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Mackenzie Canadian Balanced PW

MFC6114
10.66
+0.03
+0.30%
2017-10-16
5 Years
  • Previous Close

    10.63

  • Net Assets

    4.52M

  • Yield

    0.80%

  • Front load

    None

  • Expenses

    -

  • Category

    Canadian Neutral Balanced

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

Mackenzie Investments

Fund Style

Open

Fund Manager

Steve Locke

Investment Style

Large Growth

The Fund seeks long-term capital growth by investing primarily in mid- to large-capitalization Canadian equities and fixed-income securities. The Fund’s asset mix will generally range between 40–60% equities and 40–60% fixed-income securities and cash and cash equivalents. It may hold up to 40% of its assets in foreign investments.

Purchase Information

Initial Purchase 100,000
Initial Purchase: IRA 100,000
Initial Purchase: AIP 50

Inception

2013-12-09

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