Press Releases

April 1, 2024

Mackenzie Investments Announces Notional Distribution for an Exchange Traded Fund


TORONTO ­– April 1, 2024
– Mackenzie Investments today announced a notional non-cash reinvested distribution (a “Notional Distribution”) for Mackenzie All-Equity Allocation ETF (the “ETF”).

A Notional Distribution occurs when a distribution is made in the form of units, which are then immediately consolidated with the units held prior to the distribution, so that the total number of units held after the distribution is identical to the number of units held prior to the distribution.

March 25, 2024

Mackenzie Investments Announces March 2024 Distributions for its Exchange Traded Funds


TORONTO ­– March 25, 2024
– Mackenzie Investments today announced the March 2024 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Cboe Canada. Unitholders of record on April 2, 2024 will receive cash distributions payable on April 9, 2024.

March 12, 2024

Mackenzie Investments Announces March 2024 Quarterly Distributions for its Exchange Traded Funds

 

TORONTO, March 12, 2024 - Mackenzie Investments today announced the March 2024 quarterly cash distributions for its equity Exchange Traded Funds ("ETFs") listed below that trade on the Toronto Stock Exchange (TSX) and Cboe Canada. Unitholders of record on March 19, 2024 will receive cash distributions payable onMarch 26, 2024.

March 11, 2024

Mackenzie Investments Crowns Équipe de Compétition Mont Adstock as 2024 Mackenzie Top Peak Ski Champion

$100,000 prize to be used toward ski club initiatives and athlete development

TORONTO, ON – March 11, 2024 – Mackenzie Investments (“Mackenzie”) today announced that Équipe de Compétition Mont Adstock of Adstock, Quebec has won Mackenzie’s fourth annual Top Peak (“Top Peak”) ski contest. The $100,000 grand prize will be used to construct facilities and trails, and enhance racing infrastructure. 

March 6, 2024

Mackenzie Investments Announces Proposed Changes to Further Streamline Product Shelf


TORONTO, March 6, 2024 –
As part of its ongoing efforts to streamline its product shelf, Mackenzie Investments (“Mackenzie”) today announced one proposed fund merger and one proposed fund termination, subject to a vote by unitholders. Additionally, Mackenzie announced a portfolio management and investment strategy change to one mutual fund and ETF.

February 29, 2024

Mackenzie Investments Announces Additional Final Year-End Reinvested Distributions for its Exchange Traded Funds


TORONTO ­– February 29, 2024 
–Mackenzie Investments today announced additional final year-end reinvested distributions for its exchange-traded funds (“ETFs”) that trade on the Toronto Stock Exchange (“TSX”) for the 2023 tax year. Please note that this is an additional year-end distribution to the previously announced year-end reinvested distributions on December 21, 2023.

February 26, 2024

Mackenzie Investments Announces February 2024 Distributions for its Exchange Traded Funds


TORONTO ­– February 26, 2024
– Mackenzie Investments today announced the February 2024 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Cboe Canada. Unitholders of record on March 4, 2024 will receive cash distributions payable on March 11, 2024.

February 20, 2024

New Mackenzie Investments Solutions Offer Investors Access to Portfolio Diversification and Shariah-Compliant Investing

 
  • Mackenzie World Low Volatility ETF and Mackenzie World Low Volatility Fund offer downside mitigation with actively managed, global core portfolio mandate
  • Mackenzie Shariah Global Equity Fund provides access to global shariah-compliant equities
February 7, 2024

Mackenzie Investments Announces Select Fund and ETF Terminations


TORONTO, February 7, 2024 –
As part of its ongoing efforts to streamline its product shelf, Mackenzie Investments (“Mackenzie”) today announced the terminations of the Power Sustainable China Ascent Fund (the “Fund”) and the Mackenzie Portfolio Completion ETF (the “ETF”) (ticker symbol: MPCF).
 

February 5, 2024

Mackenzie Top Peak: Polls Are Open to Select Canada’s Top Three Most Invested Ski Communities

Ski hills coast to coast competing for $100,000 grand prize

TORONTO, ON – February 5, 2024 – Mackenzie Investments (“Mackenzie”) today announced that online voting is now open for all Canadians to select their top three ski communities as part of its annual Mackenzie Top Peak (“Top Peak”) contest. This national competition seeks to celebrate Canada’s most invested ski community – one that embodies the Top Peak mantra: Be Invested. On and Off the Hill.

February 2, 2024

Mackenzie Investments Wins Ten 2023 Fundata FundGrade® A+ Awards for Outstanding Investment Performance


TORONTO, February 2, 2024
 – Mackenzie Investments (“Mackenzie”) today announced that ten of its mutual funds and exchange traded funds (“ETFs”) have been recognized with 2023 Fundata FundGrade A+ Awards.  These are presented annually to Canadian investment funds that achieve consistently high FundGrade scores throughout the calendar year.

“It’s an honour to have so many of our investment solutions recognized for outstanding performance by Fundata,” said Luke Gould, President and CEO, Mackenzie Investments. "These awards are a testament to the dedication of our investment teams and their ongoing efforts to offer Canadians innovative options that deliver performance and create a more invested world."

Mackenzie won awards for the following funds:

January 26, 2024

Mackenzie Investments Announces January 2024 Distributions for its Exchange Traded Funds

TORONTO ­– January 29, 2024 – Mackenzie Investments today announced a revision to the January 2024 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Cboe Canada previously announced January 26, 2024. Unitholders of record on February 2, 2024 will receive cash distributions payable on February 9, 2024.

*Please note that the revision applies only to the distribution of the Mackenzie Canadian Ultra Short Bond Index ETF (QASH).

January 12, 2024

Mackenzie Master Limited Partnership announces final distribution of partnership income

TORONTO ­– January 12, 2024 – Mackenzie Financial Corporation (Mackenzie Investments), part of IGM Financial Inc. (TSX: IGM), today announced that Mackenzie Master Limited Partnership (Stock Symbol MKZ‐UN, CUSIP 554905109) has finalized a distribution of partnership income as follows:

January 11, 2024

Mackenzie Investments Launches Fourth Annual Top Peak Ski Contest

Ski communities across Canada will compete for the chance to win a $100,000 top prize to invest in their hills

TORONTO, ON – January 11, 2024 – Mackenzie Investments ("Mackenzie") today announced the launch of its fourth annual Mackenzie Top Peak ("Top Peak") competition, which celebrates and recognizes the most invested ski communities across Canada, and seeks to identify one special ski community that exemplifies the Top Peak mantra: “Be Invested. On and Off the Hill.” Building on the success of previous years, this season's edition features a revamped prizing structure that will encourage communities to consider environmentally conscious upgrades for their ski hills.

January 5, 2024

Mackenzie Investments Announces Revised Final Year-End Reinvested Distribution for Mackenzie Canadian Short-Term Bond Index ETF

TORONTO ­– January 5, 2024 – Mackenzie Investments today announced a revision to the final year-end reinvested distribution for Mackenzie Canadian Short-Term Bond Index ETF that trades on the Toronto Stock Exchange (“TSX”) for the 2023 tax year. Please note that this is an update to the final year-end reinvested distribution previously announced on December 21, 2023.

December 21, 2023

Mackenzie Investments Announces Final Year-End Reinvested Distributions for its Exchange Traded Funds


TORONTO ­– December 21, 2023
– Mackenzie Investments today announced the final year-end reinvested distributions for its exchange-traded funds (“ETFs”) that trade on the Toronto Stock Exchange (“TSX”) and Cboe Canada (“Cboe”) for the 2023 tax year. Please note that this is an update to the estimated year-end reinvested distributions previously announced on November 15, 2023.

December 20, 2023

Mackenzie Investments Announces December 2023 Distributions for its Exchange Traded Funds

TORONTO, December 20, 2023 - Mackenzie Investments today announced the December 2023 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Cboe Canada. Unitholders of record on December 29, 2023 will receive cash distributions payable on January 8, 2023.

December 15, 2023

Mackenzie Master Limited Partnership Announces Estimate of Distribution of Partnership Income

TORONTO ­– December 15, 2023 - Mackenzie Financial Corporation (Mackenzie Investments), part of IGM Financial Inc. (TSX: IGM), today announced that Mackenzie Master Limited Partnership (Stock Symbol MKZ-UN, CUSIP 554905109) has estimated a distribution of partnership income as follows:

December 12, 2023

Mackenzie Investments Announces December 2023 Quarterly Distributions for its Exchange Traded Funds

TORONTO, December 12, 2023 - Mackenzie Investments today announced the December 2023 quarterly cash distributions for its equity Exchange Traded Funds ("ETFs") listed below that trade on the Toronto Stock Exchange (TSX) and Cboe Canada. Unitholders of record on December 19, 2023 will receive cash distributions payable on December 28, 2023.

November 27, 2023

Mackenzie Investments 2024 Market Outlook: Investment Themes Propel Opportunities in the Year Ahead


TORONTO, November 27, 2023
 – Mackenzie Investments (“Mackenzie”) today released its economic and market forecast for the year ahead in its 2024 Market Outlook. The annual report features commentary from a range of investment experts and portfolio managers who offer insights into emerging themes that may impact Canadian and global capital markets in 2024.

