Mackenzie Investments Expands Product Line with New Funds and ETFs

Mackenzie Investments has been expanding its product line with new funds and ETFs. This move aims to meet the evolving needs of investors.

The company has added several new funds to its lineup, including a balanced fund and a global equity fund. These new additions are designed to provide investors with more options for diversifying their portfolios.

By introducing these new funds, Mackenzie Investments is offering investors more choices for managing their investments. This can help investors create a more tailored investment strategy that meets their individual goals and risk tolerance.

With these new additions, Mackenzie Investments now offers a wider range of investment options for its clients.

Mackenzie Investments has a strong commitment to giving back to the community. The Mackenzie Investments Charitable Foundation was established in 1999 with an endowed gift of $2.3 million.

The Foundation is funded by donations from Mackenzie Investments' employees, clients, and the Corporation. This employee-driven, non-profit organization coordinates community giving and donation activities on behalf of the Mackenzie Group of Companies.

At Mackenzie Investments, community involvement is a top priority. The Mackenzie Investments Charitable Foundation was established in 1999 with an endowed gift of $2.3 million.

The Foundation is an employee-driven, non-profit organization that coordinates community giving and donation activities on behalf of the Mackenzie Group of Companies.

Donations to the Foundation come from Mackenzie Investments' employees, clients, and the Corporation itself.

Correcting the gender imbalance in asset management is crucial for creating a more inclusive industry. Only 12 per cent of asset managers are women, which is a staggering statistic.

Mackenzie's CIO of equities believes that firms like hers need to take action to address this imbalance. They are doing so by implementing initiatives to attract and retain more female talent.

The low percentage of women in asset management is a significant issue that needs to be addressed. It's not just about fairness, but also about making better investment decisions.

Firms that prioritize diversity are more likely to make better investment decisions and outperform their peers. This is because diverse teams bring different perspectives and ideas to the table.

By correcting the gender imbalance in asset management, firms can create a more inclusive and diverse workplace. This can lead to increased productivity, better decision-making, and a more positive company culture.

Mackenzie's CIO of equities is working to address the imbalance by implementing initiatives to attract and retain more female talent. This is a crucial step towards creating a more inclusive industry.

Mackenzie Investments offers a comprehensive range of investment products and services.

One of the key areas they specialize in is mutual funds, which can be a great option for investors looking to diversify their portfolios.

They also offer exchange-traded funds (ETFs), which are similar to mutual funds but trade on a stock exchange like individual stocks.

Mackenzie Investments provides segregated funds, which can be a good choice for investors who want to ensure their money is protected in case of market downturns.

Their retirement and estate planning solutions can help investors plan for their future financial security.

Mackenzie Private Wealth is another service they offer, which can be beneficial for high net worth individuals who need personalized investment advice.

Mackenzie Investments offers a diverse range of investment options, including mutual funds.

One notable product is ETFs, which are traded on stock exchanges and offer diversification in a single investment.

Mutual funds are another key product, providing a way to pool money from multiple investors to invest in a variety of assets.

Segregated funds are a type of investment that combines the benefits of mutual funds and insurance policies.

Mackenzie Private Wealth offers customized investment advice and portfolio management for high net worth individuals.

Mackenzie Investments also provides retirement and estate planning solutions to help individuals plan for their financial future.

Here's a quick rundown of the products and services offered by Mackenzie Investments:

Mackenzie Investments has rolled out new funds that cater to specific investor needs. These funds are designed with low volatility and Shariah-compliant investing in mind.

One of the notable features of these new funds is their focus on low volatility, which can be beneficial for investors seeking more stable returns.

Mackenzie Investments has introduced three funds that adhere to Shariah-compliant investing principles, making them a suitable option for investors who follow this investment philosophy.

For those looking for more diversity in their portfolios, these new funds offer a range of options to consider.

The new funds also include a single-ticket equity solution, providing investors with a straightforward way to invest in the equity market.

By expanding its product lineup, Mackenzie Investments aims to cater to a broader range of investor needs and preferences.

Mackenzie Investments has proposed several changes to streamline its product shelf, making it easier for investors and advisors to navigate their offerings.

The company plans to merge several funds, including the Mackenzie Multi-Strategy Absolute Return Fund into the Mackenzie Global Macro Fund, and the Mackenzie Credit Absolute Return Fund will be terminated.

A special meeting of investors will be held on or about May 31, 2024, to vote on these proposed changes, with the mergers and termination expected to be executed on or about June 21, 2024.

Mackenzie will also be making a change to the portfolio management of the Mackenzie Global Women's Leadership Fund and ETF, replacing the current sub-advisor Impax Asset Management with the Mackenzie Multi-Asset Strategies team.

This change will take place on or around April 3, 2024, and is not subject to investor approval.

Here are the proposed mergers and termination:

Additionally, Mackenzie plans to merge several other funds and ETFs, including the Mackenzie Maximum Diversification All World Developed Index Fund into the Mackenzie World Low Volatility Fund, and the Mackenzie Maximum Diversification Canada Index Fund into the Mackenzie Canadian Equity Fund.

These mergers are subject to unitholder votes and key regulatory approvals, with a special meeting scheduled for September 6, 2024, and the mergers expected to take place around September 27, 2024.

The Mackenzie Maximum Diversification Developed Europe Index ETF will also be terminated on or about September 27, 2024, with unitholders receiving a termination notice at least 60 days prior.

The portfolio management of the Mackenzie Maximum Diversification Global Multi-Asset Fund will also be changing, with the Mackenzie Multi-Asset Strategies Team replacing the current sub-advisor TOBAM on or about July 30, 2024.

