Balanced Funds

Mackenzie’s boutique investment management structure is well suited for creating and managing balanced funds that can meet a broad range of investor’s needs.

Equity boutiques 

We have several independent equity teams with a proven background in managing assets according to their own disciplined investment process and specific areas of expertise.

Learn more >

Fixed income specialists

The Mackenzie Fixed Income Team actively manages a diverse array of fixed income strategies that complement equity exposure in a well-diversified portfolio.

Learn more >

Sophisticated asset allocation

The Mackenzie Multi-Asset Strategies Team takes a pension-style approach to managing and balancing assets in a portfolio with the objective of generating optimal returns and mitigating risk.

Learn more >

View our balanced funds

Mackenzie offers global and Canadian and income balanced funds that seek growth and income while managing for volatility. Each portfolio benefits from our deep investment and asset allocation expertise.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.