TOBAM: European Asset Management Company of the Year*
Enhanced diversification can give investors the potential to reduce market bias and improve risk-adjusted returns.
By avoiding risk concentration portfolios are better protected against unforeseen market forces.
Mackenzie has now expanded its suite of enhanced diversification solutions in both ETFs and mutual funds to cover all major markets.
Mackenzie now offers an even wider range of solutions that give you access to TOBAM’s methodology. These products are designed to enhance diversification and invest in markets around the world.
Mackenzie High Diversification Mutual Funds
Our Funds invest in Mackenzie Maximum Diversification Index ETFs and may also invest a portion of assets in other ETFs or in securities directly. Currency is actively managed.
Mackenzie Maximum Diversification ETFs
Our ETFs use TOBAM’s Maximum Diversification® Index Series as the underlying indexes.
Read these additional resources for more about TOBAM and its process.
*AuM below €20bn category.
Commissions, trailing commissions, management fees, brokerage fees and expenses may be associated with investment funds. Please read the prospectus before investing. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated.
TOBAM Maximum Diversification Canada Index data © 2017, TOBAM Maximum Diversification USA Index data © 2017, TOBAM Maximum Diversification Europe Index data © 2017, TOBAM Maximum Diversification All World Developed Index data © 2017, TOBAM Maximum Diversification All World Developed ex North America Index data © 2017 and TOBAM Maximum Diversification Emerging Markets Index data. TOBAM S.A.S. All rights reserved. “TOBAM” and “Diversification Ratio” are a registered trademark and service mark of TOBAM S.A.S. or its affiliates (“TOBAM”) and is used under license for certain purposes by Mackenzie Financial Corporation. Reproduction of the TOBAM data and information in any form is prohibited except with the prior written permission of TOBAM S.A.S. Mackenzie Mutual Funds are not sponsored, endorsed, sold or promoted by TOBAM and TOBAM makes no representation regarding the advisability of investing in such fund. TOBAM does not guarantee the accuracy or completeness of any data and information and is not responsible for any error or omission or for the results obtained from the use of such data and information. TOBAM GIVES NO EXPRESS OR IMPLIED WARRANTY, INCLUDING, ANY WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.
Solactive AG is the third-party calculation agent of the TOBAM Maximum Diversification Index Series and received compensation in that capacity. Solactive AG does not sponsor, endorse, sell, or promote any investment vehicle that is offered by any third party that seeks to provide an investment return based on the performance of any index. It is not possible to invest directly in an index.