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Automatic portfolio rebalancing helps maintain long-term investment goals.
Automatic Rebalancing Service
Mackenzie Automatic Rebalancing Service helps keep client portfolios aligned with long-term goals. Available at no additional cost when using Mackenzie Investments funds, the service helps maintain a target asset mix through changing market conditions.
Benefits of using Mackenzie Automatic Rebalancing Service
Diversification can help reduce the impact of market fluctuations by spreading investments across asset classes and strategies. However, diversification alone may not keep a portfolio aligned with an investor’s long-term objectives.
As markets change over time, portfolios can drift from their original investment mix. This service automatically rebalances client portfolios back to their intended allocation based on the range and frequency you select with your clients.
Key features
Flexible options to customize target allocation, rebalancing ranges and frequency.
No additional fees or minimum investment requirements when using Mackenzie Investments funds.
Simple setup with streamlined administration.
Resources
Mackenzie Automatic Rebalancing Service - feature page
Applications and forms
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
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