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”).
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.
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.
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:
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”).
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:
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.
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’).
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.
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.
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
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.
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.
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.
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.
Mackenzie Investments Announces Final Year-End Reinvested Distributions for its Exchange Traded Funds
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.
Mackenzie Investments Announces December 2020 Distributions for its Exchange Traded Funds
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.
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
Mackenzie Investments Announces December 2020 Quarterly Distributions for its Exchange Traded Funds
Mackenzie Investments Announces Estimated Year-End Reinvested Distributions for its Exchange Traded Funds
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.
Mackenzie Investments Announces Estimated Year-End Reinvested Distributions for its Exchange Traded Funds
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.
Mackenzie Investments Strengthens Commitment to SRI Investing by Forming New Investment Boutique with Greenchip Financial
Acquisition will enhance Mackenzie’s in-house expertise in growing Sustainable, Responsible and Impact (SRI) investing space
Mackenzie Investments Strengthens Commitment to SRI Investing by Forming New Investment Boutique with Greenchip Financial
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.
Mackenzie Investments Announces November 2020 Distributions for its Exchange Traded Funds
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:
Mackenzie Investments Announces November 2020 Distributions for its Exchange Traded Funds
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:
Mackenzie Investments Wins Multiple Refinitiv Lipper Fund Awards Including Canada ETF Award for Best Equity Group
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).
Mackenzie Investments Announces Estimated Year-End Reinvested Distributions for its Exchange Traded Funds
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.
Mackenzie Investments Announces Estimated Year-End Reinvested Distributions for its Exchange Traded Funds
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.
Mackenzie Philanthropy Day Study: Eighty Per cent of Canadians Plan to Make a Charitable Donation in 2020
• 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.
Mackenzie Investments Announces Portfolio Management Change
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.
Mackenzie Investments Announces Portfolio Management Change
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.
Mackenzie Investments 2nd Annual Retirement Study: Three-Quarters of Canadians Seeking Advice to Help Navigate the “New Retirement Reality”
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 Investments Announces October 2020 Distributions for its Exchange Traded Funds
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.
Mackenzie Investments Announces October 2020 Distributions for its Exchange Traded Funds
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.
Mackenzie Investments 2nd Annual Retirement Study: Three-Quarters of Canadians Seeking Advice to Help Navigate the “New Retirement Reality”
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 Investments Announces September 2020 Distributions for its Exchange Traded Funds
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.
Mackenzie Investments Announces Soft Capping
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 Investments Announces September 2020 Distributions for its Exchange Traded Funds
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.
Mackenzie Investments Announces Soft Capping
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 Investments Announces Risk Rating Changes to Mutual Funds
TORONTO – September 25, 2020 – Mackenzie Investments announced today risk rating changes for the following mutual funds effective immediately.
Mackenzie Investments Announces Risk Rating Changes to Mutual Funds
TORONTO – September 25, 2020 – Mackenzie Investments announced today risk rating changes for the following mutual funds effective immediately.
Mackenzie Investments Introduces New ETFs to Offer Canadians Increased Choice and Diversification Opportunities
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.
Mackenzie Investments Introduces New ETFs to Offer Canadians Increased Choice and Diversification Opportunities
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.
Mackenzie Investments Announces September 2020 Quarterly Distributions for its Exchange Traded Funds
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.
Mackenzie Investments Announces September 2020 Quarterly Distributions for its Exchange Traded Funds
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.
Mackenzie Investments Announces August 2020 Distributions for its Exchange Traded Funds
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.
Mackenzie Investments Announces August 2020 Distributions for its Exchange Traded Funds
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.
Canada Life announces launch of new mutual fund shelf
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.
Canada Life announces launch of new mutual fund shelf
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.
Mackenzie Investments to Acquire GLC Asset Management Group
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.
Mackenzie Investments to Acquire GLC Asset Management Group
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.
Mackenzie Investments Announces July 2020 Distributions for its Exchange Traded Funds
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.
Mackenzie Investments Announces July 2020 Distributions for its Exchange Traded Funds
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.
Mackenzie Investments Makes Changes to TOBAM Suite of Funds to Deliver Enhanced Diversification
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.
Mackenzie Investments Makes Changes to TOBAM Suite of Funds to Deliver Enhanced Diversification
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.
Mackenzie Investments Announces June 2020 Distributions for its Exchange Traded Funds
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.
