Asset Class Global Balanced

Mackenzie Greenchip Global Balanced Fund

Why invest in this fund?

  • Pioneering environmental-themed balanced fund containing green economy equities and green bonds. 
  • Environmental sector equities generally experience less analyst coverage and may offer an investment opportunity to benefit from underpriced stocks.
  • Green bonds are at the forefront of building a sustainable future, from renewable energy to sustainable agriculture. 
  • The global energy transition from fossil fuels to renewable power has the potential to create investment opportunities that bring a positive impact without sacrificing returns.

Key Facts

Portfolio Managers

Konstantin Boehmer, MBA

Senior Vice President, co-Lead of the Fixed Income Team & Head of Global Macro and Quantitative Analytics

Mackenzie Fixed Income Team

Investment experience since 2003

Steve Locke, MBA, CFA

Senior Vice President, CIO Fixed Income and Multi-Asset Strategies, Co-Lead of the Fixed Income Team

Mackenzie Fixed Income Team

Investment experience since 1995

John A. Cook

John A. Cook, CIM

Senior Vice President, Portfolio Manager and Investor Engagement, Team Co-Lead

Mackenzie Greenchip Team

Investment experience since 1991

Gregory Payne

Gregory Payne, PhD, CFA

Senior Vice-President, Portfolio Manager, Team Co-Lead

Mackenzie Greenchip Team

Investment experience since 1999

Nelson Arruda, CFA

Senior Vice President, Portfolio Manager, Team Co-Lead

Mackenzie Multi-Asset Strategies Team

Investment experience since 2009

Todd Mattina, Ph.D.

Senior Vice-President, Chief Economist, Portfolio Manager, Team Co-Lead 

Mackenzie Multi-Asset Strategies Team

Investment experience since 2001

Commentary

Performance

Portfolio

Codes & Fees

Historical Data