Press Releases

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. 

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. 

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.

• 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.

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.

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.

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.

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.

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.

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.

 
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.” 

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.

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.

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.

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:

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:

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:

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:     

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.

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:

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:
 

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.

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:
 

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. 

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:

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. 
 

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:

• 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.  

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:
 

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. 

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. 

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:

• 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

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:
 

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:

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.

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.

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. 

• 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.

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.  

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.

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.

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.

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. 

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.

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:

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.

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:

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.

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

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.

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. 

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.

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. 

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.

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:

• 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.” 
 

• 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.”

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.  

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

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.

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

• 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.

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.  

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.

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. 

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

• $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.

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.

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.

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.   

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.

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.

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”). 

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.

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.

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:

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”).

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:

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.

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’). 

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.

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.

• 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

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.

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.

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 31^st, 2020.

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.

TORONTO ­– December 23, 2020 – 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 2020 tax year. Please note that this is an update to the estimated year-end reinvested previously announced on December 11, 2020.

TORONTO ­– December 22, 2020 – Mackenzie Investments today announced the December 2020 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, 2020 will receive cash distributions payable on January 8, 2021.

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

TORONTO ­– December 11, 2020 - 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 2020 tax year. Please note that these are estimated amounts only as of November 15, 2020 and reflect forward looking information. The actual reinvested distributions may differ materially from these estimates.

TORONTO ­– December 11, 2020 - 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 2020 tax year. Please note that these are estimated amounts only as of November 15, 2020 and reflect forward looking information. The actual reinvested distributions may differ materially from these estimates.

Acquisition will enhance Mackenzie’s in-house expertise in growing  Sustainable, Responsible and Impact (SRI) investing space

Toronto, ON  December 1, 2020 – Mackenzie Financial Corporation ("Mackenzie Investments") today announced that it has entered into an agreement to acquire Greenchip Financial Corp. (“Greenchip”), a Canadian firm focused exclusively on the environmental economy since 2007.  

Acquisition will enhance Mackenzie’s in-house expertise in growing  Sustainable, Responsible and Impact (SRI) investing space

TORONTO ­– November 25, 2020 – Mackenzie Investments today announced the November 2020 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, 2020 will receive cash distributions payable on December 9, 2020.

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

TORONTO ­– November 25, 2020 – Mackenzie Investments today announced the November 2020 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, 2020 will receive cash distributions payable on December 9, 2020.

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

TORONTO, November 19, 2020 – Mackenzie Investments today announced that its investment management team has earned five 2020 Refinitiv Lipper Awards, including the prestigious Canada ETF Award for Best Equity Group (Three Year).

TORONTO ­– November  13, 2020 –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 2020 tax year. Please note that these are estimated amounts only as of October 15, 2020. The actual reinvested distributions may differ materially from these estimates.

TORONTO ­– November  13, 2020 –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 2020 tax year. Please note that these are estimated amounts only as of October 15, 2020. The actual reinvested distributions may differ materially from these estimates.

    •   Health, community welfare and humanitarian efforts are the most popular causes Canadians support
    •   More than half are seeking advice on how to maximize impact and give in a tax efficient manner
    •   Mackenzie Charitable Giving Program helps integrate giving into an overall financial plan 

TORONTO, ON ­– November 10, 2020 – In advance of National Philanthropy Day (November 15), Mackenzie Investments today released its inaugural 2020 Canadian Charitable Giving Pulse Check, which shows that, despite the economic disruption caused by COVID-19, Canadians continue to show themselves to be a generous group.

TORONTO, ON ­– October 30, 2020 – Mackenzie Investments today announced that Arup Datta, Senior Vice President and Head of Mackenzie’s Global Quantitative Equity Team, will assume portfolio management responsibilities for the Mackenzie Global Equity Fund as of November 16, 2020.

