Alain Bergeron, Lead of the Mackenzie Asset Allocation Team, appeared on Bloomberg TV Canada to discuss changes in the asset allocation space. Learn more by viewing the brief interview.
December 1, 2015
Help your clients reduce their 2015 tax burden with a few tips from the Mackenzie Tax & Estate Planning Group.
Mackenzie Investments signs three-year partnership with Manny Osborne-Paradis to kick off the 2015/2016 Snow Sports season
As a sponsor of Snow Sports Canada, Mackenzie Financial Corporation (Mackenzie Investments) welcomes a new season for athletes this weekend at the Men’s Downhill and Super G Alpine World Cup at Lake Louise, Alberta. Mackenzie Investments is also proud to announce a new three-year sponsorship of three-time Olympic downhill racer Manny Osborne-Paradis.
For Q3 2015, Mackenzie Global Dividend Fund returned -0.8%. This compares with the MSCI World Total Return Index ($CDN) return of -2.2%. An overweight position in consumer staples and security selection in financials were the largest contributors to returns. No allocation to utilities and unfavourable stock selection in energy were the primary detractor.
During Q3 2015, the Fund returned 2.6% vs. MSCI World Total Return Index (net-CAD) which returned -2.2%.