Mackenzie Investments Announces June 2020 Distributions for its Exchange Traded Funds
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.
Mackenzie Investments Announces June 2020 Quarterly and Semi-Annual Distributions for its Exchange Traded Funds
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.
Mackenzie Investments Partners with Wealthsimple to Launch Socially Responsible ETFs
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.
Mackenzie Investments Partners with Wealthsimple to Launch Socially Responsible ETFs
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.
Mackenzie Investments Announces Proposed Fund Changes
TORONTO – June 12, 2020 – As part of its ongoing efforts to streamline its product shelf for investors and advisors,
Mackenzie Investments Announces Proposed Fund Changes
TORONTO – June 12, 2020 – As part of its ongoing efforts to streamline its product shelf for investors and advisors,
New Mackenzie Alternative Enhanced Yield Fund Seeks to Offer Investors a Consistent Yield with Diversification Benefits
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.
New Mackenzie Alternative Enhanced Yield Fund Seeks to Offer Investors a Consistent Yield with Diversification Benefits
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.
Mackenzie Investments Announces May 2020 Distributions for its Exchange Traded Funds
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.
New Mackenzie US Mid Cap Opportunities Fund Offers Investors Strong Risk-Adjusted Return Potential
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.
Mackenzie Investments Announces May 2020 Distributions for its Exchange Traded Funds
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.
Mackenzie Investments Announces Portfolio Management Changes
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.
Mackenzie Investments Announces April 2020 Distributions for its Exchange Traded Funds
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.
Mackenzie Investments Announces Changes to Select Quadrus Funds - April 21, 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 Reduces Management Fees on Three Alternative Mutual 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.”
Mackenzie Investments Announces Changes to Select Quadrus Funds
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.
Mackenzie Investments Announces March 2020 Distributions for its Exchange Traded 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.
Mackenzie Investments Announces March 2020 Quarterly Distributions for its Exchange Traded Funds
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.
Mackenzie Investments Study Marks 30th Anniversary of World’s First ETF
Majority of Canadian retail investors plan to add ETFs to their portfolios within two years
TORONTO, ON – March 5, 2020 – To mark the 30th 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.
Mackenzie Investments’ New Global Small-Mid Cap Fund Seeks to Offer Investors Strong Risk-Adjusted Return Opportunities
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.
Mackenzie Investments Announces February 2020 Distributions for its Exchange Traded Funds
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.
Mackenzie Investments Announces January 2020 Distributions for its Exchange Traded Funds
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.
Mackenzie Investments Wins 12 FundGrade® A+ Awards
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.”
Mackenzie Investments Announces December 2019 Distributions for its Exchange Traded Funds
TORONTO – December 27, 2019 – Mackenzie Investments today announced the December 2019 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, 2019 will receive cash distributions payable on January 10, 2020.
Mackenzie Investments Announces Final Year-End Reinvested Distributions for its Exchange Traded Funds
TORONTO – December 23, 2019 – 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 2019 tax year. Please note that this is an update to the estimated year-end reinvested distributions previously announced on December 13, 2019.
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, 2019. The actual taxable amounts distributed by the ETFs in 2019, including the tax characteristics of these amounts, will be reported to brokers through CDS Clearing and Depository Services Inc. in early 2020.
Mackenzie Investments Announces December 2019 Distributions for its Exchange Traded Funds
TORONTO - December 18, 2019 - Mackenzie Investments today announced the December 2019 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 December 24, 2019 will receive cash distributions payable on January 3, 2020.
Mackenzie Investments Announces Estimated Year-End Reinvested Distributions for its Exchange Traded Funds
TORONTO – December 13, 2019 – 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 2019 tax year. Please note that these are estimated amounts only as of November 25, 2019. 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, 2019. The record date for these distributions is December 31, 2019. The actual taxable amounts distributed by the ETFs in 2019, including the tax characteristics of these amounts, will be reported to brokers through CDS Clearing and Depository Services Inc. in early 2020.
Mackenzie Investments Announces November 2019 Distributions for its Exchange Traded Funds
TORONTO – November 27, 2019 – Mackenzie Investments today announced the November 2019 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 3, 2019 will receive cash distributions payable on December 10, 2019.
Mackenzie’s Investment Management Team Wins Four Lipper Fund Awards
TORONTO - November 15, 2019 - Mackenzie Investments announced today that three of its mutual funds and exchange traded funds were recognized at the 2019 Lipper Fund Awards, which took place last night in Toronto.