November 27, 2023

Mackenzie Investments Announces November 2023 Distributions for its Exchange Traded Funds


TORONTO ­– November 27, 2023
– Mackenzie Investments today announced the November 2023 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Cboe Canada. Unitholders of record on December 4, 2023 will receive cash distributions payable on December 11, 2023. 

November 22, 2023

Mackenzie Investments Re-Opens Two Funds to New Investments


Mackenzie US Small-Mid Cap Growth Fund and Mackenzie US Small-Mid Cap Growth Currency Neutral Fund will now be accessible to new investors, enhancing access to potential growth opportunities

TORONTO, November 22, 2023 – Mackenzie Investments (“Mackenzie”) today announced the immediate removal of its soft-cap on the Mackenzie US Small-Mid Cap Growth Fund and the Mackenzie US Small-Mid Cap Growth Currency Neutral Fund (“the Funds”), effectively opening the Funds to new investments. 

November 21, 2023

Mackenzie Investments Introduces First Home Savings Account: A Tax-Free Opportunity to Save for First Time Buyers


TORONTO, November 21, 2023
 – Mackenzie Investments (“Mackenzie”) today announced it has introduced a First Home Saving Account (FHSA).  Available through financial advisors, the Mackenzie FHSA enhances the ability of Canadians to save for the purchase of their first home through a tax-sheltered savings and investment account.

November 20, 2023

New Mackenzie Investments ETFs Enhance Ability to Manage Interest Rate Risks and Provide Single-Ticket Equity Solution

 
  • Suite of fixed income ETFs provides exposure to government and corporate securities over a range of time horizons
  • Mackenzie All-Equity Allocation ETF offers a low-cost, all-in-one equity solution


TORONTO, November 20, 2023
 – Mackenzie Investments (“Mackenzie”) today announced the launch of four new ETFs, including a suite of three fixed income ETFs and a single-ticket equity solution in the Mackenzie All-Equity Allocation ETF.
 

November 15, 2023

Mackenzie Investments Announces Estimated Year-End Reinvested Distributions for its Exchange Traded Funds


TORONTO ­– November 15, 2023
– Mackenzie Investments today announced the estimated year-end reinvested distributions for its exchange-traded funds (“ETFs”) that trade on the Toronto Stock Exchange (“TSX”) and Cboe Canada (“Cboe”) for the 2023 tax year. Please note that these are estimated amounts only as of October 15, 2023. These amounts reflect forward looking information and the actual reinvested distributions may differ materially from these estimates.

November 2, 2023

Mackenzie Investments Announces Changes to Risk Rating of Select Mutual Funds

TORONTO, November 2, 2023 – Mackenzie Investments (“Mackenzie”) today announced changes to the risk rating of select mutual funds, effective on or about November 3, 2023.

October 26, 2023

Mackenzie Investments Announces October 2023 Distributions for its Exchange Traded Funds


TORONTO ­– October 26, 2023
– Mackenzie Investments today announced the October 2023 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Cboe Canada. Unitholders of record on November 2, 2023 will receive cash distributions payable on November 9, 2023. 

October 12, 2023

New Mackenzie Investments Funds Provide Investors with True U.S. Dollar Exposure to Environmental Equity and an All-Equity ETF Portfolio Solution

  • Mackenzie Greenchip USD Global Environmental All Cap Fund provides U.S. dollar investment opportunities into the global energy transition
  • Mackenzie All-Equity ETF Portfolio offers an actively managed, all-in-one equity solution

TORONTO, October 12, 2023 – Mackenzie Investments (“Mackenzie”) today announced the launch of two new mutual funds, Mackenzie Greenchip USD Global Environmental All Cap Fund and Mackenzie All-Equity ETF Portfolio (“the Funds”), offering investors access to a true U.S. dollar sustainable investing experience and a cost-efficient equity portfolio solution.

September 26, 2023

Mackenzie Investments Announces September 2023 Distributions for its Exchange Traded Funds

 

TORONTO ­– September 26, 2023 – Mackenzie Investments today announced the September 2023 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Cboe Canada. Unitholders of record on October 3, 2023 will receive cash distributions payable on October 11, 2023. 

September 25, 2023

Mackenzie Investments Announces Changes to Select Mutual Funds and ETFs


TORONTO, September 25, 2023
 – Mackenzie Investments (“Mackenzie”) today announced changes to the risk rating and investment strategy of select mutual funds and ETFs, effective on or about September 29, 2023, and to the management fee of certain series of the Mackenzie Canadian Money Market Fund, effective on or about October 2, 2023.

September 12, 2023

Mackenzie Investments Announces September 2023 Quarterly Distributions for its Exchange Traded Funds


TORONTO, September 12, 2023
- Mackenzie Investments today announced the September 2023 quarterly cash distributions for its equity Exchange Traded Funds ("ETFs") listed below that trade on the Toronto Stock Exchange (TSX) and Cboe Canada. Unitholders of record on September 19, 2023 will receive cash distributions payable on September 26, 2023.

August 27, 2023

Mackenzie Investments Announces August 2023 Distributions for its Exchange Traded Funds

TORONTO ­– August 28, 2023 – Mackenzie Investments today announced the August 2023 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Cboe Canada. Unitholders of record on September 5, 2023 will receive cash distributions payable on September 12, 2023. 

July 26, 2023

Mackenzie Investments Announces July 2023 Distributions for its Exchange Traded Funds

TORONTO ­– July 26, 2023 – Mackenzie Investments today announced the July 2023 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Cboe Canada. Unitholders of record on August 2, 2023 will receive cash distributions payable on August 10, 2023. 

July 24, 2023

Mackenzie Investments Announces Risk Rating Changes for Select ETFs

TORONTO, July 24, 2023 – Mackenzie Investments (“Mackenzie”) today announced changes to the risk ratings of select exchange traded funds (“ETFs”), effective on or about July 27, 2023.

July 6, 2023

Mackenzie Investments and Primerica Financial Services Launch Actively Managed Shariah-Compliant Mutual Fund

Mackenzie FuturePath Shariah Global Equity Fund provides Primerica clients with the ability to invest in global Shariah-compliant equities
 

TORONTO, July 6, 2023 – Mackenzie Investments (“Mackenzie”) today announced the launch of Mackenzie FuturePath Shariah Global Equity Fund (“the Fund”), an actively managed mutual fund that provides access to global, Shariah-compliant investing certified by Ratings Intelligence, an external, world-class Shariah advisory firm. The Fund is part of Mackenzie’s FuturePath investment suite, launched in partnership with Primerica Financial Services Ltd. (“Primerica”), and will be available exclusively to Primerica clients across Canada.

June 27, 2023

Mackenzie Investments Announces June 2023 Distributions for its Exchange Traded Funds


TORONTO ­– June 27, 2023
– Mackenzie Investments today announced the June 2023 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Cboe Canada. Unitholders of record on July 5, 2023 will receive cash distributions payable on July 12, 2023.

Details of the per-unit distribution amounts are as follows:

June 19, 2023

Mackenzie Investments 2023 Mid-Year Outlook: Monetary Tightening, Fighting Inflation and Geopolitical Dynamics Will Continue to Impact Canadian Economy

TORONTO, June 14, 2023 – Although major economies have defied recession through the first half of 2023, Mackenzie Investments (“Mackenzie”) predicts a continued economic slowdown through the rest of the year in its 2023 Mid-Year Outlook. The report offers insights for financial advisors and investors on key trends impacting financial markets this year and provides an economic outlook for the balance of 2023. 

June 19, 2023

New Mackenzie Investments Fund Offers Canadians True US Dollar Access to Global Dividend Opportunities

Mackenzie USD Global Dividend Fund will invest in industry leading dividend-paying companies with durable growth potential

TORONTO, June 22, 2023 – Mackenzie Investments (“Mackenzie”) today announced the launch of the Mackenzie USD Global Dividend Fund (“the Fund”).  This new offering provides investors with a new way to maintain their US dollar exposure, while taking advantage of investment opportunities in a range of global companies.

June 13, 2023

Mackenzie Investments Announces June 2023 Quarterly Distributions for its Exchange Traded Funds

TORONTO, June 13, 2023 - Mackenzie Investments today announced the June 2023 quarterly cash distributions for its equity Exchange Traded Funds ("ETFs") listed below that trade on the Toronto Stock Exchange (TSX) and Cboe Canada. Unitholders of record on June 20, 2023 will receive cash distributions payable on June 27, 2023.

June 6, 2023

Mackenzie Investments Announces Results of Special Meetings on Fund Terminations

TORONTO, June 6, 2023 – Mackenzie Investments today announced the results of special meetings held Monday, June 5, 2023 where investors approved a series of fund terminations, listed below. These are intended to further streamline Mackenzie's product shelf. The terminations will be executed on or around June 16, 2023.

May 26, 2023

Mackenzie Investments Announces May 2023 Distributions for its Exchange Traded Funds

TORONTO ­– May 26, 2023 – Mackenzie Investments today announced the May 2023 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Cboe Canada. Unitholders of record on June 2, 2023 will receive cash distributions payable on June 9, 2023. 

