The 2019 Federal Budget will be tabled on March 19. Learn more about how the proposed changes may impact your clients. Join Mackenzie Investments' Tax & Estate Planning Team and the Chief Economist & Strategist on March 20th at 11am (ET). They will provide a comprehensive review of the personal and corporate tax proposals, as well as the impact on the economy and markets.
March 11, 2019
Mackenzie Investments offers three new alternative funds for investors to diversify sources of return and improve portfolio stability
TORONTO – February 26, 2019 – Mackenzie Investments announced today the launch of three new liquid alternative funds designed to manage the negative impact of market volatility and improve portfolio stability. These funds join the Mackenzie Multi-Strategy Absolute Return Fund to form a suite of alternative solutions that can be used to help clients solve investment challenges by amplifying returns, mitigating volatility and managing inflation risk over the long term.
2018 contribution receipts were mailed on January 11 and made available on InvestorAccess and AdvisorAccess on January 11.
February 13, 2019 Bookmark the Web Page, 2018 Tax Receipts Add to My Bookmarks
Mackenzie Investments announces results of special meetings on fund mergers and investment objective change
Mackenzie Investments announces the results of special meetings held yesterday where investors approved two mergers that will streamline Mackenzie’s product shelf and make it easier for investors to navigate.
Mackenzie Investments and Quadrus Investment Services Ltd. announced today the results of special meetings held yesterday where investors approved the following mergers to simplify the Quadrus Group of Funds product offering for investors.
Opportunities for the Environment and Investments
Mackenzie Investments today announced the December 2018 cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange.
During Q3 2017, Mackenzie Global Dividend Fund (Series F) returned -0.9%, and has now returned 14.2%, annualized, since portfolio manager change. This compares with the MSCI World Net Return Index ($CDN) Q3 return of 0.9%, and 11.9%, annualized, since portfolio manager change. Stock selection in information technology and consumer staples detracted from performance in Q3 2017.
‘The U.S. vs. the World’ was one of the key themes that emerged in Q3. Equities continued to outperform bonds over the quarter, with the MSCI ACWI returning 4.7% in local currencies and 2.5% in CAD terms. This compares favorably to -0.2% on the Bloomberg Barclays Global Aggregate Bond Index hedged to CAD and -1.1% on the equivalent Canadian bond index.
The third quarter of 2017 started where the month of June ended with a negative return of 0.71% for the CFE category for the month of July. Luckily, the next two months were both positive, allowing the CFE Category to return +2.06% for the Quarter.