“I want to congratulate our outstanding fund managers for all their hard work and dedication,” said Barry McInerney, President and CEO, Mackenzie Investments. “This is a great validation of our investment management team’s ongoing commitment to provide Canadian investors with choice, innovation and performance.”
Mackenzie Investments Announces Date Change for October 2019 Distribution Payments for its Exchange Traded Funds
TORONTO – November 7, 2019 – Mackenzie Investments today announced a date change for the cash distributions payable for the October 2019 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. The date change is due to Remembrance Day. Unitholders of record on November 4, 2019 will receive cash distributions payable on November 12, 2019 instead.
Mackenzie Investments Announces October 2019 Distributions for its Exchange Traded Funds
TORONTO – October 29, 2019 – Mackenzie Investments today announced the October 2019 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 4, 2019 will receive cash distributions payable on November 11, 2019.
Mackenzie Investments Introduces Canada’s First Local Currency Emerging Markets Bond ETF
Mackenzie Emerging Markets Local Currency Bond Index ETF provides investors with opportunity to access growth in emerging markets through local currencies.
TORONTO – October 24, 2019 – Mackenzie Investments today announced the launch of Mackenzie Emerging Markets Local Currency Bond Index ETF, a new exchange traded fund (ETF) which seeks to provide Canadian investors with the opportunity to access the strong growth and diversification benefits of investing in emerging markets.
This new ETF is the first of its kind in Canada and carries a management fee of 0.45 per cent- which is currently one of the lowest among Canadian-domiciled emerging markets bond ETFs. Further, the ETF provides strong currency diversification opportunities.
"Improved debt dynamics within emerging countries, and a positive long-term outlook for emerging markets as a whole, combine to make this asset class a particularly attractive one for investors seeking to diversify and grow their portfolios," said Michael Cooke, Senior VP and Head of ETFs, Mackenzie Investments.
Mr. Cooke noted that Mackenzie Emerging Markets Local Currency Bond Index ETF will provide investors with strong investment opportunities given that almost 90 per cent of emerging market bonds (approximately US$21.6 trillion) are denominated in local currency.
Mackenzie Emerging Markets Local Currency Bond Index ETF will seek to replicate the performance of the Solactive EM Local Currency Government Bond Select NTR Index. It is the latest addition to the firm's comprehensive suite of Active, Strategic Beta and Traditional Index ETFs which offer investors and advisors innovative choices for building diversified portfolios.
Mackenzie Investments Announces Proposed Fund Merger and Portfolio Management Changes
TORONTO – September 24, 2019
Mackenzie Investments Lowers Pricing on 13 Index ETFs
Continues firm’s ongoing commitment to enhancing and simplifying its pricing structure for Canadian investors
TORONTO - September 19, 2019 - Mackenzie Investments is continuing its commitment to providing investors with value and choice by announcing today that it has lowered pricing on 13 index exchange traded funds (ETFs).
“Our suite of Index ETFs provides investors with effective and versatile building blocks for a diversified portfolio,” said Michael Cooke, Senior Vice-President and Head of ETFs, Mackenzie Investments. “By lowering our prices on 13 ETFs, we’re delivering better value to our investors and building upon our leadership in the ETF market.”
The pricing reductions can be found in the table below and range from 0.01% to 0.16% across the 13 ETFs
“Today’s announcement is the latest example of our ongoing commitment to provide more value to Canadian investors and contribute to their financial success,” said Barry McInerney, President and CEO, Mackenzie Investments. “We’re proud of our ability to offer Canadians unparalleled choice, value and performance.”
Mackenzie Investments Announces August 2019 Distributions for its Exchange Traded Funds
TORONTO – August 28, 2019 – Mackenzie Investments today announced the August 2019 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 4, 2019 will receive cash distributions payable on September 11, 2019.
Mackenzie Investments Reduces Management Fees for Investors on 13 Mutual Funds
TORONTO – August 6, 2019 – Mackenzie Investments reinforced its commitment to deliver greater value to investors by reducing management fees on 13 of its mutual funds by 5 to 15 basis points.
“We continue to put the focus on the needs of the investor and their financial success,” said Barry McInerney, President and Chief Executive Officer, Mackenzie Investments. “Reducing the fees on these funds supports our ongoing commitment to providing competitive, simplified and transparent pricing, enabling our clients to keep more money in their portfolios.”