April 25, 2023

Mackenzie Investments Announces April 2023 Distributions for its Exchange Traded Funds

TORONTO ­– April 25, 2023 – Mackenzie Investments today announced the April 2023 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on May 2, 2023 will receive cash distributions payable on May 9, 2023. 

April 18, 2023

New Mackenzie ETF and Mutual Fund Enhance Investor Access to Corporate Knights’ Global Top 100 Sustainable Companies

Mackenzie Corporate Knights Global 100 Index ETF and Mutual Fund offer Canadian investors an all-in-one core global equity solution

TORONTO, April 18, 2023– In advance of Earth Day, Mackenzie Investments (“Mackenzie”) announced the launch of the Mackenzie Corporate Knights Global 100 Index ETF (“the ETF”) and Mackenzie Corporate Knights Global 100 Index Fund (“the Fund”). These new investment solutions allow investors to access opportunities within the Corporate Knights’ top 100 global sustainable companies.

April 13, 2023

Mackenzie Investments Fourth Annual Earth Day Study: Trust a Key Concern for Canadians When it Comes to Sustainable Investing

  • Eighty-one per cent of Canadians surveyed think it important to use their investment dollars to influence positive societal change.
  • Ninety-two per cent who hold sustainable investments plan on increasing their sustainable holdings in the next few years, up from 71 per cent last year.
  • However, six-in-ten have concerns about greenwashing and a lack of transparency in corporate governance.

TORONTO, April 13, 2023– According to Mackenzie Investments’ fourth annual Earth Day Study, while a large majority of Canadians surveyed (81 per cent) feel that it is important to use their investment dollars to bring about positive societal change, many are concerned about the true impact of sustainable investments.

April 3, 2023

White Hills Resort Wins Third Annual Mackenzie Top Peak Ski Community Contest


Winning team plans to use $100,000 prize to improve the guest experience and grow the love of the sport across the region
 

TORONTO, ON – April 3, 2023 – Mackenzie Investments (“Mackenzie”) today announced that White Hills Resort (Clarenville, NL) has won Mackenzie’s third annual Top Peak (“Top Peak”) ski contest. The $100,000 grand prize will be used to improve their guest experience, which will attract more visitors to the ski resort and town of Clarenville and help grow the love for the sport across the region.

March 28, 2023

Mackenzie Investments Announces March 2023 Distributions for its Exchange Traded Funds

TORONTO, March 28, 2023 – Mackenzie Investments today announced the March 2023 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on April 4, 2023 will receive cash distributions payable on April 12, 2023.

March 14, 2023

Mackenzie Investments Announces March 2023 Quarterly Distributions for its Exchange Traded Funds

TORONTO, March 14, 2023 – Mackenzie Investments today announced the March 2023 quarterly cash distributions for its equity Exchange Traded Funds ("ETFs") listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on March 21, 2023 will receive cash distributions payable on March 28, 2023.

March 14, 2023

Calling All Canadians: Vote for Your Top Three “Mackenzie Top Peak” Ski Communities

National contest offers Canadians a chance to vote for their top three ski communities, with the winning peak taking home $100,000 for a community project

 

TORONTO, March 14, 2023 – Mackenzie Investments (“Mackenzie”) today announced that online voting is now open to all Canadians until Wednesday, March 22 to select their top three ski communities as part of its annual Mackenzie Top Peak (“Top Peak”) contest. This national competition is searching for one special ski community that embodies the Top Peak mantra: Be Invested. On and Off the Hill.

March 6, 2023

Mackenzie Investments Announces Proposed Changes to its Funds Lineup

 

TORONTO, March 6, 2023 – As part of its ongoing efforts to streamline its product shelf for investors and advisors, Mackenzie Investments (“Mackenzie”) today announced a series of fund mergers and proposed fund terminations.

February 23, 2023

Mackenzie Investments Announces February 2023 Distributions for its Exchange Traded Funds

 

TORONTO ­– February 23, 2023 – Mackenzie Investments today announced the February 2023 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on March 2, 2023 will receive cash distributions payable on March 9, 2023.

January 30, 2023

Mackenzie Investments Launches Third Annual National “Top Peak” Ski Community Contest

 
Initiative challenges Canadian ski communities to get invested in the sport they love for a chance to win $100,000 towards a community initiative


TORONTO, ON – January 30, 2023
– Mackenzie Investments (“Mackenzie”) today announced the return of Mackenzie Top Peak (“Top Peak”), a national competition that seeks to identify one special ski community in Canada that exemplifies the Top Peak mantra: “Be Invested. On and Off the Hill.” 

January 27, 2023

Mackenzie Investments Announces January 2023 Distributions for its Exchange Traded Funds

TORONTO ­– January 26, 2023 – Mackenzie Investments today announced the January 2023 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on February 2, 2023 will receive cash distributions payable on February 9, 2023.

January 27, 2023

Mackenzie Investments Wins Eight 2022 FundGrade® A+ Awards for Outstanding Investment Performance

TORONTO, January 27, 2023 – Mackenzie Investments (“Mackenzie”) today announced that seven of its mutual funds and exchange traded funds (“ETFs”) have been recognized with 2022 Fundata FundGrade A+ Awards.  These are presented annually to Canadian investment funds that achieve consistently high FundGrade scores throughout the calendar year.

January 25, 2023

Mackenzie Investments 2022 Year-End ETF Report: ETFs Continue to Thrive Despite Economic Uncertainty

Amid turbulent economy, inflows into Canadian ETFs remained strong at $35 billion in 2022

 

TORONTO ­– January 25, 2023 – Mackenzie Investments (“Mackenzie”) today released its annual Mackenzie Investments Year-End ETF Report. The report studies the evolution of the exchange traded fund (“ETF”) industry in Canada in 2022 and identifies the key trends that could impact the space in 2023 and beyond.

January 13, 2023

Mackenzie Master Limited Partnership announces final distribution of partnership income

TORONTO ­– January 13, 2023 – Mackenzie Financial Corporation (Mackenzie Investments), part of IGM Financial Inc. (TSX: IGM), today announced that Mackenzie Master Limited Partnership (Stock Symbol MKZ‐UN, CUSIP 554905109) has finalized a distribution of partnership income as follows:

December 22, 2022

Mackenzie Investments Announces Final Year-End Reinvested Distributions for its Exchange Traded Funds


TORONTO ­– December 22, 2022
– Mackenzie Investments today announced the final year-end reinvested distributions for its exchange-traded funds (“ETFs”) that trade on the Toronto Stock Exchange (“TSX”) and Aequitas NEO Exchange (“NEO”) for the 2022 tax year. Please note that this is an update to the estimated year-end reinvested distributions previously announced on November 14, 2022.

These are distributions of undistributed net income and/or capital gains. The distributions will be reinvested in additional units of the respective ETFs and do not include ongoing monthly, quarterly, semi-annual or annual cash distribution amounts. The additional units will be immediately consolidated with the units previously outstanding, so that the number of units outstanding following the distribution will equal the number of units outstanding prior to the distribution.

The record date for these distributions is December 30, 2022. The actual taxable amounts distributed by the ETFs in 2022, including the tax characteristics of these amounts, will be reported to brokers through CDS Clearing and Depository Services Inc. in early 2023.
 

Details of the final per-unit distribution amounts are as follows:

December 21, 2022

Mackenzie Investments Announces December 2022 Distributions for its Exchange Traded Funds


TORONTO ­– December 21, 2022
– Mackenzie Investments today announced the December 2022 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on December 30, 2022 will receive cash distributions payable on January 9, 2023.

Details of the per-unit distribution amounts are as follows:

December 16, 2022

Mackenzie Master Limited Partnership Announces Estimate of Distribution of Partnership Income



TORONTO, ON – December 16, 2022 – Mackenzie Financial Corporation (Mackenzie Investments), part of IGM Financial Inc. (TSX: IGM), today announced that Mackenzie Master Limited Partnership (Stock Symbol MKZ-UN, CUSIP 554905109) has estimated a distribution of partnership income as follows:     

December 15, 2022

Inflation, Policy Tightening, Geopolitics: Mackenzie Investments 2023 Outlook Predicts Risks Amid Slower Economic Growth




TORONTO, ON – December 14, 2022 – Mackenzie Investments (“Mackenzie”) is forecasting a slowing economy that will shift the risks facing investors in the year ahead according to its 2023 Outlook: The Blue Book. The report offers insights for financial advisors and investors on trends shaping Canadian and global economies and the impact on capital markets.

December 13, 2022

Mackenzie Investments Announces December 2022 Quarterly Distributions for its Exchange Traded Funds


TORONTO, December 13, 2022
- Mackenzie Investments today announced the December 2022 quarterly cash distributions for its equity Exchange Traded Funds ("ETFs") listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on December 20, 2022 will receive cash distributions payable on December 29, 2022.

Details of the per-unit distribution amounts are as follows:

November 25, 2022

Mackenzie Investments Announces November 2022 Distributions for its Exchange Traded Funds


TORONTO ­– November 25, 2022
– Mackenzie Investments today announced the November 2022 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on December 2, 2022 will receive cash distributions payable on December 9, 2022. 

