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Mackenzie Financial
| Destination Funds | Private Client Program | Cundill Funds | Mackenzie Funds | Ivy Funds |
|
Maxxum Funds | Focus Funds | Sentinel Funds | Star Portfolios | Universal Funds |
| Keystone Asset Allocation Models | Keystone Partner Funds and Capital Class |
|
Keystone Portfolio Funds |
Destination Funds: Investment behaviour is highly complex: Buy this, sell that. I feel safer in GICs. Let's invest in an India fund. Where does it all end? Surprisingly, there isn't the same kind of complexity when it comes to financial goals. Most people want to save for a house, retire with financial security or perhaps send a child to post secondary school. What if there were investments designed to help you reach your financial goals by a particular target date? And these investments automatically rebalance to reduce your volatility risk through the life of your investment. Welcome to Mackenzie Destination+ Funds. Click here to find out more information on the Mackenzie Destination+ funds.
Private Client Program: ( Mackenzie Portfolio Architecture Service)
The Mackenzie Portfolio Architecture Service (PAS) is one of the dedicated managed money programs available in the Mackenzie Private Client Program. Using proprietary, pension style portfolio construction techniques, we provide expert guidance in the development of tailored portfolio solutions for high net worth clients and their families. The Mackenzie PAS requires a minimum of $500,000 of investable assets across qualified family accounts. Click here to find out more information on the Private Client Program available at Mackenzie.
Cundill Funds: The Cundill Funds are managed with a conservative value approach. Cundill managers don't look to buy great companies at decent prices, they look to buy decent companies at great prices. This approach doesn't rely on market timing or weight portfolios by industry or country sector. Click here to find out more information on the Mackenzie Cundill Funds.
Note: The Mackenzie Cundill Canadian Security C is one of the funds in our conservative, balanced, income growth and moderate growth portfolios. |
Mackenzie Funds: The Mackenzie Funds specialize in Canadian equity and fixed income investments. Each fund is measured constantly and compared against the fund's mandate and other established benchmarks. Click here to find out more information on the Mackenzie Funds.
Ivy Funds: The Ivy Funds are constructed with a bottom-up, value and growth style. The Ivy managers look to buy businesses not stocks - meaning, they look at the company dynamic ahead of the company's market. Ivy funds are particularly suited to long-term investors.
Click here to find out more information on the Mackenzie Ivy Funds. Maxxum Funds: The Mackenzie Maxxum Fund Family is an investment in quality. It provides a complete Canadian solution for long-term investors by providing a strong foundation for any well-diversified portfolio.
Click here to find out more information on the Mackenzie Maxxum Funds.
Focus Funds: The Focus Fund Family is an investment in quality. It provides a complete Canadian solution for long-term investors by providing a strong foundation for any well-diversified portfolio. Click here to find out more information on the Mackenzie Focus Funds.
Note: The Mackenzie Focus Canada is one of the funds in our income growth, moderate growth, growth and aggressive growth portfolios. |
Sentinel Funds: The Sentinel Fund Family is an investment in quality. It provides a complete Canadian solution for long-term investors by providing a strong foundation for any well-diversified portfolio. Click here to find out more information on the Mackenzie Sentinel Funds.
Star Portfolios:STAR is Mackenzie's strategic asset-allocation program. STAR assesses the objectives of individual investors and pairs them with a tailored, optimized investment portfolio of funds from a select group. Click here to find out more information on the Mackenzie STAR portfolios.
Universal Funds: The Universal Funds provide a wide variety of equity and fixed income funds that cover the World's various geographic regions and a variety of asset classes. This family includes several distinguished portfolio management teams employed by Mackenzie to manage portfolios in their specialized regions and areas of expertise. Click here to find out more information on the Mackenzie Universal Funds.
Note: The Mackenzie Universal World Resource is one of the funds in our moderate growth, growth and aggressive growth portfolios. |
Keystone Asset Allocation Models: Keystone Asset Allocation Models are a strategic asset allocation service, similar to STAR and offered by MRS. Keystone is designed to help both investor and financial advisor determine the optimized allocation of investment dollars among asset classes, using funds from Mackenzie and several other leading Canadian fund companies. Click here to find out more information on the Mackenzie Keystone Asset Allocation Models.
Keystone Partner Funds and Capital Class: Keystone partner Funds and Capital Class offer access to several top tier funds from several other leading Canadian fund companies and international money managers. Click here to find out more information on the Mackenzie Keystone Partner Funds and Capital Class.
Keystone Portfolios Funds: Based on the popular concept of strategic asset allocation, Keystone combines some of the best professionally managed funds into a one-stop investment decision. Mercer Investment Consulting acts as consultant to Mackenzie with respect to Keystone, focusing on asset allocation, questionnaire design, asset mix profiling, manager review and selection. All final decisions are made by Mackenzie. Click here to find out more information on the Mackenzie Keystone Portfolio Funds.
If you are interested in purchasing one of the many funds from Mackenzie Financial, call our offices today at 1-866-466-4745.
