Asset Class Global Fixed Income

Mackenzie Floating Rate Income Fund

Why invest in this fund?

  • Floating rate loans offer higher yields than other short-term, fixed-rate assets
  • Floating rate loans tend to be less sensitive to interest rate fluctuations compared to fixed rate bonds
  • In a rising interest rate environment, the interest paid on these instruments may rise as well
  • Ability to invest in floating rate bonds and high yield corporate bonds enhances liquidity
  • Provides access to the floating rate loan asset class, which can be difficult for retail investors to participate in

Key Facts

Portfolio Managers

Steve Locke, MBA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Fixed Income Team

Investment experience since 1995

Movin Mokbel, MBA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 2000

Felix Wong, MBA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 1988

Dan Cooper, CFA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 2003

Commentary

Q1 Commentary – Mackenzie Fixed Income Team

Read Mackenzie Fixed Income Team’s latest commentary to learn about their analysis of key market risks and opportunities.

May 17, 2019

Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Regulatory Documents