Details of the per-unit distribution amounts are as follows:
 

November 14, 2022

Mackenzie Investments Announces Estimated Year-End Reinvested Distributions for its Exchange Traded Funds



TORONTO ­– November 14, 2022
– Mackenzie Investments today announced the estimated year-end reinvested distributions for its exchange-traded funds (“ETFs”) that trade on the Toronto Stock Exchange (“TSX”) and Aequitas NEO Exchange (“NEO”) for the 2022 tax year. Please note that these are estimated amounts only as of October 15, 2022, as listed below.. These amounts reflect forward looking information and the actual reinvested distributions may differ materially from these estimates.

October 26, 2022

Mackenzie Investments Announces October 2022 Distributions for its Exchange Traded Funds


TORONTO ­– October 26, 2022
– Mackenzie Investments today announced the October 2022 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on November 2, 2022 will receive cash distributions payable on November 9, 2022. 

Details of the per-unit distribution amounts are as follows:
 

October 17, 2022

Mackenzie Investments’ New Fund Offers Investors Access to Companies That Champion Innovation


Mackenzie Bluewater Next Gen Growth Fund will invest in innovation leaders across industries with strong growth potential
 

TORONTO, October 17, 2022 – Mackenzie Investments today announced the launch of Mackenzie Bluewater Next Gen Growth Fund (“the Fund”), a global equity fund investing in companies driven by product, services or business model innovation. 

September 27, 2022

Mackenzie Investments Announces September 2022 Distributions for its Exchange Traded Funds


TORONTO, September 27, 2022
- Mackenzie Investments today announced the September 2022 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on October 4, 2022 will receive cash distributions payable on October 12, 2022.

Details of the per-unit distribution amounts are as follows:

September 22, 2022

Mackenzie Investments Announces Risk Rating Changes for Select Mutual Funds


TORONTO, September 22, 2022
 – Mackenzie Investments (“Mackenzie”) today announced changes to the risk ratings of select mutual funds, effective on or about September 29, 2022.

Mackenzie reviews and adjusts risk ratings in accordance with the Risk Classification Methodology mandated by the Canadian securities regulators. The risk rating of the following Funds will change as outlined below. There are no changes to the investment strategies of these Funds. 
 

September 13, 2022

Mackenzie Investments Announces September 2022 Quarterly Distributions for its Exchange Traded Funds


TORONTO, September 13, 2022
- Mackenzie Investments today announced the September 2022 quarterly cash distributions for its equity Exchange Traded Funds ("ETFs") listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on September 20, 2022 will receive cash distributions payable on September 27, 2022.

Details of the per-unit distribution amounts are as follows:

September 8, 2022

New Funds from Mackenzie Investments Aim to Give Canadians Exposure to Inflation-Resilient Assets and Provide New Opportunities for U.S. Dollar Investments

  • Mackenzie Inflation-Focused Fund will invest in a mix of equity and fixed income securities which are expected to be collectively resilient to inflation
  • Mackenzie USD US Mid Cap Opportunities Fund will invest in companies with strong management and growth prospects and attractive financial metrics
     

TORONTO, September 8, 2022 – Mackenzie Investments (“Mackenzie”) has launched two new mutual funds, Mackenzie Inflation-Focused Fund and Mackenzie USD US Mid Cap Opportunities Fund (“the Funds”).

Mackenzie Inflation-Focused Fund is designed to help Canadian investors mitigate the impacts of inflation on their portfolios, while Mackenzie USD US Mid Cap Opportunities Fund expands Mackenzie’s U.S. dollar fund offerings.  

August 26, 2022

Mackenzie Investments Announces August 2022 Distributions for its Exchange Traded Funds


TORONTO ­– August 26, 2022
– Mackenzie Investments today announced the August 2022 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on September 2, 2022 will receive cash distributions payable on September 12, 2022. 

Details of the per-unit distribution amounts are as follows:
 

July 26, 2022

Mackenzie Investments Announces July 2022 Distributions for its Exchange Traded Funds


TORONTO ­– July 26, 2022
– Mackenzie Investments today announced the July 2022 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on August 3, 2022 will receive cash distributions payable on August 10, 2022. 

July 19, 2022

Mackenzie Investments Becomes First North American Cohort to Participate in the Investments & Wealth Institute’s New Private Markets Course

Partnership solidifies Mackenzie’s leadership in the Canadian alternative investments space and reinforces ongoing commitment to education and accessibility  


DENVER, CO & TORONTO, ON – July 19, 2022 –
The Investments & Wealth Institute (“the Institute”) today announced that Mackenzie Investments (“Mackenzie”), one of Canada’s leading asset managers, has become the first financial services cohort in North America to officially participate in their new Private Markets for Advisors training course, launched in May 2022. 

June 27, 2022

Mackenzie Investments Announces June 2022 Distributions for its Exchange Traded Funds


TORONTO ­– June 27, 2022
– Mackenzie Investments today announced the June 2022 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on July 5, 2022 will receive cash distributions payable on July 12, 2022. 

Details of the per-unit distribution amounts are as follows:

 

June 15, 2022

Mackenzie Investments Forecasts Economic Recalibration in 2022 Mid-Year Outlook Report

  • Decades-high inflation underpinned by war in Ukraine and enduring COVID policies
  • China will look to favour growth as COVID policies create ongoing waves
  • Central banks may tolerate slow growth in fight to tame inflation
June 14, 2022

Mackenzie Investments Announces June 2022 Quarterly Distributions for its Exchange Traded Funds


TORONTO, June 14, 2022 -
Mackenzie Investments today announced the June 2022 quarterly cash distributions for its equity Exchange Traded Funds ("ETFs") listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on June 21, 2022 will receive cash distributions payable on June 28 2022.

Details of the per-unit distribution amounts are as follows:
 

May 26, 2022

Mackenzie Investments Announces May 2022 Distributions for its Exchange Traded Funds


TORONTO ­– May 26, 2022
– Mackenzie Investments today announced the May 2022 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on June 2, 2022 will receive cash distributions payable on June 9, 2022.

Details of the per-unit distribution amounts are as follows:

 

May 10, 2022

Mackenzie Investments Enhances Canadians’ Access to Private Equity with New Alternative Investments Fund

Mackenzie Northleaf Global Private Equity Fund allows retail investors to expand their investment universe and gain exposure to private equity

TORONTO, May 10, 2022 – Mackenzie Investments (“Mackenzie”) today announced the launch of Mackenzie Northleaf Global Private Equity Fund (“the Fund”), in partnership with Northleaf Capital Partners (“Northleaf”), further expanding the accessibility of alternative investments to Canadian retail accredited investors.

May 10, 2022

Mackenzie Investments Announces Results of Special Meetings on Fund Mergers

TORONTO, May 10, 2022 – Mackenzie Investments today announced the results of special meetings held Monday, May 9, 2022 where investors approved a series of fund mergers, found in the table below.  These are intended to further streamline Mackenzie's product shelf. The mergers will be executed on or about May 20, 2022.

April 26, 2022

Mackenzie Investments Announces April 2022 Distributions for its Exchange Traded Funds


TORONTO ­– April 26, 2022
– Mackenzie Investments today announced the April 2022 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on May 3, 2022 will receive cash distributions payable on May 10, 2022. 

April 21, 2022

Mackenzie Investments Third Annual Earth Day Study: Canadians Backing Words with Actions When It Comes to Being Sustainability Changemakers

  • Almost 60 per cent of investors currently hold sustainable investments or are planning to in the next few years
  • Environment, human rights, fair labour practices and gender equality are the most popular causes supported by investors
  • Taking action beyond investing more than 90 per cent of Canadians recycle and use reusable shopping bags; 85 per cent donate clothes and other goods

 

TORONTO, April 21, 2022– According to Mackenzie Investments’ third annual Earth Day Study, Canadians continue to be sustainability changemakers by aligning their investing with their values.  However, the study also found that their commitment to making a positive impact on the world around them includes taking action in other areas of their lives as well.

April 19, 2022

Adanac Ski Hill and Kimberley Alpine Resort Announced as Co-Winners of Second Annual Mackenzie Top Peak Contest

Teams representing the Ontario and BC ski hills will each take home $50,000 grand prizes to invest in their local communities


TORONTO, April 19, 2022
– Mackenzie Investments (“Mackenzie”) today announced that, after a thrilling race to the finish, teams representing Adanac Ski Hill (Sudbury, ON) and Kimberley Alpine Resort (Kimberley, BC) tied for first place in Mackenzie Investments’ second annual Mackenzie Top Peak contest (“Top Peak”). Each will receive $50,000 to invest in local community projects. Teams representing Sommet Saint- Sauveur (QC), Fernie Alpine Resort (BC) and Mont Blanc (QC) placed third, fourth and fifth respectively.  

March 28, 2022

Mackenzie Investments Announces March 2022 Distributions for its Exchange Traded Funds


TORONTO ­– March 28, 2022
– Mackenzie Investments today announced the March 2022 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on April 4, 2022 will receive cash distributions payable on April 11, 2022.

