

Commentary

Advisor Feature Page - Mackenzie ChinaAMC Multi-Asset Fund

Performance

End value as of

Peer Benchmark End Value as of

Loading

Chart
Line chart with 2 lines.
The chart has 1 X axis displaying Time. Range: to .
The chart has 1 Y axis displaying values. Range: to .
End of interactive chart.
Loading...

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).

Chart
Bar chart with 0 bars.
The chart has 1 X axis displaying categories.
The chart has 1 Y axis displaying values. Range: to .
End of interactive chart.

Portfolio

Major holdings represent 0.00% of the fund as of

Major Holdings

Allocations

Codes & Fees

More Advisor Information
{}

Historical Data

Loading...

Periodic Distributions