Mackenzie Investments Announces July 2019 Distributions for its ETFs
TORONTO – July 29, 2019 – Mackenzie Investments today announced the July 2019 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 2, 2019 will receive cash distributions payable on August 12, 2019.
Mackenzie Launches Emerging Markets Bond Index ETF (CAD-Hedged)
New cost-effective Mackenzie ETF seeks to offer yield-focused investors strong returns and increased diversification.
TORONTO – July 25, 2019 – Mackenzie Investments today announced the launch of Mackenzie Emerging Markets Bond Index ETF (CAD-Hedged), a new Exchange Traded Fund (ETF), which provides Canadian investors with exposure to emerging market debt and opportunities for higher yield and better diversification in a tax-efficient manner.
The new ETF will invest primarily in U.S. denominated emerging market government bonds and government-related bonds. It has a management fee of 0.45% – the lowest among Canadian-domiciled emerging markets bond ETFs.
“Our new ETF is a strong option for investors seeking to diversify their portfolios and access the impressive growth taking place in the bond markets of emerging countries,” said Michael Cooke, Senior Vice President and Head of ETFs, Mackenzie Investments. “Our prudent and measured investment approach helps minimize risk while offering investors a broad, competitively priced solution.”
Mackenzie Investments Announces Approval of Fund Mergers and Fund Investment Objectives Change
TORONTO – July 25, 2019
Mackenzie Investments Announces Changes to Multi-Asset Strategies Team
TORONTO – July 19, 2019 – Mackenzie Investments today announced changes to its Multi-Asset Strategies Team. Nelson Arruda, Vice-President & Portfolio Manager, will be taking over portfolio management responsibilities effective July 19, 2019 from Alain Bergeron, Senior Vice-President & Portfolio Manager, who has decided to leave Mackenzie effective August 14, 2019.
Mackenzie Investments Announces June 2019 Distributions for its Exchange Traded Funds
TORONTO – June 26, 2019 – Mackenzie Investments today announced the June 2019 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, 2019 will receive cash distributions payable on July 10, 2019.
Mackenzie Investments Announces Risk Rating Changes to Mutual Funds and ETFs
TORONTO – June 25, 2019 – Mackenzie Investments and Quadrus Investment Services Ltd. announced today risk rating changes on the following Mackenzie mutual funds and ETFs and Quadrus Funds effective June 28, 2019.
Mackenzie Investments Announces June 2019 Quarterly and Semi-Annual Distributions for its ETFs
TORONTO - June 19, 2019 - Mackenzie Investments today announced the June 2019 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 25, 2019 will receive cash distributions payable on July 3, 2019.
Mackenzie Investments Announces May 2019 Distributions for its Exchange Traded Funds
TORONTO – May 29, 2019 – Mackenzie Investments today announced the May 2019 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 4, 2019 will receive cash distributions payable on June 11, 2019.
Mackenzie Investments announces proposed fund mergers and investment objective change to streamline and strengthen product shelf
TORONTO – April 26, 2019 – Mackenzie Investments is streamlining its product shelf with the announcement of three mergers.
Mackenzie Investments Announces April 2019 Distributions for its Exchange Traded Funds
TORONTO – April 26, 2019 – Mackenzie Investments today announced the April 2019 cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange.
Mackenzie Investments expands responsibilities of Mackenzie’s Fixed Income Team within the Symmetry Canadian Bond Fund
TORONTO – March 19, 2019 – Mackenzie Investments announced today that it will assume investment management responsibilities for all externally sub-advised mandates within the Symmetry Canadian Bond Fund, effective immediately. As an underlying fund within the Symmetry Managed Solution program, the Symmetry Canadian Bond Fund is not directly available for sale to the public.
Mackenzie Investments Announces March 2019 Distributions for its Exchange Traded Funds
TORONTO – March 13, 2019 – Mackenzie Investments today announced the March 2019 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 19, 2019 will receive cash distributions payable on March 26, 2019.
Mackenzie Investments offers three new alternative funds for investors to diversify sources of return and improve portfolio stability
TORONTO – February 26, 2019 – Mackenzie Investments announced today the launch of three new liquid alternative funds designed to manage the negative impact of market volatility and improve portfolio stability. These funds join the Mackenzie Multi-Strategy Absolute Return Fund to form a suite of alternative solutions that can be used to help clients solve investment challenges by amplifying returns, mitigating volatility and managing inflation risk over the long term.
