Fund overview & performance

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Canada Life Pathways Core Plus Bond Fund

(Mackenzie) Q

May 31, 2021

The Fund seeks to provide a steady flow of income by investing primarily in Canadian government and corporate fixed-income instruments and asset-backed securities with maturities of more than one year.

Is this fund right for you?

  • You want to protect your money from inflation while also protecting it from large swings in the market.
  • You want to invest in government and corporate bonds, as well as other debt securities issued in Canada and around the world.
  • You're comfortable with a low level of risk.

Risk Rating

Risk Rating: Low

How is the fund invested? (as of February 28, 2021)

Asset allocation (%)

Name Percent
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Geographic allocation (%)

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Sector allocation (%)

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Growth of $10,000 (since inception)

Data not available based on date of inception

Fund details (as of February 28, 2021)

Top holdings %
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Portfolio characteristics
Standard deviation -
Yield to maturity 2.0%
Duration (years) 8.2
Coupon 2.6%
Average credit rating A+

Understanding returns

Annual compound returns (%)

1 MO 3 MO YTD 1 YR
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3 YR 5 YR 10 YR INCEPTION
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Calendar year returns (%)

2020 2019 2018 2017
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2016 2015 2014 2013
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Range of returns over five years (Data not available based on date of inception)

Best return Best period end date Worst return
Worst period end date
- - - -
Average return % of periods with positive returns Number of positive periods Number of negative periods
- - - -

Mackenzie Investments

Contact information

Toll free: 1-888-252-1847

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Summary

For the period {{NAVPSPerformanceSummary.StartDate}} through {{NAVPSPerformanceSummary.EndDate}} with $10,000 CAD investment

Total returns performance

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Last price

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as of market close {{NAVPSPerformanceSummary.NAVPSDate}}

Value of $10,000 investment

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