Mackenzie Preferred Pricing

Benefit from reduced fees starting at $100,000ꝉ

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Mackenzie’s Preferred Pricing program offers qualified investors the opportunity to benefit from reduced fees once their household assets with Mackenzie reach $100,000.

We offer flexible aggregation and householding policies, allowing you to combine all Eligible Accounts, across funds and series, to reach the required minimum investment for our Private Wealth (PW) series.

Mackenzie uses high-water mark to determine eligibility for Preferred Pricing to ensure that negative market activity does not impact the minimum investment calculation for our PW series.‡

Key benefits

Competitive entry point

Qualification for preferred pricing starts at just $100,000 in eligible household assets.ꝉ

Flexible

Allows you to combine Eligible Accounts across Mackenzie funds and series.

High-water mark

High-water mark tracking ensures investors are not penalized for market downturns.

Example: Global equity fund fees switch to PW series*

Preferred Pricing at a glance

  • Competitive entry point with low management fees, regardless of individual account size.
  • Automatic conversion to PW series for individuals with $100 000.^
  • Eligible Accounts may be aggregated to determine minimum assets for entry point to PW series.
  • High-water mark maintains pricing after market dips.
  • Waived individual fund minimums. Investors no longer need to meet minimums for each fund. The $100,000 household threshold unlocks access to all eligible PW series funds with preferred pricing.
  • Eligible series: PW, PWR, PWB, PWFB, PWT5 PWT5, PWT8, PWFB, PWFB5

The following are considered Eligible Accounts

Individual account; accounts held by a spouse or family members living at the same address; joint accounts with a spouse; accounts for  dependent minors; accounts owned by a corporation where an individual or their spouse hold more than 50% ownership and voting control; and any Mackenzie Investments Charitable Giving Program accounts where an individual or a family member at the same address are listed as a donor.

Resources


Understanding fund fees and series

Mackenzie Private Wealth Solutions fee calculator

Preferred Pricing advisor brochure

‡For more information on the high-water mark, please see the prospectus.

ꝉStarting at $100,000 in assets across Eligible Accounts as defined in the prospectus.

^Accounts belonging to the same investor, with the same address and same dealer rep code are automatically linked. Other account types require the advisor to inform Mackenzie. See the prospectus for additional details.

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.