Asset Class Global Fixed Income

Mackenzie USD Ultra Short Duration Income Fund

Why invest in this fund?

  • Aims to generate income in U.S. dollars through a high-quality portfolio with a minimum average credit quality of A- (10% limit on High Yield) and an emphasis on capital preservation
  • In today’s complex bond market, the Fund’s experienced manager will actively manage duration between 0 and 1.5 years, limiting market risk through modern portfolio strategies, pursuing capital preservation and maintaining liquidity
  • Primarily exposed to U.S. dollars, whether through U.S. securities or currency management. Also, purchases, redemptions, income distributions and performance reporting in U.S. dollars

Key Facts

Portfolio Managers

Felix Wong, MBA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 1988

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