Mackenzie Income Fund
Why invest in this fund?
- Seeks to provide investors with a stable income stream and long-term capital appreciation through yield-focused investment strategies
- Diversifies across a broad investment universe utilizing a core plus* approach to fixed income and dividend- paying equities selection
- Strives to preserve capital and generate superior risk-adjusted returns
*Core plus fixed income encompasses all fixed income products including both securitized and non-securitized loans including floating rate loans and high yield debt
Key Facts
Portfolio Managers

Steve Locke, MBA
Senior Vice President, Portfolio Manager, Head of Team
Mackenzie Fixed Income TeamInvestment experience since 1995

Felix Wong, MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 1988

Konstantin Boehmer, MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2003

Dan Cooper, CFA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2003

Movin Mokbel, MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2000

Martin Downie, CFA
Senior Vice President, Portfolio Manager, Head of Team
Mackenzie North American Equities TeamInvestment experience since 1984

Tim Johal, CFA
Vice President, Portfolio Manager
Mackenzie North American Equities TeamInvestment experience since 2000

Darren McKiernan, CFA
Senior Vice President, Portfolio Manager, Head of Team
Mackenzie Global Equity & Income TeamInvestment experience since 1995
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Fund Profile – Mackenzie Income Fund pdf 176KB
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Fund Profile – Mackenzie Income Fund – Series F pdf 177KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
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Financial Statements – Semi-Annual – Mackenzie Income Fund pdf 657KB
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Financial Statements – Annual – Mackenzie Income Fund pdf 321KB
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MRFP – Annual – Mackenzie Income Fund pdf 641KB
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MRFP – Semi-annual – Mackenzie Income Fund pdf 667KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Income Fund pdf 86KB
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Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Income Fund pdf 86KB
Other Canadian Balanced
- Mackenzie Strategic Income Fund
- Mackenzie Cundill Canadian Balanced Fund
- Mackenzie Private Income Balanced Pool Class
- Mackenzie Private Income Balanced Pool
- Mackenzie Ivy Canadian Balanced Class
- Mackenzie Canadian Growth Balanced Fund
- Mackenzie Ivy Canadian Balanced Fund
- Mackenzie Canadian Growth Balanced Class
- Mackenzie Strategic Income Class
- See all Canadian Balanced
Fund feature page
Learn how this Fund can be a valuable component for the construction of your clients’ portfolios.
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.