March 24, 2022

Media Guide: Mackenzie Investments Market Commentary Spokesperson Availability

Need a quote or a fresh perspective on things? Mackenzie has some of Canada’s top macro-economic commentators 

TORONTO, March 24, 2022 – Canadian financial advisors and investors are facing new economic realities and an evolving investment landscape as the world rebounds from the COVID-19 pandemic. 2022 will bring new sets of challenges and opportunities for investors and their adaptability will greatly be affected by how capital markets respond to the aftershocks of the pandemic- and fresh challenges from around the world, including geo-political tensions and inflation.

March 9, 2022

Mackenzie Investments Announces Proposed Changes to Its Fund Line Up


TORONTO, March 9, 2022 –
As part of its ongoing efforts to streamline its product shelf, Mackenzie Investments (“Mackenzie”) today announced the following series of proposed fund mergers and a fund portfolio management change.

March 8, 2022

Creating a More Invested World: Mackenzie Together Announces New Women’s Initiatives

Mackenzie Investments commits $500,000 to charities and announces new educational partnership that supports women


TORONTO, March 8, 2022 - In celebration of International Women’s Day, Mackenzie Investments’ Mackenzie Together community program has pledged $500,000 in new support to Canadian charities that seek to provide financial security for women in need. Additionally, the firm announced a new female-driven educational partnership with Ivey Business School to help the investment industry better engage and inspire women. 

February 8, 2022

New Mackenzie Investments ETF Enhances Investor Access to Emerging Market Opportunities

Mackenzie Emerging Markets Equity Index ETF helps investors further diversify their portfolios and tap into growth taking place in emerging economies 

TORONTO, February 8, 2022 – Mackenzie Investments today launched Mackenzie Emerging Markets Equity Index ETF (“The ETF”), offering Canadians a new opportunity to potentially benefit from the rapid economic growth taking place in global emerging markets and exposure to diversified sectors and geographies.

January 27, 2022

Mackenzie Investments Expands Retail Investor Access to Private Markets with Groundbreaking New Interval Fund


New Mackenzie Northleaf Private Credit Interval Fund offers a unique way to enhance performance while reducing risk and volatility


TORONTO, January 27, 2022
 – As part of its ongoing commitment to democratize alternative investments in Canada, Mackenzie Investments (“Mackenzie”) today announced the launch of Mackenzie Northleaf Private Credit Interval Fund (the “Fund”), a first-of-its-kind retail offering in Canada, in partnership with Northleaf Capital Partners (“Northleaf”). The unique structure of the Fund delivers unprecedented access for Canadian retail investors to institutional private credit investments and offers the potential to enhance the performance of balanced and fixed income portfolios, while reducing risk and volatility.

The Fund uses an interval fund structure which allows for limited redemptions at quarterly intervals. This provides retail investors with a new way to access illiquid private credit investment strategies that have traditionally been reserved for accredited and institutional investors and typically feature significant minimum investment requirements.  

“We’re thrilled to pioneer this innovative investment solution for Canadian investors,” said Michael Schnitman, Head of Alternatives, Mackenzie Investments. “We believe the Mackenzie Northleaf Private Credit Interval Fund will appeal to long-term investors who are seeking to diversify their portfolios with non-traditional asset classes that have the potential for above average yields from private senior secured loans.”

The Fund’s structure represents a unique offering to retail investors and includes the following features:

January 26, 2022

Mackenzie Investments Wins 13 FundGrade® A+ Awards for Outstanding Investment Performance

TORONTO, January 26, 2022 – Mackenzie Investments (“Mackenzie”) today announced that 13 of its mutual funds, exchange traded funds (“ETFs”) and guaranteed income funds (“GIFs”) won 2021 Fundata FundGrade A+ Awards.  These prestigious awards are presented annually to Canadian investment funds that achieve consistently high FundGrade scores throughout the calendar year.

“We’re honoured to be recognized once again as a leader in fund performance by Fundata,” said Barry McInerney, President and CEO, Mackenzie Investments. “Winning 13 Fundgrade A+ awards in 11 different categories truly validates our investment management team’s ongoing efforts to provide Canadian investors with unparalleled choice, innovation and performance.”

“Mackenzie is committed to creating a more invested world and our focus will continue to be on designing and launching investment solutions that help people realize their dreams,” concluded Mr. McInerney.

Mackenzie won awards for the following funds:

January 26, 2022

Mackenzie Investments Announces January 2022 Distributions for its Exchange Traded Funds


TORONTO ­– January 26, 2022
– Mackenzie Investments today announced the January 2022 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on February 2, 2022 will receive cash distributions payable on February 9, 2022.

January 26, 2022

Mackenzie Investments Announces February 2022 Distributions for its Exchange Traded Funds


TORONTO ­– February 23, 2022
– Mackenzie Investments today announced the February 2022 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on March 2, 2022 will receive cash distributions payable on March 9, 2022.

January 21, 2022

Mackenzie Investments Partners with Wealthsimple to Launch New Sustainable Fixed Income ETF

Wealthsimple North American Green Bond Index ETF allows investors to potentially benefit from growth in the green bond market and align investing with their values

January 12, 2022

Record Breaking Year for ETFs Spurred by Canadians’ Interest in Sustainable Investing, Crypto and Inflation Protection

Canadians invested a record $53 billion in domestic-listed ETFs in 2021; growth expected to continue into 2022 and beyond

TORONTO, January 12, 2021 – Mackenzie Investments (“Mackenzie”) today released its annual Mackenzie Investments Year-End ETF Report. The study examines the growth of the exchange traded fund (“ETF”) industry in Canada in 2021 and analyses the trends that will influence the industry into 2022 within an economy still adjusting to the effects of the global COVID-19 pandemic.

The report finds that in 2021 ETFs benefited from uncertain market conditions and strong market gains, as Canadians invested a record-breaking $53 billion dollars into the space. The marketplace in Canada also grew to a record-breaking 1,177 Canadian-listed ETFs, up from 1,010 at the end of 2020.

“Investors are increasingly viewing ETFs as a great way to build their investment portfolios,” said Michael Cooke, Head of ETFs, Mackenzie Investments. “With a growing amount of specialized ETF products, offering efficient exposure to categories such as cryptocurrency and sustainable investing, ETFs are proving to be a cost-effective and versatile way to create a portfolio that meets specific investor needs.”

The report also identifies key trends that have emerged in 2021 and will continue to shape the industry in the  year ahead, including:

  • A Focus on Sustainable Investing: In 2021 a record high $309 billion flowed into SI-focused ETFs globally as the pandemic helped to spotlight environmental, social and governance issues. This trend was reflected in Canada with significant AUM growth in domestically listed SI ETFs. As the trend of active management of SI ETFs grows, investors can expect that many new ETF issuances in the coming months will likely focus on environmental issues.
  • Protecting Against Inflation: As inflation persists, investors are increasingly looking towards inflation-protection funds to help safeguard their portfolios. ETFs are making diversification among inflation-hedging asset classes easier than ever before.
  • New Cryptocurrency Opportunities: Cryptocurrency ETFs are rising in popularity after first being introduced in 2021. Canada is an innovator in this field, as the first cryptocurrency ETFs were listed by Canadian companies. These assets are attractive to investors who want access to the growth of the cryptocurrency market or to add diversification to their portfolios.
  • International Opportunities: Developed and emerging market ETF categories have grown greatly in popularity among Canadians, with more than $8 billion in net flows in the past year, versus about $6 billion for Canadian and US-focused ETFs.
  • Asset Allocation ETFs: These all-in-one portfolios offer different combinations of core equity and fixed income ETF exposures to align with investor goals. Asset allocation ETFs are gaining popularity among Canadians and accounted for 11 per cent of net flows in Canadian ETFs.

The report notes that Canadian ETF industry growth is expected to continue in 2022 and beyond as Canadian investors complement their core holdings with more specialized and thematic ETFs, especially among key groups such as millennials, women and financial advisors.

We’ve seen huge year-over-year momentum in the Canadian ETF space. Product offerings continue to grow across the industry with core and satellite ETFs that support virtually any investment strategy,” observed Mr. Cooke.  “In 2022, investors will likely continue to incorporate ETFs into their portfolios at a record pace thanks to their increasing prevalence and their ability to provide precise exposures and cost efficiencies.”  

To read the full report, please visit mackenzieinvestments.com.

January 11, 2022

Mackenzie Investments and Canada Life Investment Management Ltd. Announce Special Meeting Results for Proposed Fund Reorganizations

Toronto, January 11, 2022 – Mackenzie Financial Corporation (“Mackenzie Investments” or “Mackenzie”) and Canada Life Investment Management Ltd. (“CLIML”) announced that investors approved the proposed reorganizations (each, a “Reorganization”) outlined below, at special meetings held earlier today.

As a result of the Reorganizations, investors who hold Canada Life series of each Mackenzie Fund indicated below will be transitioned to a corresponding and substantially similar mutual fund managed by CLIML.

The Reorganizations follow a larger set of transactions which occurred on December 31, 2020 whereby Mackenzie transitioned its responsibilities as manager and trustee of the Canada Life Mutual Funds (formerly the Quadrus Group of Funds) and the Canada Life Pathways Funds to CLIML. Further, the Reorganizations were not able to be initiated until a number of tax deferred mergers transitioned Canada Life Series investors to the Funds in July 2021. 