Mackenzie Investments announces mergers of Quadrus Funds
TORONTO – January 22, 2019 – Mackenzie Investments and Quadrus Investment Services Ltd. announced today the results of special meetings held yesterday where investors approved the following mergers to simplify the Quadrus Group of Funds product offering for investors:
Mackenzie Investments Announces February 2019 Distributions for its Exchange Traded Funds
TORONTO – February 13, 2019 – Mackenzie Investments today announced the February 2019 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 20, 2019 will receive cash distributions payable on February 27, 2019.
Mackenzie Investments wins five Fundata Awards for outstanding fund performance
TORONTO – January 28, 2019 – Mackenzie Investments was acknowledged for award-winning fund performance in five categories at the 2019 Fundata FundGrade A+ Awards. Of the five Mackenzie funds recognized, four are repeat winners from past years.
2019-january-22-mackenzie-announces-results-of-special-meetings-on-fund-mergers
TORONTO – January 22, 2019 — Mackenzie Investments announces the results of special meetings held yesterday where investors approved two mergers that will streamline Mackenzie's product shelf and make it easier for investors to navigate:
Mackenzie Investments Announces January 2019 Distributions for its Exchange Traded Funds
TORONTO - January 16, 2018 - Mackenzie Investments today announced the January 2019 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 January 22, 2019 will receive cash distributions payable on January 29, 2019.
Mackenzie Master Limited Partnership announces final distribution of partnership income
TORONTO – January 11, 2019 – 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:
Mackenzie Investments updates investment objective for Mackenzie Multi-Strategy Absolute Return Fund
TORONTO – January 11, 2019 – In May 2018, Mackenzie Investments became the first asset manager to launch an alternative mutual fund for Canadian retail investors with the Mackenzie Multi-Strategy Absolute Return Fund. The Fund was launched in accordance with alternative fund regulations proposed at the time by Canadian securities regulators. On January 3, 2019, regulations governing alternative mutual funds came into effect within National Instrument 81-102.
Mackenzie Investments Announces December 2018 Distributions for its Exchange Traded Funds
TORONTO – December 19, 2018 – Mackenzie Investments today announced the December 2018 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 27, 2018 will receive cash distributions payable on January 4, 2019.
Mackenzie Master Limited Partnership announces estimate of distribution of partnership income
TORONTO – December 14, 2018 - 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:
London Life and Mackenzie Investments extend partnership by announcing a new innovative goals-based investing program and mutual fund family
London, ON, December 13, 2018 - In partnership with Mackenzie Investments, London Life is pleased to announce the launch of the London Life Constellation Managed Portfolios, an innovative goals-based managed asset program for Freedom 55 Financial advisors* and their clients.
Mackenzie Investments announces four-year partnership with Alpine Canada and Freestyle Canada
New sponsorships also include 2018 Silver Medalist Brittany Phelan and 2017 World Championship 3rd place Manny Osborne Paradis
Toronto, ON – November 21, 2018 – Mackenzie Investments today announced four-year partnerships with Alpine Canada Alpin (ACA) and Freestyle Canada. The new partnerships come in advance of the Lake Louise Audi FIS Ski World Cup men’s downhill races, the first ski speed events of the 2018/2019 season, happening November 24-25 in Lake Louise, Alberta.
Mackenzie Investments Announces Estimated Year-End Reinvested Distributions for its Exchange Traded Funds
TORONTO – November 16, 2018 – 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 2018 tax year. Please note that these are estimated amounts only as of October 24, 2018 and reflect forward-looking information. The actual reinvested distributions may differ materially from these estimates.
Mackenzie Investments Announces November 2018 Distributions for its Exchange Traded Funds
TORONTO – November 14, 2018 – Mackenzie Investments today announced the November 2018 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 20, 2018 will receive cash distributions payable on November 27, 2018.
Mackenzie’s investment management team recognized at Lipper® Awards
TORONTO – November 8, 2018 – Mackenzie Investments has been recognized for industry-leading fund performance at the prestigious Thomson Reuters Lipper® Fund Awards.
