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Mackenzie Canadian Short Term Income Fund - Pw (0P0000ZWPY)

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9.659 -0.002    -0.02%
13/11 - Delayed Data. Currency in CAD
Type:  Fund
Market:  Canada
Issuer:  Mackenzie Investments
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 274.45M
Mackenzie Canadian Short Term Income Fund - PW 9.659 -0.002 -0.02%

Mackenzie Canadian Short Term Income Fund - Pw Overview

 
On this page you'll find an in-depth profile of Mackenzie Canadian Short Term Income Fund - Pw. Learn about the key management, total assets, investment strategy and contact information of 0P0000ZWPY among other information.
Category

Canadian Short Term Fixed Income

Total Assets

274.45M

Expenses

Inception Date

Oct 07, 2013

Investment Strategy

The Fund seeks to provide a steady flow of income with an emphasis on capital preservation by investing mainly in fixed-income securities issued in Canada by governments, government-related entities and corporations. The Fund will generally invest in high-quality fixed-income securities with relatively short terms to maturity. The portfolio manager may also invest in residential first mortgages insured or guaranteed by Canadian or provincial governments or crown corporations thereof, either directly or indirectly, through pooled mortgage investments, such as mortgage-backed securities.

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
Steven Locke Senior Vice President 2010 Now
Biography Steve’s career in the investment industry began in 1995. He joined Howson Tattersall Investment Counsel in 2003, and the company became part of Mackenzie Investments in 2008. Prior to 2003, Steve’s work experience included five years managing insurance, pension, and retail segregated fund portfolios in Canada, as well as several years as a Credit Analyst and Bond Trader. Steve has a BA from York University and an MBA from the Schulich School of Business. He is also a CFA charterholder.
Felix Wong Director of Fixed Income Operations and Portfolio Compliance 2010 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.
Chris Kresic Head - Fixed Income & Asset Allocation 2006 2010
Biography Chris Kresic joined Jarislowsky, Fraser in 2010. Previously he was team lead of the Sentinel fixed income group at Mackenzie Financial and held the lead manager role for a number of funds. The team managed corporate bond, government bond and money market portfolios including the fixed income portion of the award winning Sentinel Income Fund.  Chris began his career in 1988 as an analyst and trader with the Bank of Canada.  Chris graduated from the University of Ottawa with a B.Com degree, and holds the Chartered Financial Analyst designation.
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