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Mackenzie Strategic Income PWX

MFC6064
15.79
+0.02
+0.12%
2017-10-20
5 Years
  • Previous Close

    15.77

  • Net Assets

    6.23M

  • Yield

    3.96%

  • 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 Blend

The Fund seeks long-term capital growth and income by investing primarily in fixed-income and/or income-oriented equities issued anywhere in the world, although it currently invests primarily in North America. Depending on economic conditions and relative valuations by the Fund’s portfolio managers, the Fund will generally invest 30% to 70% of its assets in each of equity and fixed-income securities, but may invest up to 100% of its assets in either asset class.

Purchase Information

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

Inception

2013-10-07

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