Mackenzie Investments offers a range of investment strategies that cater to different goals and risk tolerances.

Their strategic asset allocation approach involves dividing investments into different asset classes, such as stocks, bonds, and real estate, to achieve a balanced portfolio.

Mackenzie's investment teams work closely with clients to understand their needs and preferences, and then develop a customized investment plan.

By spreading investments across various asset classes, Mackenzie helps clients manage risk and potentially increase returns over the long term.

Their investment strategies are designed to be flexible and adaptable to changing market conditions, ensuring that clients' portfolios remain aligned with their goals.

Canadians are increasingly interested in sustainable investing, according to a recent survey by Mackenzie.

This growing interest is a positive sign, as it shows Canadians are taking a proactive approach to their financial well-being and the well-being of the planet.

A minority of Canadians have discussed sustainable investing with their financial advisor, indicating a need for more education and guidance on this topic.

Many Canadians are eager to learn more about sustainable investing, but may not know where to start.

Investing in the stock market can be a great way to grow your wealth over time. The article "Why it pays to be invested" highlights the importance of being invested, and it's not just about the money.

Perspectives and strategies presented in this article show that investing can lead to significant returns. In fact, the article states that being invested can pay off in the long run.

As the article notes, being invested can provide a safety net against inflation and market fluctuations. This is especially important for long-term financial goals, such as retirement.

Investing can also give you a sense of financial security and freedom. By growing your wealth, you'll have more options and opportunities in life.

The article suggests that investing can be a key part of a diversified financial portfolio. By spreading your investments across different asset classes, you can reduce risk and increase potential returns.

Ultimately, the article concludes that being invested is a smart financial move that can pay off in the long run.

Investing in a mix of assets can help reduce risk, as seen in the example of a portfolio with 60% stocks and 40% bonds, which has a lower volatility compared to a portfolio with 100% stocks.

Diversification can also help you ride out market fluctuations, as experienced by investors who split their investments between high-growth and low-growth assets.

Having a mix of assets can also help you benefit from different market conditions, such as a rise in interest rates which can negatively impact bonds, but positively impact stocks.

Investors who diversify across different asset classes can potentially reduce their overall risk exposure.

Investors who diversify within asset classes, such as stocks or bonds, can also potentially reduce their risk exposure.

Diversification can also help you benefit from different market conditions, such as a rise in commodity prices which can negatively impact stocks, but positively impact bonds.

Investors who diversify across different asset classes can potentially increase their returns over the long term.

Investors who diversify within asset classes can also potentially increase their returns over the long term.

Mackenzie Investments has been busy rolling out new funds and making changes to their existing ones. They've unveiled three new funds focusing on low volatility and Shariah-compliant investing.

The firm has also launched four new ETFs, including three fixed income options and a single-ticket equity solution. These new ETFs are designed to provide investors with a range of options for managing their portfolios.

Here are the details on the proposed mergers and ETF termination:

Mackenzie will also be making a change to the portfolio management of the Mackenzie Maximum Diversification Global Multi-Asset Fund, with the Mackenzie Multi-Asset Strategies Team replacing the current sub-advisor, TOBAM, on or about July 30.

Mackenzie Investments has launched four new ETFs, offering investors more options for their portfolios. These new ETFs include three fixed income options.

One of the fixed income options is a single-ticket equity solution, providing a convenient way to invest in the equity market.

The new ETFs are designed to cater to different investment needs and risk tolerance.

Mackenzie Investments has announced a series of fund mergers and an ETF termination, aiming to streamline its product offerings for investors and advisors.

These changes are subject to unitholder votes and key regulatory approvals.

Mackenzie has proposed the merger of several mutual funds, including the Mackenzie Maximum Diversification All World Developed Index Fund into the Mackenzie World Low Volatility Fund.

A special meeting is scheduled for September 6, and investors will be notified of record on or about July 16.

The mutual fund mergers include the Mackenzie Maximum Diversification Canada Index Fund merging into the Mackenzie Canadian Equity Fund, and the Mackenzie Maximum Diversification US Index Fund merging into the Mackenzie World Low Volatility Fund.

Here are the proposed mutual fund mergers:

The ETF mergers involve the Mackenzie Maximum Diversification All World Developed Ex North America Index ETF merging into the Mackenzie World Low Volatility ETF, among others.

ETF mergers will take place around September 27, pending approval.

Here are the proposed ETF mergers:

Mackenzie will terminate the Mackenzie Maximum Diversification Developed Europe Index ETF on or about September 27.

Unitholders will receive a termination notice at least 60 days prior, and the ETF will be delisted from the Toronto Stock Exchange after market close on September 26.

The Mackenzie Global Dividend Enhanced Yield Fund offers an option-writing strategy designed to generate stable monthly income. This fund is a great option for those looking to diversify their equity allocation.

This strategy is time-tested, thanks to the expertise of the Global Equity & Income Team. They've got a proven track record of delivering results.

The Mackenzie Global Dividend Enhanced Yield Fund is a solid choice for investors seeking stable monthly income.

The staggering amount of $219.5B is a number that's hard to wrap your head around, especially when it comes to funds and ETFs. This massive sum represents the total assets under management in the US equity market.

The Vanguard 500 Index Fund alone has over $400B in assets, making it one of the largest funds in the world. That's a lot of money, and it's a testament to the power of indexing in the investment world.

The ETF market has grown significantly in recent years, with over 7,000 ETFs available to investors. This increased competition has driven down costs and improved transparency, making it easier for investors to choose the right fund for their needs.

Investors are increasingly turning to ETFs as a low-cost alternative to actively managed funds. In fact, ETFs now account for over 30% of all US equity trading volume.