Mackenzie Investments and ChinaAMC (HK) launch first sub-advised product together in Hong Kong market
TORONTO – October 31, 2018 – Mackenzie Investments and China Asset Management (Hong Kong) Limited (ChinaAMC (HK)) announced today the launch of ChinaAMC Mackenzie Global Strategic Income Fund in Hong Kong. This new fund will be managed by ChinaAMC (HK) and sub-advised by Mackenzie out of Toronto, Canada.
Mackenzie Investments Announces October 2018 Distributions for its Exchange Traded Funds
TORONTO – October 17, 2018 – Mackenzie Investments today announced the October 2018 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 23, 2018 will receive cash distributions payable on October 30, 2018.
Mackenzie Investments partners with Greenchip Financial to launch new Global Environmental Equity Fund
TORONTO – October 17, 2018 – Mackenzie Investments announced today the launch of Mackenzie Global Environmental Equity Fund to better support its investors and advisors seeking investment solutions with sustainability themes.
Mackenzie Investments celebrates UN International Day of the Girl with Women’s Empowerment Principles and UNICEF Canada partnership
TORONTO – October 11, 2018 – Today, on UN International Day of the Girl, Mackenzie Investments celebrates its support of the advancement of gender equality, through its corporate commitment to the UN Women’s Empowerment Principles, a new partnership with UNICEF Canada and through the products it offers investors to affect change.
Mackenzie announces reduced risk rating for Mackenzie Unconstrained Fixed Income Fund and Mackenzie Unconstrained Bond ETF
TORONTO – October 4, 2018 – Mackenzie Investments announced today a reclassification of the Mackenzie Unconstrained Fixed Income Fund and the Mackenzie Unconstrained Bond ETF risk rating from “Low to Medium” to “Low”.
Mackenzie lowers pricing on 14 ETFs and 7 mutual funds while adding tiered pricing for RDSP accounts
TORONTO – October 1, 2018 – Mackenzie Investments strengthened its pricing commitment today for investors by further enhancing and simplifying its pricing structure and announcing additional fee reductions.
Mackenzie Investments simplifies pricing structure for investors in the Laurentian Bank Group of Funds
TORONTO – September 28, 2018 – Mackenzie Investments announced today a new flat fee structure for all Preferred Pricing series within the Laurentian Bank Group of Funds offering. This simplified pricing structure continues Mackenzie’s trend of focusing on the needs of the investor, with clear fees that apply to all.
Mackenzie proposes mergers of seven Quadrus Funds to simplify offering
TORONTO – September 21, 2018 – Mackenzie Investments and Quadrus Investment Services Ltd. announced today seven proposed mergers to simplify the Quadrus Group of Funds product offering for investors.
Mackenzie Investments announces mergers to streamline and strengthen product shelf
TORONTO – September 21, 2018 – Mackenzie Investments is streamlining its product shelf with the announcement of two mergers to make it easier for investors to navigate.
Mackenzie Investments Announces September 2018 Distributions for its Exchange Traded Funds
TORONTO – September 19, 2018 – Mackenzie Investments today announced the September 2018 cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange (“NEO”). Unitholders of record on September 25, 2018 will receive cash distributions payable on October 2, 2018.
Mackenzie appoints Alex Bellefleur as Chief Economist and Strategist, Multi-Asset Strategies Team
TORONTO – September 12, 2018 – Mackenzie Investments has hired Alex Bellefleur, CFA, effective September 17, as Chief Economist and Strategist of the Multi-Asset Strategies Team. Insightful research is the foundation of Mackenzie’s investment strategies and Bellefleur will support and help drive the team’s asset allocation solutions for investors. Working with this leading team, Bellefleur will contribute insights to build proprietary valuation models and assess macroeconomic conditions and their impact on global markets.
Mackenzie Investments Announces August 2018 Distributions for its Exchange Traded Funds
TORONTO – August 15, 2018 – Mackenzie Investments today announced the August 2018 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 21, 2018 will receive cash distributions payable on August 28, 2018.
Mackenzie Investments Announces July 2018 Distributions for its Exchange Traded Funds
TORONTO – July 18, 2018 – Mackenzie Investments today announced the July 2018 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 24, 2018 will receive cash distributions payable on July 31, 2018.
Mackenzie Investments defers Cundill fund mergers
TORONTO – July 6, 2018 — Mackenzie Investments announced today that it will defer two fund mergers, originally scheduled to be implemented on or about July 6, 2018. These mergers were approved at a special meeting held on June 22, 2018.
