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

Performance

Portfolio

Codes & Fees

Historical Data