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Mackenzie Investments Announces Results of Special Meetings on Mutual Fund and ETF Mergers


TORONTO, ON – September 9, 2024
– Mackenzie Investments (“Mackenzie”) today announced the results of special meetings held Friday, September 6, 2024, where investors approved a series of mutual fund and exchange-traded fund (ETF) mergers detailed below. The mergers are expected to be executed on or about September 27, 2024.

Mutual Fund Mergers

The following mutual fund mergers were approved:

Merging Fund

To be merged into (Continuing Fund)

Mackenzie Maximum Diversification All World Developed Index Fund

Mackenzie World Low Volatility Fund

Mackenzie Maximum Diversification Canada Index Fund

Mackenzie Canadian Equity Fund

Mackenzie Maximum Diversification US Index Fund

Mackenzie World Low Volatility Fund

 

ETF Mergers

The following ETF mergers were approved:

Merging ETF

To be merged into (Continuing ETF)

Mackenzie Maximum Diversification All World Developed Ex North America Index ETF (ticker: MXU)

Mackenzie World Low Volatility ETF (ticker: MWLV)

Mackenzie Maximum Diversification All World Developed ETF (ticker: MWD)

Mackenzie World Low Volatility ETF (ticker: MWLV)

Mackenzie Maximum Diversification Emerging Markets Index ETF (ticker: MEE)

Mackenzie Emerging Markets Equity Index ETF (ticker: QEE)

Mackenzie Maximum Diversification Canada Index ETF (ticker: MKC)

Mackenzie Canada Low Volatility ETF (ticker: MCLV)

Mackenzie Maximum Diversification US Index ETF (ticker: MUS)

Mackenzie US Low Volatility ETF (ticker: MULV)

For more information on the mergers, please see: Mackenzie Investments Announces Proposed Changes to Its Mutual Fund and ETF Lineups

TOBAM Maximum Diversification All World Developed ex North America Index, TOBAM Maximum Diversification All World Developed Index, TOBAM Maximum Diversification Emerging Index, TOBAM Maximum Diversification Canada Index and TOBAM Maximum Diversification USA Index data copyright ©2024, TOBAM S.A.S. All rights reserved. “TOBAM” and “Maximum Diversification” are each a registered trademark and service mark of TOBAM S.A.S. or its affiliates (“TOBAM”) and are used under license for certain purposes by Mackenzie Financial Corporation. Reproduction of the TOBAM data and information in any form is prohibited except with the prior written permission of TOBAM S.A.S. Mackenzie Maximum Diversification All World Developed Index Fund, Mackenzie Maximum Diversification Canada Index Fund, Mackenzie Maximum Diversification US Index Fund, Mackenzie Maximum Diversification Global Multi-Asset Fund, Mackenzie Maximum Diversification All World Developed Ex North America Index ETF, Mackenzie Maximum Diversification All World Developed ETF, Mackenzie Maximum Diversification Emerging Markets Index ETF, Mackenzie Maximum Diversification Canada Index ETF and Mackenzie Maximum Diversification US Index ETF are not sponsored, endorsed, sold or promoted by TOBAM and TOBAM makes no representation regarding the advisability of investing in such funds/ETFs. TOBAM does not guarantee the accuracy or completeness of any data and information and is not responsible for any error or omission or for the results obtained from the use of such data and information. TOBAM GIVES NO EXPRESS OR IMPLIED WARRANTY, INCLUDING, ANY WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.

About Mackenzie Investments

Mackenzie Investments is a leading investment management firm with $208.6 billion in assets under management as of August 31, 2024. Mackenzie provides investment solutions and related services to more than one million retail and institutional clients through multiple distribution channels. Founded in 1967, Mackenzie is a global asset manager with offices across Canada as well as in Boston, Dublin, London, Hong Kong and Beijing. Mackenzie is a member of IGM Financial Inc. (TSX: IGM), one of Canada's premier financial services companies with approximately $260 billion in total assets under management and advisement as of August 31, 2024. For more information, visit mackenzieinvestments.com.

For further information:

Hilary Bassett
Mackenzie Investments
416-951-7558
hilary.bassett@igmfinancial.com  

Kim Tran
Placements Mackenzie (Québec)
514-217-1684
kim.tran@northstrategic.com