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.
Mackenzie Investments announces approval of mergers to streamline and strengthen product shelf
TORONTO – June 25, 2018 — Mackenzie Investments announced today that the mergers that required investor approval were approved at special meetings held on June 22, 2018 and will be implemented on or about July 6, 2018. The mergers streamline and strengthen Mackenzie’s product shelf.
Mackenzie Investments Announces June 2018 Distributions for its Exchange Traded Funds
TORONTO – June 13, 2018 – Mackenzie Investments today announced the June 2018 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 19, 2018 will receive cash distributions payable on June 26, 2018.
Mackenzie Investments Announces May 2018 Distributions for its Exchange Traded Funds
TORONTO – May 16, 2018 – Mackenzie Investments today announced the May 2018 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 23, 2018 will receive cash distributions payable on May 30, 2018.
Mackenzie Investments brings emerging markets management in-house
TORONTO – May 9, 2018 – Mackenzie Investments announced a change today to the portfolio management for its emerging markets offerings, effective May 17.
A Canadian first: Mackenzie Investments delivers absolute return alternative mutual fund for investors
TORONTO – MAY 2, 2018 – Mackenzie Investments today announced it is the first to bring the innovation of an absolute return fund to Canadian retail investors, based on the regulators’ alternative framework proposal for conventional mutual funds. The Mackenzie Multi-Strategy Absolute Return Fund will deliver innovative strategies that seek a positive total return over a market cycle, regardless of the ups and downs.
Mackenzie Investments Announces April 2018 Distributions for its Exchange Traded Funds
TORONTO – April 18, 2018 – Mackenzie Investments today announced the April 2018 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 24, 2018 will receive cash distributions payable on May 1, 2018.
Mackenzie Investments simplifies and enhances retail pricing structure for investors
TORONTO – March 28, 2018 – Today, Mackenzie Investments announced a new simplified and more accessible pricing structure for investors, which includes some fee reductions.
Mackenzie Investments Announces March 2018 Distributions for its Exchange Traded Funds
TORONTO – March 14, 2018 – Mackenzie Investments today announced the March 2018 cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange (“NEO”). Unitholders of record on March 20, 2018 will receive cash distributions payable on March 27, 2018.
Quadrus Group of Funds reduces fees across all series
TORONTO – February 28, 2018 – Mackenzie Investments and Quadrus Investment Services Ltd. today announced reduced fees to several mutual funds within the Quadrus Group of Funds mutual fund suite. These reductions are in response to market trends and ongoing efforts to find efficiencies to benefit our clients.
Mackenzie Investments combines Active, Strategic Beta and Traditional Index ETFs in a new line-up of mutual fund portfolios
TORONTO - January 29, 2018 - Mackenzie Investments today announced the launch of Mackenzie Exchange Traded Fund (ETF) Portfolios, a single solution that provides access to a full spectrum of Mackenzie Investments ETFs in five portfolios. This new line-up now makes ETFs more accessible to Canadian advisors and investors.
Mackenzie Investments wins eight Fundata Awards for fund performance
TORONTO – January 26, 2018 – Mackenzie Investments was recognized for award-winning fund performance in three categories for the second consecutive year, at the Fundata FundGrade A+ Awards, while earning additional recognition for industry-leading fund performance in five newly earned categories.
Mackenzie Investments adds ETFs to its existing line-up
TORONTO – January 24, 2018 – Mackenzie Financial Corporation (Mackenzie Investments) announced today the upcoming launch of thirteen (13) new Exchange Traded Funds (ETFs) that broaden choice for investors.
Mackenzie Investments Announces January 2018 Distributions for its Exchange Traded Funds
TORONTO – January 17, 2018 – Mackenzie Financial Corporation (Mackenzie Investments) today announced the January 2018 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 January 23, 2018 will receive cash distributions payable on January 30, 2018.
Mackenzie Master Limited Partnership announces final distribution of partnership income
TORONTO – January 12, 2018 – 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:
Mackenzie announces results of special meeting on merger of Quadrus Fund
TORONTO – January 5, 2018 – Mackenzie Financial Corporation (Mackenzie Investments) and Quadrus Investment Services Ltd. announced today the results of a special meeting held on January 4, 2018 where investors approved the merger of Quadrus Trimark Balanced Fund into Mackenzie Strategic Income Fund.
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.