Mackenzie Multi-Asset Strategies Team | Mackenzie Investments

Mackenzie Multi-Asset Strategies Team

Awards & Rankings

Latest Insights

Philosophy & Process

The Mackenzie Multi-Asset Strategies Team seeks to generate optimal returns and mitigate risk for investors through a pension-style approach to portfolio asset management.  We seek to build optimal long-term, strategic asset mixes for each portfolio based on investor risk tolerance. When appropriate, we will tactically tilt the portfolios to take advantage of asset mispricings or to changing market conditions. We also manage daily cash flows and currency exposures and perform portfolio rebalancing to help ensure asset class allocations remain within targets. Our disciplined risk budgeting investment approach to asset allocation is designed to ensure a long-term focus on strong relative returns for each given level of volatility. Portfolios risk is continually monitored both on an absolute and relative basis (in terms of absolute volatility and volatility compared to the relevant peer group), emphasizing the generation of consistent risk-adjusted returns and seeking to preserve capital through changing market environments.

Portfolio Managers

Nelson Arruda, CFA

Vice President, Portfolio Manager

Mackenzie Multi-Asset Strategies Team

Investment experience since 2009

Andrea Hallett, CFA

Vice President, Portfolio Manager

Mackenzie Multi-Asset Strategies Team

Investment experience since 1998

Alex Bellefleur, M.Ec., CFA

Chief Economist and Strategist

Mackenzie Multi-Asset Strategies Team

Investment experience since 2007

Michael Kapler, MMF, CFA

Portfolio Manager

Mackenzie Multi-Asset Strategies Team

Investment experience since 1998

Funds Under Management

Mackenzie Balanced ETF Portfolio

Mackenzie Canadian Balanced Fund

Mackenzie Canadian Growth Balanced Class

Mackenzie Canadian Growth Balanced Fund

Mackenzie Conservative ETF Portfolio

Mackenzie Conservative Income ETF Portfolio

Mackenzie Cundill Canadian Balanced Fund

Mackenzie Global Growth Balanced Fund

Mackenzie Global Macro Fund

Mackenzie Growth ETF Portfolio

Mackenzie Ivy Canadian Balanced Class

Mackenzie Ivy Canadian Balanced Fund

Mackenzie Ivy Global Balanced Class

Mackenzie Ivy Global Balanced Fund

Mackenzie Moderate Growth ETF Portfolio

Mackenzie Monthly Income Balanced Portfolio

Mackenzie Monthly Income Conservative Portfolio

Mackenzie Private Canadian Focused Equity Pool

Mackenzie Private Canadian Focused Equity Pool Class

Mackenzie Private Global Conservative Income Balanced Pool

Mackenzie Private Global Equity Pool

Mackenzie Private Global Equity Pool Class

Mackenzie Private Global Income Balanced Pool

Mackenzie Private Income Balanced Pool

Mackenzie Private Income Balanced Pool Class

Mackenzie Private US Equity Pool

Mackenzie Private US Equity Pool Class

Symmetry Balanced Portfolio

Symmetry Balanced Portfolio Class

Symmetry Conservative Income Portfolio

Symmetry Conservative Income Portfolio Class

Symmetry Conservative Portfolio

Symmetry Conservative Portfolio Class

Symmetry Equity Portfolio Class

Symmetry Fixed Income Portfolio

Symmetry Growth Portfolio

Symmetry Growth Portfolio Class

Symmetry Moderate Growth Portfolio

Symmetry Moderate Growth Portfolio Class

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 use of the term or phrase "pension style investing" ("phrase") should not be misconstrued as a claim of compliance with the Pension Benefits Standards Act of Canada. The phrase used in respect of Mackenzie Investments' Symmetry Portfolios refers to its selective use of pools. Pools are simply separate accounts, or mandates, in which portfolio managers are provided with guidelines that complement other mandates within a larger long-term portfolio. In the case of Symmetry Portfolios, Mackenzie Multi-Asset Strategies Team ask portfolio managers to invest within specific guidelines exclusively for Symmetry Portfolios. Examples of Symmetry Portfolio guidelines may be: no cash held in a portfolio; Canadian equity securities only; utilize a consistent value bias and a threshold on market cap.

FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the "best of the best" among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from "A" to "E" receives a score from 4 to 0, respectively. A fund's average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award.

For more information, see http://www.fundgradeawards.com/. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.