Take the emotions out of investing and create a customized portfolio solution with Mackenzie Automatic Rebalancing Service (ARS). ARS is an automatic rebalancing service available at no cost when using Mackenzie Investments funds.
Benefits of using Mackenzie ARS
Diversification can lessen the effects of market cycles and increase the chances that some portion of an investor’s portfolio will always be in favour. But diversification is only one part of controlling and managing risk.
Portfolio rebalancing keeps the asset allocation true to investor’s original goals. Rebalancing can deliver better returns by taking gains from out-performers (selling high) and putting them into under-performers (buying low). Sell-high/buy-low is a hallmark of disciplined investing.
For investors seeking regular monthly income from their investments, the risk management characteristic of portfolio rebalancing also helps mitigate sequence of return risk (negative returns earlier in the withdrawal/income stage).
Mackenzie ARS is suited to investors who:
- Are concerned with market volatility – especially retirees who have built their retirement savings and are seeking retirement income solutions.
- Want a fully customizable and flexible portfolio solution.
Is Mackenzie ARS the right solution for you?
Speak to your financial advisor today.
- Automatic Rebalancing Service – Client Agreement Form PDF (Locked) 85 KB
- Amendment to the Mackenzie Automatic Rebalancing Service Client Agreement Form PDF (Locked) 66 KB
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This should not be construed as legal, tax or accounting advice. This material has been prepared for information purposes only. The tax information provided in this document is general in nature and each client should consult with their own tax advisor, accountant and lawyer before pursuing any strategy described herein as each client’s individual circumstances are unique. We have endeavored to ensure the accuracy of the information provided at the time that it was written, however, should the information in this document be incorrect or incomplete or should the law or its interpretation change after the date of this document, the advice provided may be incorrect or inappropriate. There should be no expectation that the information will be updated, supplemented or revised whether as a result of new information, changing circumstances, future events or otherwise. We are not responsible for errors contained in this document or to anyone who relies on the information contained in this document. Please consult your own legal and tax advisor.