Asset Class Canadian Balanced

Mackenzie Private Income Balanced Pool

Why invest in this fund?

  • Access to a broad range of income-producing asset classes in Canada and globally.
  • Maintains the overall credit quality of the fixed-income exposure at investment grade. 
  • Dividends from quality companies across sectors and countries are a key driver of overall equity growth.
  • A 4% fixed rate distribution is paid monthly.     

Key Facts

Portfolio Managers

Nelson Arruda, MFin., MSc., CFA

Senior Vice President, Portfolio Manager, Team Co-Lead

Mackenzie Multi-Asset Strategies Team

Investment experience since 2010

Andrea Hallett, CFA

Vice President, Portfolio Manager

Mackenzie Multi-Asset Strategies Team

Investment experience since 1998

Todd Mattina, Ph.D.

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

Mackenzie Multi-Asset Strategies Team

Investment experience since 2002

Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Regulatory Documents

Other Canadian Balanced