Mr. Datta joined Mackenzie Investments in 2017 and manages several other strategies at the firm. He and his team will apply a quantitative investment approach to the fund, which analyzes thousands of stocks on a continuous basis.

TORONTO, ON ­– October 30, 2020 – Mackenzie Investments today announced that Arup Datta, Senior Vice President and Head of Mackenzie’s Global Quantitative Equity Team, will assume portfolio management responsibilities for the Mackenzie Global Equity Fund as of November 16, 2020.

Mr. Datta joined Mackenzie Investments in 2017 and manages several other strategies at the firm. He and his team will apply a quantitative investment approach to the fund, which analyzes thousands of stocks on a continuous basis.

TORONTO ­– October 27, 2020 – Mackenzie Investments today announced the October 2020 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 3, 2020 will receive cash distributions payable on November 10, 2020.

TORONTO ­– October 27, 2020 – Mackenzie Investments today announced the October 2020 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 3, 2020 will receive cash distributions payable on November 10, 2020.

According to Mackenzie’s Retirement Reality Check, working Canadians expect to retire later and need significantly more savings than current retirees

TORONTO, ON ­– October 27, 2020 – Mackenzie Investments today released its second annual retirement study, Mackenzie Retirement Reality Check 2020.  The new report shows that working Canadians will be facing a new retirement reality when compared to their parents and grandparents.  Further, they are seeking more insight and assistance from the financial services industry on how to effectively make the transition to retirement.

According to Mackenzie’s Retirement Reality Check, working Canadians expect to retire later and need significantly more savings than current retirees

TORONTO, ON ­– October 27, 2020 – Mackenzie Investments today released its second annual retirement study, Mackenzie Retirement Reality Check 2020.  The new report shows that working Canadians will be facing a new retirement reality when compared to their parents and grandparents.  Further, they are seeking more insight and assistance from the financial services industry on how to effectively make the transition to retirement.

Mackenzie US Small-Mid Cap Growth Class and Mackenzie US Small-Mid Cap Growth Currency Neutral Class will be closed to new investors as of October 29, 2020

TORONTO, September 28, 2020 - Mackenzie Investments today announced the Mackenzie US Small-Mid Cap Growth Class and Mackenzie US Small-Mid Cap Growth Currency Neutral Class will be soft capped as of October 29, 2020 due to capacity constraints. 

Mackenzie US Small-Mid Cap Growth Class and Mackenzie US Small-Mid Cap Growth Currency Neutral Class will be closed to new investors as of October 29, 2020

TORONTO, September 28, 2020 - Mackenzie Investments today announced the Mackenzie US Small-Mid Cap Growth Class and Mackenzie US Small-Mid Cap Growth Currency Neutral Class will be soft capped as of October 29, 2020 due to capacity constraints. 

TORONTO ­– September 28, 2020 – Mackenzie Investments today announced the September 2020 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 2, 2020 will receive cash distributions payable on October 9, 2020.

TORONTO ­– September 28, 2020 – Mackenzie Investments today announced the September 2020 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 2, 2020 will receive cash distributions payable on October 9, 2020.

TORONTO – September 25, 2020 – Mackenzie Investments announced today risk rating changes for the following mutual funds effective immediately.

TORONTO – September 25, 2020 – Mackenzie Investments announced today risk rating changes for the following mutual funds effective immediately.

New ETFs will span three key areas: premium beta, asset allocation and alternatives

TORONTO, September 24, 2020 - Mackenzie Investments today announced the upcoming launch of nine (9) new Exchange Traded Funds (ETFs) that broaden choice for investors. In addition, the firm is introducing USD units on the Mackenzie US Large Cap Equity Index ETF and Mackenzie Global Sustainable Dividend Index ETF. 

New ETFs will span three key areas: premium beta, asset allocation and alternatives

TORONTO, September 24, 2020 - Mackenzie Investments today announced the upcoming launch of nine (9) new Exchange Traded Funds (ETFs) that broaden choice for investors. In addition, the firm is introducing USD units on the Mackenzie US Large Cap Equity Index ETF and Mackenzie Global Sustainable Dividend Index ETF. 

