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Mackenzie Global Sustainable Balanced Fund

Type of Products & Solutions: Mutual Fund.
Tickers Series A: MFC5256, Series F: MFC5260
Fund Managers Steve Locke, Konstantin Boehmer, Andrew Simpson
Series A, D, F, F5, F8, FB, FB5, O, PW, PWFB, PWFB5, PWT5, PWT8, PWX, PWX8, T5, T8
Inception Year 2017
Client Type Individual Investor.
Minimum Investment 500
RI Strategy
Positive screening, Negative screening, ESG integration, Shareholder engagement.
Product Inclusions
  • Renewable energy
  • Health & wellbeing
  • Water solutions/infrastructure
  • Waste management & pollution control
  • Sustainable food & agriculture
  • Poverty reduction
  • Financial Inclusion
  • Education
  • Clean technology
Product Exclusions
  • Nuclear Energy (Exclusion or Restriction)
  • Weapons/military
  • Gambling
  • Pornography
  • Tobacco
Asset Class
Balanced.
Risk Rating
Medium.
Geographic Exposure
Global.