Asset Class Global Balanced

Why invest in this fund?

  • Global growth through disciplined, high-quality equity and fixed income security selection
  • Optimized portfolio that aims to maximize risk-adjusted returns
  • Highly experienced teams with proven track records 

Key Facts

Asset Class

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Portfolio Managers

David Arpin, MA, CFA

Senior Vice President, Portfolio Manager, Team Co-Lead

Mackenzie Bluewater Team

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

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 & Fees

More Advisor Information
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Historical Data

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Periodic Distributions