TORONTO, September 16, 2020 - Mackenzie Investments today announced the September 2020 quarterly cash distributions for its equity Exchange Traded Funds ("ETFs") listed below that trade on the Toronto Stock Exchange (TSX). Unitholders of record on September 22, 2020 will receive cash distributions payable on September 29, 2020.

TORONTO, September 16, 2020 - Mackenzie Investments today announced the September 2020 quarterly cash distributions for its equity Exchange Traded Funds ("ETFs") listed below that trade on the Toronto Stock Exchange (TSX). Unitholders of record on September 22, 2020 will receive cash distributions payable on September 29, 2020.

TORONTO ­– August 27, 2020 – Mackenzie Investments today announced the August 2020 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, 2020 will receive cash distributions payable on September 10, 2020.

TORONTO ­– August 27, 2020 – Mackenzie Investments today announced the August 2020 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, 2020 will receive cash distributions payable on September 10, 2020.

Shelf to be branded under the Canada Life name and will better align with the company’s segregated fund shelf

Winnipeg, MB, August 20, 2020 – Canada Life and Mackenzie Investments today announced the launch of the newly rebranded Canada Life mutual fund shelf, Canada Life™ Mutual Funds. 

Shelf to be branded under the Canada Life name and will better align with the company’s segregated fund shelf

Winnipeg, MB, August 20, 2020 – Canada Life and Mackenzie Investments today announced the launch of the newly rebranded Canada Life mutual fund shelf, Canada Life™ Mutual Funds. 

Winnipeg, August 4, 2020 – IGM Financial Inc. (“IGM”) subsidiary Mackenzie Financial Corporation (“Mackenzie”) today announced that it has entered into a definitive agreement to acquire all of the shares of GLC Asset Management Group Ltd. (“GLC”), a subsidiary of The Canada Life Assurance Company (“Canada Life”), for cash consideration of $175 million. As part of the deal, Canada Life will acquire the fund management contracts relating to the private label Quadrus Group of Funds from Mackenzie for $30 million cash consideration.

Winnipeg, August 4, 2020 – IGM Financial Inc. (“IGM”) subsidiary Mackenzie Financial Corporation (“Mackenzie”) today announced that it has entered into a definitive agreement to acquire all of the shares of GLC Asset Management Group Ltd. (“GLC”), a subsidiary of The Canada Life Assurance Company (“Canada Life”), for cash consideration of $175 million. As part of the deal, Canada Life will acquire the fund management contracts relating to the private label Quadrus Group of Funds from Mackenzie for $30 million cash consideration.

TORONTO ­– July 29, 2020 – Mackenzie Investments today announced the July 2020 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 5, 2020 will receive cash distributions payable on August 12, 2020.

TORONTO ­– July 29, 2020 – Mackenzie Investments today announced the July 2020 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 5, 2020 will receive cash distributions payable on August 12, 2020.

Six funds will be renamed to reflect changes in strategy

TORONTO – July 15, 2020 – Mackenzie Investments today announced it has changed the strategy on its suite of TOBAM mutual funds to provide investors with enhanced market exposure.

To further increase diversification, each fund will now invest substantially all its assets to track its associated TOBAM index. Through employing their Maximum Diversification® approach, each TOBAM index aims to create a more diversified portfolio relative to the market capitalization weighted benchmarks.

Six funds will be renamed to reflect changes in strategy

TORONTO – July 15, 2020 – Mackenzie Investments today announced it has changed the strategy on its suite of TOBAM mutual funds to provide investors with enhanced market exposure.

To further increase diversification, each fund will now invest substantially all its assets to track its associated TOBAM index. Through employing their Maximum Diversification® approach, each TOBAM index aims to create a more diversified portfolio relative to the market capitalization weighted benchmarks.

