Power of influence: voting with your wallet
The best way to bring about positive change is sometimes to use its power to influence decision-making. Instead of excluding certain companies, investors can use their shareholder powers to evolve their practices in the areas of governance, capital structure, performance, strategy, etc.
For a real impact, the use of ESG criteria makes sense. A fair balance between performance and shareholder activism!
Fund Overview
This fund is designed for investors who …
- Are looking for a global balanced fund that invests in companies focused on socially responsible investing to hold as part of their portfolio
- Want a medium-term investment
- Can handle the volatility of stock and bond markets
Investment Objectives
- Seeks capital growth and income by investing primarily in a combination of equities and fixed-income securities of issuers located anywhere in the world.
- Depending on economic conditions and relative valuations by the Fund’s portfolio managers, the Fund will generally invest 30% to 70% of its assets in each of equity and fixed-income securities, but may invest up to 100% of its assets in either asset class. The Fund follows an approach to investing that focuses on sustainable and responsible issuers.
Summary
Volatility:
Low Category: Global Balanced
Start Date: October 16, 2017
RRSP Admissibility: Yes, 100 % eligible
Benchmark: Blended Index
Assets*: $81.2 M
Number of Securities: 207
Target Asset Mix
- Equities: 53.2%
- Bonds: 45.8%
- Cash & Sh.Term Invest.: 4.0%
- Other assets: -3.0%
*Fund Facts as of July 31, 2021
Portfolio Management
Managers
- Portfolio manager : Mackenzie Financial Corporation
- Sub-advisor(s): Rockefeller & Co. is responsible for investing the equity portion of the Fund. Mackenzie Financial Corporation is responsible for investing the fixed income portion of the Fund.
The Funds’ Investment Policies are developed by the Fund Manager’s Investment Committee, which meets regularly to make any necessary changes. The Committee includes both internal and external investment experts, as well as representatives of professional association shareholders.
Main Securities as at July 31, 2021
| Mackenzie Global Sustainable Bond Fund Series R | 46.3% |
| Microsoft Corp. | 2.80% |
| Discover Financial Services | 2.00% |
| Facebook Inc. | 1.90% |
| Schneider Electric SE | 1.40% |
| Deutsche Post AG | 1.30% |
| Becton, Dickinson and Co. | 1.30% |
| Compagnie de Saint-Gobain | 1.30% |
| Reinsurance Group of America Inc | 1.20% |
| Willis Towers Watson PLC | 1.20% |
Returns
A summary of the annual performance is available in the Fund Facts. To follow the evolution of daily returns, consult the HISTORICAL DATA
Managers' Comments
Can energy companies be SRI compliant?
Meredith Block, Head ESG analyst at Rockefeller, shares the criteria that guide the investment selection strategy in a sector facing disruption.