December 15, 2021

After-Shocks and Resets: Mackenzie Investments Forecasts Challenges Amid Economic Recovery in 2022 Outlook Report

TORONTO, ON – Dec. 15, 2021 – Mackenzie Investments (“Mackenzie”) today released its economic forecast for the year ahead in its 2022 Outlook. The report offers insights for financial advisors and investors from Mackenzie’s experts on trends shaping Canadian and global markets and economies.

November 4, 2021

Mackenzie Investments Launches Innovative Multi-Asset Solution with Limited Cryptocurrency Exposure

Expanding its partnership with award-winning asset manager TOBAM, Mackenzie’s Maximum Diversification Global Multi-Asset Fund offers potential for strong returns with reduced volatility


TORONTO, November 4, 2021
 –Mackenzie Investments (“Mackenzie”) today introduced Mackenzie Maximum Diversification Global Multi-Asset Fund (“the Fund”).  The launch further expands its suite of Maximum Diversification® portfolio solutions offered in partnership with sub-advisor TOBAM, an award-winning Paris-based asset manager with a unique investment philosophy and proprietary mathematical approach that finds value in diversification. 

October 29, 2021

Mackenzie Investments Announces Changes to Four Mackenzie CL LP Funds

TORONTO, October 29, 2021 – Mackenzie Investments announced the following changes to the names, investment objectives and investment strategies of the four Mackenzie CL LP Funds listed below, all effective today.

October 26, 2021

Mackenzie Investments Announces October 2021 Distributions for its Exchange Traded Funds

TORONTO ­– October 26, 2021 – Mackenzie Investments today announced the October 2021 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on November 2, 2021 will receive cash distributions payable on November 9, 2021.

Details of the per-unit distribution amounts are as follows:

October 25, 2021

New Funds from Mackenzie Investments Provide Investors with Access to New Monthly Income Solution and Sustainable Fixed Income Opportunity

  • Mackenzie Monthly Income Growth Portfolio seeks to offer investors predictable cashflow, lower volatility
  • Mackenzie Global Green Bond Fund helps contribute to a greener global economy
     

TORONTO, October 25, 2021 – Mackenzie Investments (“Mackenzie”) today expanded its suite of mutual fund offerings with the launch of two new funds, Mackenzie Monthly Income Growth Portfolio and Mackenzie Global Green Bond Fund (“the Funds”).

Mackenzie Monthly Income Growth Portfolio seeks to provide income and growth potential with downside mitigation through access to multiple asset classes while Mackenzie Global Green Bond Fund offers investors a low-risk fixed income option while supporting sustainable initiatives.

“We’re thrilled to be offering Canadian investors new, innovative solutions to achieve their investment goals, which sometimes include objectives beyond just investment returns,” said Kristi Ashcroft, Head of Product, Mackenzie Investments. “Mackenzie Monthly Income Growth Portfolio adds to our suite of Monthly Income Portfolios and was designed primarily for retirees in the decumulation phase of investing while Mackenzie Global Green Bond Fund expands our growing line-up of sustainable investment options, allowing Canadians to continue to align their investments with their values.” 
 

October 19, 2021

Mackenzie Investments Introduces Two Funds to Expand Canadians’ Access to Growth Opportunities in China

  • Mackenzie ChinaAMC All China Bond Fund provides investors access to growing Chinese bond market
  • Mackenzie ChinaAMC Multi Asset Fund offers increased diversification and strong long-term growth potential

TORONTO, October 19, 2021 – Furthering its commitment to offer Canadian investors expanded access to the strong growth taking place in China, Mackenzie Investments (“Mackenzie”) today announced the launch of Mackenzie ChinaAMC All China Bond Fund and Mackenzie ChinaAMC Multi Asset Fund (“the Funds”). The Funds will be sub-advised by China Asset Management Co., Ltd. (“ChinaAMC”).

“We’re proud to offer Canadian investors these two unique opportunities to take advantage of the significant growth that continues to take place in China,” said Barry McInerney, President & CEO, Mackenzie Investments. “The Chinese bond market, at more than $20 trillion and growing, is now the second largest in the world and is simply too big to ignore, while the strong growth and diversification of China’s equity markets continue to represent attractive investment opportunities.”

October 5, 2021

Mackenzie Investments Launches Innovative Private Infrastructure Fund

Mackenzie Northleaf Private Infrastructure Fund offers retail investors potential for strong returns, income and long-term capital appreciation


TORONTO, October 5, 2021
 – Mackenzie Investments (“Mackenzie”) today announced the launch of Mackenzie Northleaf Private Infrastructure Fund (the “Fund”) as part of its ongoing commitment to expand retail investor access to private market investment solutions.  

September 30, 2021

Canadians Rally Around Mackenzie Investments Interactive ‘Money Tree’ to Raise $100,000 for Charity

The Mackenzie Money Tree serves as a symbol of building a more sustainable future for all Canadians

September 27, 2021

Mackenzie Investments Announces September 2021 Distributions for its Exchange Traded Funds

TORONTO ­– September 27, 2021 – Mackenzie Investments today announced the September 2021 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on October 4, 2021 will receive cash distributions payable on October 12, 2021.

September 24, 2021

Mackenzie Investments Interactive “Money Tree” Display in Downtown Toronto to Promote Sustainable Investing and Support Charity

The Mackenzie Money Tree, a symbol of building a more sustainable future for all Canadians, pledges up to $100,000 in charitable donations

September 23, 2021

Mackenzie Investments Retirement Study: Canadians are Saving for Retirement, but Majority Lack Confidence on How to Manage Their Nest Egg

  • 86 per cent of working Canadians surveyed have started saving for retirement
  • But only 20 per cent are very confident on how to handle their investments

TORONTO, ON – September 23, 2021 – Mackenzie Investments today released its third annual retirement study, Mackenzie Retirement Reality Check 2021. The new report, based on a survey of employed Canadians 45+ and retirees that was conducted by Pollara Strategic Insights, finds that the overwhelming majority of working Canadians have started to save for their retirement.  But, despite this positive finding, only 20 per cent feel very confident about how to manage and grow their money once they enter their retirement years and just half (53 per cent) have given it any thought at all.

August 20, 2021

Mackenzie Investments and Canada Life Investment Management Ltd. Announce Special Meeting Results for Proposed Fund Reorganization

Toronto, August 20, 2021 – Mackenzie Financial Corporation (“Mackenzie Investments” or “Mackenzie”) and Canada Life Investment Management Ltd. (“CLIML”) announced that investors approved the proposed reorganization of the Canada Life series of Mackenzie Global Resource Fund (the “Fund”) as outlined below.

As a result of the reorganization, investors who hold Canada Life series of the Fund will be transitioned, on a tax-deferred basis, to a corresponding and substantially similar mutual fund managed by CLIML.

This reorganization follows a larger set of transactions which occurred on December 31, 2020 whereby Mackenzie transitioned its responsibilities as manager and trustee of the Canada Life Mutual Funds (formerly the Quadrus Group of Funds) and the Canada Life Pathways Funds to CLIML. As a result of the Fund being offered under multiple prospectuses, the reorganization was scheduled at a later date.  

July 21, 2021

Mackenzie Investments Announces Risk Rating, Distribution Frequency and Pricing Changes for Select ETFs and Mutual Funds


TORONTO, July 21, 2021
 – Mackenzie Investments (“Mackenzie”) today announced changes to the risk ratings, frequency of distributions and pricing for the following exchange traded funds (“ETFs”) and mutual funds.

Risk Rating Changes
Mackenzie reviews risk ratings and makes adjustments in accordance with the Risk Classification Methodology mandated by the Canadian Securities Regulators. The risk ratings of two ETFs will change as outlined below. There are no changes to the investment strategies of these ETFs.

July 14, 2021

New Mackenzie Mutual Fund Expands Investor Access to Tax-Efficient Returns on Equities

Mackenzie Tax-Managed Global Equity Fund, a Canadian first, helps investors keep more of what they earn by incorporating a variety of tax management strategies

TORONTO, ON – July 14 2021 – Mackenzie Investments today announced the launch of Mackenzie Tax-Managed Global Equity Fund (“the Fund”). The Fund seeks to provide investors with long-term tax effective rates of return by investing primarily in equity securities issued by companies of any size, anywhere in the world. 

July 2, 2021

Mackenzie Investments Updates Investment Mandate of Mackenzie CL US All Cap Growth LP Fund

TORONTO, ON – July 2 2021 – Mackenzie Financial Corporation (“Mackenzie”) today announced changes to Mackenzie CL US All Cap Growth LP (the “Fund”).

June 29, 2021

Mackenzie Investments Changes Investment Objective and Name of Symmetry Low Volatility Fund


Toronto, June 29, 2021
– Mackenzie Investments (“Mackenzie”) today announced changes to the investment objectives of Symmetry Low Volatility Fund (“the Fund”).

The changes allow the Fund to pursue long-term capital growth by investing primarily in equity securities of companies anywhere in the world outside of Canada and the United States, rather than focusing solely on global companies with low volatility.

