Mackenzie Investments combines Active, Strategic Beta and Traditional Index ETFs in a new line-up of mutual fund portfolios | Mackenzie Investments

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Mackenzie Investments combines Active, Strategic Beta and Traditional Index ETFs in a new line-up of mutual fund portfolios


TORONTO - January 29, 2018 - Mackenzie Investments today announced the launch of Mackenzie Exchange Traded Fund (ETF) Portfolios, a single solution that provides access to a full spectrum of Mackenzie Investments ETFs in five portfolios. This new line-up now makes ETFs more accessible to Canadian advisors and investors.

“We have entered an era where investors are looking for innovative investment options. Our new Mackenzie ETF Portfolios represent the next stage in our firm’s constant commitment to delivering value to advisors and their clients,” said President and CEO Barry McInerney. “In broadening our ETF product offerings into portfolios, Mackenzie Investments is elevating the investing experience and providing choice for investors.”

Unique features include:

  • Each portfolio has the ability to invest in a full spectrum of Mackenzie’s active, strategic beta and traditional index ETFs
  • Professionally managed and monitored by the Mackenzie Asset Allocation Team
  • Utilizes strategic and tactical asset allocation along with active currency management

“The Mackenzie ETF Portfolios offer the best of both worlds, combining the versatility of ETFs with the accessibility of mutual funds,” said Michael Schnitman, Senior Vice President, Product of Mackenzie Investments. “With five risk profiles to choose from, these diversified portfolios are well suited as a core investment for every type of investor.”

The five new diversified portfolios are designed to provide:

Mackenzie Conservative Income ETF Portfolio: a steady stream of income with an emphasis on capital preservation. The Fund’s asset mix will be kept close to 75% fixed-income securities and 25% equity securities. *

Mackenzie Conservative ETF Portfolio: a steady stream of income and potential long-term capital appreciation. The Fund’s asset mix will be kept close to 65% fixed-income securities and 35% equity securities. *

Mackenzie Balanced ETF Portfolio: a balance of income and long-term capital appreciation. The Fund’s asset mix will be kept close to 50% equity securities and 50% fixed-income securities. *

Mackenzie Moderate Growth ETF Portfolio: a balance between long-term capital appreciation and income, with an emphasis on long-term capital appreciation. The Fund’s asset mix will be kept close to 60% equity securities and 40% fixed-income securities. *

Mackenzie Growth ETF Portfolio: long-term capital appreciation and some income. The Fund’s asset mix will be kept close to 75% equity securities and 25% fixed-income securities. *

* These allocations may vary +/- 10%.

Mackenzie Investments was founded in 1967, and is a leading investment management firm providing investment advisory and related services. With $127.1 billion in assets under management as of December 31, 2017, Mackenzie Investments distributes its investment services through multiple distribution channels to both retail and institutional investors. Mackenzie Investments is a member of the IGM Financial Inc. (TSX: IGM) group of companies. IGM Financial is one of Canada's premier financial services companies with $157 billion in total assets under management as of December 31, 2017.

For further information, please contact:

Trish Tervit
Director, Communications and Media Relations
Mackenzie Investments
416-967-2166
ttervit@mackenzieinvestments.com