Mackenzie Global Macro Fund
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 TeamInvestment experience since 2009
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Investor Insights – The Opportunity with Alternatives pdf 920KB
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White Paper: How the Sequence of Returns can Impact your Retirement Savings pdf 204KB
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Alternative Suite of Solutions pdf 109KB
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Your Guide to Investing in Liquid Alternatives pdf 387KB
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Fund Profile - Mackenzie Global Macro Fund Series PW pdf 141KB
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Fund Profile - Mackenzie Global Macro Fund Series F pdf 141KB
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Fund Profile - Mackenzie Global Macro Fund Series A pdf 141KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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Financial Statements – Annual – Mackenzie Global Macro Fund pdf 285KB
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MRFP – Annual – Mackenzie Global Macro Fund pdf 360KB
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Financial Statements – Semi-annual – Mackenzie Global Macro Fund pdf 218KB
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MRFP – Semi-annual – Mackenzie Global Macro Fund pdf 357KB
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Quarterly Portfolio Disclosure - 1st Quarter – Mackenzie Global Macro Fund pdf 82KB
Quarterly Commentaries
Monthly Commentaries