Mackenzie Multi-Strategy Absolute Return Fund
Why invest in this fund?
- Access expanded investment tools such as shorting and leverage to capture different market opportunities across wide range of assets.
- Utilize multiple strategies to provide better diversification, improve downside protection, reduce correlations to traditional benchmarks and smooth out performance over a full market cycle.
- Sophisticated portfolio construction and dynamic allocation to multiple strategies and tools for better risk management and a positive absolute return over time.
Key Facts
Portfolio Managers
Nelson Arruda, CFA
Senior Vice President, Portfolio Manager, Team Co-Lead
Mackenzie Multi-Asset Strategies TeamInvestment experience since 2009
Michael Kapler, MMF
Portfolio Manager
Mackenzie Multi-Asset Strategies TeamInvestment experience since 1998
Steve Locke, MBA
Senior Vice President, Portfolio Manager, Head of Team
Mackenzie Fixed Income TeamInvestment experience since 1995
Konstantin Boehmer, MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2003
Felix Wong, MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 1988
Dan Cooper, CFA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2003
Movin Mokbel, MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2000
Richard B. Weed, CFA
Senior Vice President, Portfolio Manager, Head of Team
Mackenzie Systematic Strategies TeamInvestment experience since 1992
Matthew Cardillo, CFA
Vice President, Portfolio Manager
Mackenzie Systematic Strategies TeamInvestment experience since 2000
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
-
Year in Review: Mackenzie’s Multi-Strategy Absolute Return Fund
pdf
485KB
-
Mackenzie Multi-Strategy Absolute Return Fund - 2019 Year in review
pdf
238KB
-
White Paper: How the Sequence of Returns can Impact your Retirement Savings
pdf
225KB
-
Investor Brochure: The Alternative Way to Stabilize Core Portfolios
pdf
563KB
-
Your Guide to Investing in Liquid Alternatives
pdf
3320KB
-
Investor Insight - Opportunity with Alternatives
pdf
173KB
-
Comprehensive suite - We make it easy to select the right alternatives
pdf
101KB
-
Fund Profile (Express) - Mackenzie Multi-Strategy Absolute Return Fund Series F
pdf
174KB
-
Fund Profile (Express) - Mackenzie Multi-Strategy Absolute Return Fund
pdf
174KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
-
Financial Statements – Annual – Mackenzie Multi-Strategy Absolute Return Fund
pdf
438KB
-
Financial Statements – Semi-annual – Mackenzie Multi-Strategy Absolute Return Fund
pdf
307KB
-
MRFP – Annual - Mackenzie Multi-Strategy Absolute Return Fund
pdf
380KB
-
MRFP – Semi-annual – Mackenzie Multi-Strategy Absolute Return Fund
pdf
379KB
-
Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Multi-Strategy Absolute Return Fund
pdf
83KB
-
Quarterly Portfolio Disclosure – 3rd Quarter - Mackenzie Multi-Strategy Absolute Return Fund
pdf
116KB
Fund feature page
Learn how this Fund can be a valuable component for the construction of your clients’ portfolios.
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.