Asset Class Alternative Strategies

Why invest in this fund?

  • Focused on Absolute Return - Aims for an annualized absolute target return of 5% - 9% above cash and an annualized expected volatility of 7% - 11% over a 5-year rolling period. 
  • Increased Portfolio Diversification - Long & short positions across a variety of global assets can potentially reduce a traditional portfolio’s reliance on narrow source of returns from stocks and/or bonds.
  • Breadth of Strategy - Utilizes relative value trading strategies based on the portfolio managers’ forecasted changes in global macro-economic variables to seek returns that can complement traditional strategies.

Key Facts

Portfolio Managers

Nelson Arruda, CFA

Vice President, Portfolio Manager

Mackenzie Multi-Asset Strategies Team

Investment experience since 2009

Commentary

Commentary

Quarterly Commentaries

Read the latest Mackenzie Team commentaries to learn about their analysis of key market risks and opportunities. For select funds, quarterly reviews of performance and market conditions are also available.
Commentary

Monthly Commentaries

Mackenzie Investments publishes regular commentaries to help advisors make sense of the markets, review the recent performances of funds and anticipate future outlooks. Read the latest monthly commentaries for more information.

Performance

Portfolio

Codes & Fees

Historical Data