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Mackenzie and Quadrus add new series for high net worth investors and make risk rating changes for certain funds

TORONTO – June 28, 2018 – Mackenzie Investments and Quadrus Investment Services Ltd. announced today the addition of new high net worth series (QFW and HW). These series options, available on all funds, are designed with the needs of high net worth investors in mind. Mackenzie and Quadrus are also launching the Global All Cap Equity Fund (Setanta) to provide investors with a unit trust mutual fund option for the equivalent corporate class option already available.

The new fund and new series (QFW and HW) are expected to be available on or about August 7, 2018.

Risk rating changes

In addition, changes to the risk ratings of the eight funds below were also announced today and will be reflected in the simplified prospectus of those funds. These changes result from compliance with the Canadian Securities Administrators’ Risk Classification Methodology. No changes have been made to the investment objectives or strategies of the funds listed below.

 

Fund name Category Current risk rating New risk rating
Dividend Class (GWLIM) Canadian Dividend & Income Equity Medium Low to Medium
Dividend Fund (GWLIM) Canadian Dividend & Income Equity Medium Low to Medium
Global Dividend Equity Class (Setanta) Global Equity Medium Low to Medium
Global Dividend Equity Fund (Setanta) Global Equity Medium Low to Medium
Global Real Estate Fund (London Capital) Real Estate Equity Medium to High Medium
Moderate Folio Fund Canadian Fixed Income Balanced Low to Medium Low
U.S. International Specialty Class Global Small/Mid Cap Equity Medium to High Medium
U.S. Low Volatility Fund (Putnam) U.S. Equity Low to Medium Medium

About Quadrus Investment Services Ltd.

Quadrus Investment Services Ltd. (“Quadrus”) is one of the largest mutual fund dealers in Canada. Quadrus is a member of the Great-West Lifeco Inc. group of companies, which includes The Great West Life Assurance Company, London Life Insurance Company and the Canada Life Assurance Company. Quadrus Group of Funds is distributed exclusively through the Quadrus Investment Services Ltd.

About Quadrus Group of Funds

Quadrus Group of Funds is managed by Mackenzie Investments and distributed exclusively through Quadrus Investment Services. 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.

About Mackenzie Investments

Mackenzie Investments was founded in 1967, and is a leading investment management firm providing investment advisory and related services. With $127.9 billion in assets under management as of May 31, 2018, 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 $157.7 billion in total assets under management as of May 31, 2018.

For further information, please contact:

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