Mackenzie is currently the only investor in the Fund and it is not sold to retail investors. The Fund will continue to only be available for investments by other Mackenzie managed mutual funds.

Concurrent with the change, the Fund will be renamed Mack EAFE Equity Pool.

The changes are effective as of June 29, 2021. 

June 22, 2021

Mackenzie Investments Mid-Year ETF Report: Top ETF Trends for a Post-Pandemic World

 
  • $25 billion flowed into the Canadian ETF market in first five months of 2021
  • A record breaking $3 billion in inflows to Canadian-listed ESG-focused ETFs between January and March
  • Canadian-listed ETFs are also fueling momentum and providing investors with more options 


TORONTO, ON – June 22 2021 –
Mackenzie Investments (“Mackenzie”) today released its 2021 Mid-Year ETF Report . The study provides an overview of the Canadian Exchange Traded Fund (“ETF”) industry in the first half of 2021 and identifies trends that will continue to influence this investing category as the country gradually emerges from the COVID-19 pandemic.

June 15, 2021

Mackenzie Investments Announces June 2021 Quarterly Distributions for its Exchange Traded Funds


TORONTO, June 15, 2020
- Mackenzie Investments today announced the June 2021 quarterly cash distributions for its equity Exchange Traded Funds ("ETFs") listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange (”NEO”). Unitholders of record on June 22, 2021 will receive cash distributions payable on June 29, 2021.

May 20, 2021

Mackenzie Investments Announces Wind-Up of Mackenzie Canada Life Corporate Class Mutual Funds

Toronto, May 20, 2021 – Mackenzie Investments (“Mackenzie”) today announced its intention to wind-up Mackenzie Financial Capital Corporation (“Capitalcorp”). This will impact its suite of corporate class funds, resulting in the merging of each into its corresponding trust fund equivalent, on a tax-deferred basis.

May 20, 2021

Mackenzie Investments Announces Wind-Up of Corporate Class Mutual Funds

Toronto, May 20, 2021 – Mackenzie Investments (“Mackenzie”) today announced its intention to wind-up Mackenzie Financial Capital Corporation (“Capitalcorp”). This will impact its suite of 34 corporate class funds (“the Funds”), resulting in the merging of each Fund into its corresponding trust fund equivalent, on a tax-deferred basis.   

May 12, 2021

Mackenzie Investments Partners with Wealthsimple to Launch Canada’s First Shariah-Compliant ETF

Wealthsimple Shariah World Equity Index ETF provides Canadian investors with access to global Shariah-compliant companies
 

TORONTO, ON – May 12, 2021– Mackenzie Investments (“Mackenzie”) today announced the listing of Wealthsimple’s first Shariah-compliant exchange traded fund (“ETF”), Wealthsimple Shariah World Equity Index ETF (“the Wealthsimple ETF”), with Mackenzie serving as trustee, manager and portfolio manager.

May 11, 2021

Mackenzie Investments Announces Results of Special Meetings on Fund Merger and Investment Objective Change

Toronto, May 11, 2021 – Mackenzie Investments announced the results of special meetings held yesterday where investors approved a fund merger and a change in investment objective. Both are intended to further streamline Mackenzie's product shelf and make it easier to navigate.

April 9, 2021

New Mackenzie Investments Funds Offer Investors Enhanced Access to Growth in Sustainable Investing Space

Mackenzie Greenchip Global Balanced Fund and Mackenzie Global Sustainable Bond Fund deliver potential for strong and stable returns


TORONTO, April 9, 2021
 – Mackenzie Investments (“Mackenzie”) expanded its selection of sustainable solutions today with the introduction of two new mutual funds, Mackenzie Greenchip Global Balanced Fund and Mackenzie Global Sustainable Bond Fund (“the Funds”). 

March 23, 2021

Mackenzie Investments and Canada Life Investment Management Ltd. Announce Special Meetings Results for Proposed Fund Reorganizations

Toronto, March 23, 2021 – Mackenzie Financial Corporation (“Mackenzie Investments” or “Mackenzie”) and Canada Life Investment Management Ltd. (“CLIML”) announced that investors approved the proposed fund reorganizations outlined below (each, a “Reorganization”) at special meetings held earlier today.

March 16, 2021

Mackenzie Investments Announces March 2021 Quarterly Distributions for its Exchange Traded Funds


TORONTO, March 16, 2020
- Mackenzie Investments today announced the March 2021 quarterly cash distributions for its equity Exchange Traded Funds ("ETFs") listed below that trade on the Toronto Stock Exchange (TSX). Unitholders of record on March 23, 2021 will receive cash distributions payable on March 30, 2021.

March 15, 2021

Mackenzie Investments Announces ETF Name Change

Toronto, March 15, 2021 – Mackenzie Investments (“Mackenzie”) today announced it is renaming Mackenzie Global Leadership Impact ETF (“the ETF”). The proposed change is as follows:

March 11, 2021

Mackenzie Investments Introduces Innovative Private Credit Fund

The Mackenzie Northleaf Private Credit Fund provides retail investors with access to the benefits of private lending

TORONTO, March 11, 2021 – As part of its ongoing commitment to make alternative investments more accessible to retail investors, Mackenzie Investments (“Mackenzie”) today announced the launch of Mackenzie Northleaf Private Credit Fund (“the Fund”).

March 5, 2021

Mackenzie Investments Announces Proposed Changes to Further Streamline Mutual Fund Shelf

Toronto, March 5, 2021 – As part of its ongoing efforts to streamline its mutual fund product shelf Mackenzie Investments (“Mackenzie”) today announced the following proposed fund merger and fund objective change:

February 23, 2021

Mackenzie Investments Announces February 2021 Distributions for its Exchange Traded Funds

 

TORONTO ­– February 23, 2021 – Mackenzie Investments today announced the February 2021 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on March 2, 2021 will receive cash distributions payable on March 9, 2021.

February 12, 2021

Mackenzie Investments Provides Update on Proposed Reorganization of Mackenzie Global Resource Fund

Toronto, February 12, 2021 – Mackenzie Investments (“Mackenzie”) today announced that it is postponing the proposed reorganization of Mackenzie Global Resource Fund (“the Fund”) with Canada Life Global Resource Fund, a mutual fund managed by its affiliate Canada Life Investment Management Ltd. (“CLIML”) and a subsidiary of The Canada Life Assurance Company (“Canada Life’). 

February 9, 2021

Mackenzie Investments Launches “Top Peak” Contest to Support Canada’s Ski Communities

New national initiative challenges Canada’s skiers to get creative and win $50,000 for a community investment project

TORONTO, ON – February 9, 2021 – Mackenzie Investments (“Mackenzie”) today announced the launch of Mackenzie Top Peak (“Top Peak”), a new national competition and call to action for ski communities across the country. Mackenzie is searching for one ski community that’s a little more invested in the people, place and sport they love – and isn’t afraid to show it across social media and through fun local challenges.

January 26, 2021

Mackenzie Investments Announces January 2021 Distributions for its Exchange Traded Funds

 

TORONTO ­– January 26, 2021 – Mackenzie Investments today announced the January 2021 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on February 2, 2021 will receive cash distributions payable on February 9, 2021.

January 26, 2021

Mackenzie Investments ETF Report: 2020 Was a Record-Breaking Year for Canadian ETF Industry

  • Rapidly growing category attracted a record $41 billion in flows in 2020, with 115+ new offerings launched
  • ETF sector expected to continue to grow in 2021 through increased investor awareness, more Canadian-listed funds and pressure on providers to expand their offerings
January 22, 2021

Mackenzie Investments Wins 11 FundGrade® A+ Awards for Outstanding Fund Performance

TORONTO, ON – January 22, 2021 – Mackenzie Investments today announced that 11 of its mutual funds and exchange traded funds (“ETFs”) won 2020 Fundata FundGrade A+ Awards, which are presented annually to Canadian investment funds that achieve consistently high FundGrade scores through an entire calendar year.

January 8, 2021

New Mackenzie Mutual Fund Expands Retail Investor Access to Private Equity Growth and Diversification Opportunities

Pioneering Mackenzie Private Equity Replication Fund aims to democratize access to the risk-return profile of private markets

TORONTO, January 8, 2021 – Mackenzie Investments today announced the launch of Mackenzie Private Equity Replication Fund (“the Fund”). A pioneering investment strategy, the mutual fund seeks to provide access to the amplified return and managed volatility characteristics of U.S. private equity buyouts. It does this by replicating key elements of the private equity investment profile including active exposures to specific industries, leverage, and volatility management.  In turn, the Fund has the potential to improve an overall portfolio’s performance and market resilience.

January 5, 2021

Lesley Marks Joins Mackenzie Investments as Chief Investment Officer (Equities)

Industry veteran will partner with Fixed Income and Multi-Asset Strategies CIO Steve Locke to lead firm’s award-winning investment boutiques

TORONTO ­– January 5, 2021 – Mackenzie Investments (“Mackenzie”) today announced the appointment of Lesley Marks as Chief Investment Officer (Equities) as part of the succession plan for Tony Elavia, Executive Vice-President and Chief Investment Officer (“CIO”), who last month announced his intention to retire December 31st, 2020.