TORONTO ­– June 26, 2020 – Mackenzie Investments today announced the June 2020 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 3, 2020 will receive cash distributions payable on July 10, 2020.

TORONTO ­– June 26, 2020 – Mackenzie Investments today announced the June 2020 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 3, 2020 will receive cash distributions payable on July 10, 2020.

TORONTO - June 17, 2020 - Mackenzie Investments today announced the June 2020 quarterly and semi-annual cash distributions for its equity Exchange Traded Funds ("ETFs") listed below that trade on the Toronto Stock Exchange (TSX). Unitholders of record on June 23, 2020 will receive cash distributions payable on June 30, 2020.

Wealthsimple’s first two ETFs provide Canadians with opportunity to access diversified exposure to socially responsible companies at a low cost
 

TORONTO – June 16, 2020 – Mackenzie Investments today announced the listing of Wealthsimple’s first two exchange traded funds (ETFs), with Mackenzie serving as trustee, manager and portfolio manager. 

Wealthsimple’s first two ETFs provide Canadians with opportunity to access diversified exposure to socially responsible companies at a low cost
 

TORONTO – June 16, 2020 – Mackenzie Investments today announced the listing of Wealthsimple’s first two exchange traded funds (ETFs), with Mackenzie serving as trustee, manager and portfolio manager. 

TORONTO – June 12, 2020 – As part of its ongoing efforts to streamline its product shelf for investors and advisors,

TORONTO – June 12, 2020 – As part of its ongoing efforts to streamline its product shelf for investors and advisors,

Firm’s fifth liquid alternative fund adopts an active approach to portfolio construction across both alternative and traditional asset classes

TORONTO – June 11, 2020 – Mackenzie Investments today announced the launch of Mackenzie Alternative Enhanced Yield Fund, which seeks to offer Canadian investors a consistent yield and stable cash flow through a five per cent fixed annual distribution, paid monthly, using alternative strategies to build a diversified portfolio.

Firm’s fifth liquid alternative fund adopts an active approach to portfolio construction across both alternative and traditional asset classes

TORONTO – June 11, 2020 – Mackenzie Investments today announced the launch of Mackenzie Alternative Enhanced Yield Fund, which seeks to offer Canadian investors a consistent yield and stable cash flow through a five per cent fixed annual distribution, paid monthly, using alternative strategies to build a diversified portfolio.

The Fund will be managed by the Mackenzie Growth Team to provide investors more choice from across the market-cap spectrum

TORONTO – May 27, 2020 – Mackenzie Investments today announced the launch of Mackenzie US Mid Cap Opportunities Fund¹ , a new mutual fund that seeks to offer Canadian investors long term growth and diversification benefits.

TORONTO ­– May 27, 2020 – Mackenzie Investments today announced the May 2020 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, 2020 will receive cash distributions payable on June 9, 2020. 

TORONTO ­– May 27, 2020 – Mackenzie Investments today announced the May 2020 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, 2020 will receive cash distributions payable on June 9, 2020. 

TORONTO – May 13, 2020 – Mackenzie Investments today announced changes to the portfolio management team for the Mackenzie Global Small Cap Fund and Mackenzie Global Small Cap Class. 

TORONTO ­– April 28, 2020 – Mackenzie Investments today announced the April 2020 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 4, 2020 will receive cash distributions payable on May 11, 2020. 

TORONTO – April 21, 2020 – Mackenzie Investments and Quadrus Investment Services Ltd. today announced 15 proposed fund mergers as part of their ongoing efforts to offer investors relevant, competitive and well-positioned product offerings through the Quadrus Group of Funds.

Mackenzie’s absolute return oriented liquid alts funds may provide value and diversification opportunities for investors seeking to manage market volatility

TORONTO – April 15, 2020 – Mackenzie Investments reinforced its ongoing commitment to deliver value to investors by reducing management fees on three alternative mutual funds by 15 to 20 basis points.

