Your guide to investing in liquid alternativesRead more
Changing markets demand a new
level of diversification
When you consider a traditional balanced portfolio, the relative risk exposure isn't as balanced as you may think. In fact, equity risk tends to dominate so much that it makes your balanced portfolio vulnerable to market swings. By allocating to alternative solutions, you can diversify your sources of return and reorient the risk in the portfolio.
- Fixed Income
For illustrative purposes only. The above shows a representative 60/40 balanced portfolio and a portfolio with an allocation to alternatives which includes alternative mutual funds and other funds that have exposure to alternative assets. This illustration is not intended to represent a suggested portfolio allocation and the approximated risk allocation is for reference purposes only and does not reflect actual portfolio risk exposure. The above is not representative of any Mackenzie funds.
Today's markets require complementary solutions to mitigate volatility and provide streams of return that are less market-dependent. Alternatives offer just that.
Mackenzie's alternative investment solutions can be broadly grouped into two main categories - alternative strategies and alternative assets.
Use sophisticated approaches like leverage and short selling to potentially generate excess returns. Our alternative strategy solutions are considered alternative mutual funds or liquid alternatives.*
Gain exposure to infrastructure, real estate, commodities, currencies and other non-traditional asset classes that can offer patterns of return that are different than traditional stocks and bonds.
*Alternative mutual fund is a regulatory term for funds that use alternative strategies in a manner not typically permitted for other conventional mutual funds, such as generating leverage through short selling or derivatives.
Which alternative solution is right for you?
Mackenzie has created sophisticated portfolios that integrate alternatives to help better diversify core, equity and fixed income investments. Each fund below is uniquely managed by alternative investment experts and gives you easy access to sophisticated portfolio management.
Mackenzie also has solutions that provide exposure to alternative asset classes including real estate, infrastructure, currency, commodities and others. Mackenzie's alternative asset solutions do not use alternative strategies.
Key benefits of alternative solutions
- Can provide return streams that are different than those from stock and bond markets
- Can enhance portfolio diversification for a smoother ride
- Easy to add to a portfolio
- Daily liquidity with $500 minimum investment
Find out more about alternatives
If you'd like to learn more about alternatives and the solutions that Mackenzie offers, please refer to the following materials:
How the sequence of returns can impact your retirement savingsRead more
Dealing with volatility and diversification through the use of alternative investmentsRead more
Investor InsightRead more
Suite of alternative productsRead more
Prices and performanceRead more
Fund codes and feesRead more
Strategy Spotlight - Mackenzie Multi-Strategy Absolute Return FundRead more