Flexible fixed income
means staying ahead of the curve

Flexible Fixed Income for Modern Markets

Today’s evolving markets need flexible fixed income solutions that seek to provide value over and above yield. We’ve always believed that fixed income doesn’t need to be fixed, and that greater flexibility may help deliver advantages that go beyond traditional fixed income investing.

Flexible Strategies

Our team offers comprehensive fixed income options across all market cycles that aim to deliver attractive yield and returns, with less risk. Our products offer choice including mutual funds, ETFs, alternatives and private credit.

Integrated and modern mindsets

Our experienced team applies its expertise to analyze global fixed income securities, rates, currencies and credit quality, capitalizing on our best ideas using a non-siloed approach that enables flexibility across all strategies.

Innovative and non-traditional approaches

The team’s goal is to maximize returns with innovative, non-traditional fixed income strategies and a flexible global approach, while using a proprietary ESG integration process as part of its credit analysis.

Featured Funds

Fixed income

Mackenzie Unconstrained Fixed Income Fund

Designed to deliver steady, higher income with downside risk mitigation strategies, this flexible fund can move across a broad range of global fixed income securities. Available in an ETF version.

Fixed income

Mackenzie Floating Rate Income Fund

Floating rate loans may offer higher yields and be less sensitive to interest rate changes than traditional bonds. This fund offers access to an asset class often beyond the reach of individual investors. Available in an ETF version.

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Compare, contrast, build

Use Precision analytics to compare strengths of various funds and find the right one for your client.

Insights and Education

Insight PDf

Global Macroeconomic
Update

At its July policy meeting, the Bank of Canada (BoC) opted to hike rates by 100bps, surprising most on the street and taking the Bank’s key rate to 2.5%.

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Account for the real return of a GIC

The low-risk profile of a GIC can appear attractive at first glance, especially during volatile markets. However, when you account for tax and inflation factors, the real return of a GIC has often been negative throughout history.

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Loans – Delivering Across Cycles

Floating rate loans may offer higher yields and be less sensitive to interest rate changes than traditional bonds. This fund offers access to an asset class often beyond the reach of individual investors.

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Hunting for yield in a low-rate environment

An in-depth analysis of credit markets: the size of the opportunity, how much risk should you take, and how to generate attractive returns in a low-yield world.

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GICs: savings or investments?

GICs have limited growth potential; and staying invested is important to offset inflation.

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Fixed income innovation with a conscience

A more innovative approach to fixed income investing.

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How fixed income can reinvent the future

The real action lies in fixed income.

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Opportunities in ESG-oriented solutions

Sustainable fixed income research.

Educational Videos

A look inside sustainable bonds

Konstantin Boehmer, SVP, Portfolio Manager, Co-Lead of Mackenzie Fixed Income Team offers a view into sustainable bonds, the various types and their growth. Learn more about our sustainable investing solutions.

Key Roles of Fixed Income Part 1

Key Roles of Fixed Income Part 2

Managing fixed income risks and optimizing risk-adjusted returns - Part 1

Managing fixed income risks and optimizing risk-adjusted returns - Part 2

Overview of Fixed Income markets - Part 1

Overview of Fixed Income markets - Part 2

Awards and rankings

Winner of the 2022 Fundata FundGrade A+ Awards for consistent and outstanding risk-adjusted performance in their respective categories

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.

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 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.

Mackenzie Core Plus Canadian Fixed Income ETF (MKB) was recognized for outstanding fund performance at the 2022 Fundata FundGrade A+ Awards in the Canadian Fixed Income category out of a total of 311 funds. Performance for the fund for the period ended December 29, 2022 is as follows: -11.2% (1 year), -1.3% (3 years), 0.8% (5 years), and 1.3% (since inception- April 2016).