"It’s more important than ever right now to provide affordable and innovative investment options to Canadian retail investors," said Barry McInerney, President and Chief Executive Officer, Mackenzie Investments. "Reducing the fees on these funds further supports our commitment to providing competitive, simplified and transparent pricing.”

In May 2018 Mackenzie Investments launched the first absolute return fund for Canadian retail investors.  The firm has since expanded its offering to four funds that span various liquid alternatives categories.  The liquid alternatives space is expected to grow to $100 billion in assets under management in Canada within the next few years.[1]

“Funds that employ absolute return oriented investment strategies may be particularly attractive in the current market environment because they include non-directional strategies which aim to be independent of market fluctuations,” said Michael Schnitman, Senior Vice President and Head of Alternative Investments, Mackenzie Investments.  “These strategies may benefit investor portfolios because they’re not as sensitive to broader market variations.  They also provide opportunities for enhanced diversification.  We’re excited to be able to make them even more accessible to Canadian investors.”

TORONTO – April 9, 2020 – Mackenzie Investments and Quadrus Investment Services Ltd. today announced two sub-advisor changes for three funds  as part of their ongoing efforts to offer investors relevant, competitive and well-positioned product offerings through the Quadrus Group of Funds. 

TORONTO – March 27, 2020 – Mackenzie Investments today announced the March 2020 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 2, 2020 will receive cash distributions payable on April 9, 2020.

TORONTO, March 18, 2020 - Mackenzie Investments today announced the March 2020 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 24, 2020 will receive cash distributions payable on March 31, 2020.

Majority of Canadian retail investors plan to add ETFs to their portfolios within two years

TORONTO, ON – March 5, 2020 – To mark the 30^th anniversary of the first Exchange Traded Fund (ETF)  listing in Canada, Mackenzie Investments today released the results of a study that shows a majority of Canadian investors (56 per cent) plan to either expand their ETF holdings or include them for the first time within their investment portfolios in the next two years.  Further, the study also found that most Canadian investors (61 per cent) prefer to purchase ETFs from Canadian providers.

TORONTO ­– February 26, 2020 – Mackenzie Investments today announced the February 2020 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 3, 2020 will receive cash distributions payable on March 10, 2020. 

Portfolio Manager Phil Taller will lead investment teams in North America, Europe and Asia    

TORONTO ­– February 26, 2020 – Mackenzie Investments today announced the launch of Mackenzie Global Small-Mid Cap Fund, a new mutual fund that provides Canadian investors with the potential to access the strong growth and risk-adjusted performance available within global small and mid cap companies.      

TORONTO ­– January 29, 2020 – Mackenzie Investments today announced the January 2020 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 4, 2020 will receive cash distributions payable on February 11, 2020. 

TORONTO, January 24, 2020 – Mackenzie Investments today announced that 12 of its mutual funds and exchange traded funds (ETFs) won awards for outstanding fund performance at the 2019 Fundata FundGrade A+ Awards, which took place last night in Toronto. Of the funds recognized, five are repeat winners.

"We’re honoured to have so many of our mutual funds and ETFs recognized once again by Fundata,” said Barry McInerney, President and CEO of Mackenzie Investments. "I’d like to congratulate our entire investment management team – this achievement is a testament to their hard work and commitment to providing Canadian investors with an extensive choice of solutions that deliver strong and consistent performance.”

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.

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.  

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.

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.

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

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.

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.

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.

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

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.

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.

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

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

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.

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.

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.

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.

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.

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 North American Equity and North American Balanced Funds offer growth and diversification in North American markets

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.

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 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”). 

TORONTO, November 17, 2022 – Mackenzie Investments (“Mackenzie”) today announced that several of its funds have won 2022 Refinitiv Lipper Fund Awards, including six mutual fund awards and one exchange traded fund (ETF) award, in categories that span Canadian Equity, Natural Resources, Global Fixed Income and more.