
excess return1
The average return difference between public and private assets, over a 10-year holding period.
Discover how private markets work and why you should consider them for your portfolio.
Many investors don’t realize that liquidity comes at a cost. In fact, there’s a trade-off between the flexibility and convenience of easily traded liquid investments and the higher historical returns generated by less-liquid private market investments. It’s time to rethink liquidity.
Seeks to maximize regular income by accessing private credit’s elevated yield potential.
Seeks a higher rate of return to grow the capital base over time.
Seeks to reduce risk with inflation resiliency, growth and income.
Mackenzie Investments has partnered with Northleaf Capital Partners, a global private markets investment firm with top-tier capabilities across private credit, private equity and private infrastructure. Our partnership allows us to provide institutional quality private markets expertise to individual investors.
Deciding whether private markets investments are right for you can be complex. A financial advisor can help you understand how private markets may fit into your portfolio.
1 Quarterly returns in CAD. Private equity excess return is calculated as the average difference between the rolling 10-year returns of the Cambridge US Private Equity (LEGACY DEFINITION) Index and the MSCI World TR Index between December 2009 and December 2022. Private infrastructure excess return is calculated as the average difference between the rolling 10-year returns of the Preqin Private Infrastructure Index and the S&P Global Infrastructure TR Index between December 2017 and December 2022. Private debt excess return is calculated as the average difference between the rolling 10-year returns of the Preqin Private Debt Index and the ICE BofA Gbl Brd Mkt TR HCAD between December 2010 and December 2022.
2 As of February 28, 2023.
3 Source: Capital IQ, as of February 2023.
For Mackenzie Northleaf Private Credit Interval Fund, commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Please read the prospectus before investing. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated.
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Not intended to constitute an offer of units of Mackenzie Northleaf Private Credit Fund, Mackenzie Northleaf Private Infrastructure Fund, Mackenzie Northleaf Private Credit Interval Fund or Mackenzie Northleaf Global Private Equity Fund. The information above regarding Mackenzie Northleaf Private Credit Fund, Mackenzie Northleaf Private Infrastructure Fund and Mackenzie Northleaf Global Private Equity Fund is qualified in its entirety by reference to the applicable Offering Memorandum. Units of Mackenzie Northleaf Private Credit Fund, Mackenzie Northleaf Private Infrastructure Fund and Mackenzie Northleaf Global Private Equity Fund are generally only available to “accredited investors” (as defined in NI 45-106). The Mackenzie Northleaf Private Credit Interval Fund is available to all retail investors under a simplified prospectus.