January 4, 2021

Mackenzie Investments Announces Revised Final Year-End Reinvested Distribution for Mackenzie Canadian All Corporate Bond Index Exchange Traded Fund

TORONTO ­– January 4, 2021–Mackenzie Investments today announced a revision to the final year-end reinvested distribution for Mackenzie Canadian All Corporate Bond Index ETF that trades on the Aequitas NEO Exchange (“NEO”) for the 2020 tax year. Please note that this is an update to the final year-end reinvested distribution previously announced on December 23, 2020.

2021 April 28 Mackenzie Investments Announces Indices Changes

Toronto, April 30, 2021 – Mackenzie Investments (“Mackenzie”) announced that, effective today, it will change the indices for three Canadian Fixed Income Exchange Traded Funds (“ETFs”). The new index methodologies seek to enlarge the investing universe of each fund, while keeping true to the exposure an investor would seek in tracking these indices.

Media Advisory/Interview Opportunity: IGM Financial Experts Available for Commentary on 2021 Federal Budget

TORONTO – April 16, 2021: On April 19th, the 2021 Canadian federal budget will be delivered. IGM Financial Inc. (IGM) (TSX: IGM), through IG Wealth Management and Mackenzie Investments, has leading market commentators and personal finance experts who will be available to provide analysis of the budget and help put it in context for Canadians.  

2021 April 13 Andrew Simpson Joins Mackenzie

TORONTO, April 13, 2021 – Mackenzie Investments (“Mackenzie”) today announced that Andrew Simpson, a leader in sustainable investing, has joined the firm as Senior Vice-President and Portfolio Manager.

2021 April Team Mont Ste-Marie Claims First Place

TORONTO, April 26, 2021 – Mackenzie Investments (“Mackenzie”) announced the winner of its inaugural Mackenzie Top Peak ("Top Peak") competition. The team from Mont Ste-Marie, QC was awarded CAD$50,000 by Mackenzie for coming in first place. The money will be invested in the community, including improving public access to the hill, expanding the children’s racing program and enhancing safety and hill facilities.

21 April 2021 Mackenzie Investments Earth Day Study

Majority report that pandemic has made them more aware of societal impact of investment decisions

Mackenzie Investments Announces June 2021 Distributions

TORONTO ­– June 25, 2021 – Mackenzie Investments today announced the June 2021 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on July 5, 2021 will receive cash distributions payable on July 12, 2021.

Mackenzie July 2021 Distributions

TORONTO ­– July 27, 2021 – Mackenzie Investments today announced the July 2021 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on August 4, 2021 will receive cash distributions payable on August 11, 2021.

Mackenzie Investments Announces August 2021 Distributions for its Exchange Traded Funds

TORONTO ­– August 26, 2021 – Mackenzie Investments today announced the August 2021 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on September 2, 2021 will receive cash distributions payable on September 10, 2021.

Mackenzie Investments Expands Commitment to Sustainable Investing with Launch of Betterworld Boutique

Firm’s second ESG-focussed investment team launches its first two mutual fund offerings

Mackenzie Investments Announces September 2021 Quarterly Distributions for its Exchange Traded Funds

TORONTO, September 14, 2021 - Mackenzie Investments today announced the September 2021 quarterly cash distributions for its equity Exchange Traded Funds ("ETFs") listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange (”NEO”). Unitholders of record on September 21, 2021 will receive cash distributions payable on September 28, 2021.

Mackenzie Investments Announces Name, Risk Rating and Investment Strategy Changes for Select Mutual Funds

TORONTO, September 22, 2021 – Mackenzie Investments (“Mackenzie”) today announced changes to the names, risk ratings and investment strategy for the following mutual funds effective on or about September 29, 2021.

New Mackenzie Investments ETF Offers Investors Enhanced Access to Sustainable Fixed Income Opportunities

Mackenzie Global Sustainable Bond ETF aims to provide stable diversification opportunities by investing in sustainable debt from global issuers

Mackenzie Investments and Canada Life Investment Management Ltd. Announce Proposed Fund Reorganizations

TORONTO, November 12, 2021 - Mackenzie Financial Corporation ("Mackenzie Investments" or "Mackenzie") and Canada Life Investment Management Ltd. ("CLIML") today announced proposals to reorganize the funds outlined below (each, a "Reorganization") on a tax deferred basis, subject to regulatory approval and investor approval at special meetings to be held on January 11, 2022

Mackenzie Investments Wins Eight Lipper Awards Across a Range of Categories

TORONTO, November 17, 2021 – Mackenzie Investments today announced that its investment management team has earned eight Refinitiv Lipper Awards, including five mutual fund awards and three exchange traded fund (ETF) awards.

Mackenzie Investments Announces November 2021 Distributions for its Exchange Traded Funds

TORONTO ­– November 25, 2021 – Mackenzie Investments today announced the November 2021 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on December 2, 2021 will receive cash distributions payable on December 9, 2021.

Mackenzie Investments Announces Estimated Year-End Reinvested Distributions for its Exchange Traded Funds

TORONTO ­– December 10, 2021 – Mackenzie Investments today announced the estimated year-end reinvested distributions for its exchange-traded funds (“ETFs”) that trade on the Toronto Stock Exchange (“TSX”) and Aequitas NEO Exchange (“NEO”) for the 2021 tax year. Please note that these are estimated amounts only as of November 15, 2021, or, for ETFs that fully hedge their foreign currency exposure back to Canadian dollars and for our Allocation ETFs, as of December 3, 2021, as listed below. These amounts reflect forward looking information and the actual reinvested distributions may differ materially from these estimates.

These are estimated distributions of undistributed net income and/or capital gains. The distributions will be reinvested in additional units of the respective ETFs and do not include estimates of ongoing monthly, quarterly, semi-annual or annual cash distribution amounts. The additional units will be immediately consolidated with the units previously outstanding, so that the number of units outstanding following the distribution will equal the number of units outstanding prior to the distribution.

Mackenzie Investments expects to announce the final year-end reinvested distribution amounts for its ETFs on or about December 23, 2021. The record date for these distributions is December 31, 2021. The actual taxable amounts distributed by the ETFs in 2021, including the tax characteristics of these amounts, will be reported to brokers through CDS Clearing and Depository Services Inc. in early 2022.

Mackenzie Investments Announces December 2021 Quarterly Distributions for its Exchange Traded Funds

TORONTO, December 14, 2021 - Mackenzie Investments today announced the December 2021 quarterly cash distributions for its equity Exchange Traded Funds ("ETFs") listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on December 21, 2021will receive cash distributions payable on December 30, 2021.

Mackenzie Investments Announces December 2021 Distributions for its Exchange Traded Funds

TORONTO ­– December 22, 2021 – Mackenzie Investments today announced the December 2021 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on December 31, 2021 will receive cash distributions payable on January 10, 2022. 

Mackenzie Investments Announces Final Year-End Reinvested Distributions for its Exchange Traded Funds

TORONTO ­– December 23, 2021 – Mackenzie Investments today announced the final year-end reinvested distributions for its exchange-traded funds (“ETFs”) that trade on the Toronto Stock Exchange (“TSX”) and Aequitas NEO Exchange (“NEO”) for the 2021 tax year. Please note that this is an update to the estimated year-end reinvested distributions previously announced on  December 10, 2021.

These are distributions of undistributed net income and/or capital gains. The distributions will be reinvested in additional units of the respective ETFs and do not include ongoing monthly, quarterly, semi-annual or annual cash distribution amounts. The additional units will be immediately consolidated with the units previously outstanding, so that the number of units outstanding following the distribution will equal the number of units outstanding prior to the distribution.

The record date for these distributions is December 31, 2021. The actual taxable amounts distributed by the ETFs in 2021, including the tax characteristics of these amounts, will be reported to brokers through CDS Clearing and Depository Services Inc. in early 2022.

Mackenzie Investments Announces March 2022 Quarterly Distributions for its Exchange Traded Funds

TORONTO, March 15, 2022 - Mackenzie Investments today announced the March 2022 quarterly cash distributions for its equity Exchange Traded Funds ("ETFs") listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on March 22, 2022 will receive cash distributions payable on March 29 2022.

CAMRADATA 2022 IQ Awards Recognize Multiple Mackenzie Investments Strategies

Two Mackenzie Institutional Products identified as top performers within their categories

TORONTO, March 23, 2022 – Mackenzie Investments (“Mackenzie”) announced that it has won a CAMRADATA 2022 IQ Award for Mackenzie Global Environmental Equity (USD) Institutional Strategy, which placed at the top of its category in the Global Equity – Value All Cap (USD) CAMRADATA IQ Universe.

Mackenzie Investments Announces Ivy Investment Team Leadership Succession Plan

 
  • Mackenzie Ivy boutique head Paul Musson to retire March 2023 and will remain as advisor and consultant to the team
  • Matt Moody, a 17-year Ivy team veteran, will take over lead responsibilities

TORONTO, ON – June 9, 2022 – Mackenzie Investments (“Mackenzie”) today announced the succession plan for Paul Musson, Senior Vice President, Portfolio Manager and Head of the Mackenzie Ivy Team  (“Ivy Team” or “Team”).