Asset Class Managed Assets

Mackenzie Balanced ETF Portfolio

Why invest in this fund?

  • Balanced portfolio that invests in fixed income and equity ETFs with the potential for some capital appreciation.
  • Designed to provide a balance of income and long-term capital appreciation.
  • Diversification that strives to deliver lower volatility.

Key Facts

Portfolio Managers

Nelson Arruda, CFA

Vice President, Portfolio Manager

Mackenzie Multi-Asset Strategies Team

Investment experience since 2009

Commentary

Commentary

Quarterly Commentaries

Read the latest Mackenzie Team commentaries to learn about their analysis of key market risks and opportunities. For select funds, quarterly reviews of performance and market conditions are also available.
Commentary

Monthly Commentaries

Mackenzie Investments publishes regular commentaries to help advisors make sense of the markets, review the recent performances of funds and anticipate future outlooks. Read the latest monthly commentaries for more information.

Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Regulatory Documents