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Mackenzie Global Sustainable Balanced Fund A (0P0001BV1E)

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11.943 +0.065    +0.55%
17/07 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 73.67M
Mackenzie Global Sustainability and Impact Balance 11.943 +0.065 +0.55%

0P0001BV1E Overview

 
On this page you'll find an in-depth profile of Mackenzie Global Sustainable Balanced Fund A. Learn about the key management, total assets, investment strategy and contact information of 0P0001BV1E among other information.
Category

Global Neutral Balanced

Total Assets

73.67M

Expenses

0.11%

Inception Date

Oct 16, 2017

Contact Information

Address 180 Queen Street West
Toronto,ON M5V 3K1
Canada
Phone 416-922-5322
Fax 416-922-5660

Top Executives

Name Title Since Until
Hadiza Djataou Portfolio Manager 2022 Now
Andrew Simpson Portfolio Manager 2022 Now
Biography Andrew has over 20 years of experience in investment management and has played a pioneering role in the Canadian sustainable investing space. Most recently, he served as Director at Vancity Investment Management, where he focused on managing sustainable investing since 2010 and has successfully implemented equity portfolios that aim to generate risk-adjusted returns alongside ESG objectives. As part of his role at Mackenzie, Mr. Simpson leads the firm’s newest sustainable investing boutique, which will emphasize best-in-class environmental, social, and corporate governance (ESG) analysis.
Mark Hamlin - 2021 Now
Biography Portico
Felix Wong Director of Fixed Income Operations and Portfolio Compliance 2019 Now
Biography Felix’s career in the investment industry began in 1988. He joined Howson Tattersall Investment Counsel in 1999, and the company became part of Mackenzie Investments in 2008. His previous roles included serving as Assistant Vice President of credit at a large international bank, where he analyzed corporate lending transactions to Canadian corporations, as well as acting as a Research Analyst covering Asian-Pacific industries and companies. Felix has BSc and MBA degrees from the University of Toronto. He is also a CFA charterholder.
Konstantin Boehmer Portfolio Manager 2019 Now
Biography Konstantin joined Mackenzie Investments in July 2013. He started in 2003 at a German asset management company, achieving progressively senior portfolio management positions. Konstantin’s focus throughout his career has been the active management of global sovereign, quasi-sovereign, and emerging markets yield curves and currencies. Konstantin has a Bachelor First Class Honours degree (European Business and Spanish) from the University of Hertfordshire in the UK, and a Master’s degree in Business Administration from the Massachusetts Institute of Technology.
David P. Harris CIO (Chief Investment Officer) 2019 2022
Biography David Harris, CFA, is Chairman and Senior Portfolio Manager of Rockefeller Asset Management. He is a member of the Management Committee and holds more than 28 years’ experience with Rockefeller. Mr. Harris was Chief Investment Officer from 2005 through 2021 and President of Asset Management from 2018 – 2021. He the firm’s Director of Equity Management from 2003 to 2005. Mr. Harris also served as portfolio manager for non-U.S. and emerging market equity funds at Stein Roe & Farnham in the 1990s. Mr. Harris serves on the Board of Trustees and as Chair of the Investment Committee of St. Barna
Jimmy C. Chang Chief Investment Strategist 2017 2022
Biography Jimmy C. Chang, CFA, is the Chief Investment Strategist, a Senior Portfolio Manager and a Managing Director of Rockefeller & Co., with oversight of the Fixed Income group.
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