Press Releases

TORONTO, ON – Dec. 15, 2021 – Mackenzie Investments (“Mackenzie”) today released its economic forecast for the year ahead in its 2022 Outlook. The report offers insights for financial advisors and investors from Mackenzie’s experts on trends shaping Canadian and global markets and economies.

Expanding its partnership with award-winning asset manager TOBAM, Mackenzie’s Maximum Diversification Global Multi-Asset Fund offers potential for strong returns with reduced volatility

TORONTO, November 4, 2021 –Mackenzie Investments (“Mackenzie”) today introduced Mackenzie Maximum Diversification Global Multi-Asset Fund (“the Fund”).  The launch further expands its suite of Maximum Diversification® portfolio solutions offered in partnership with sub-advisor TOBAM, an award-winning Paris-based asset manager with a unique investment philosophy and proprietary mathematical approach that finds value in diversification. 

TORONTO, October 29, 2021 – Mackenzie Investments announced the following changes to the names, investment objectives and investment strategies of the four Mackenzie CL LP Funds listed below, all effective today.

TORONTO ­– October 26, 2021 – Mackenzie Investments today announced the October 2021 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on November 2, 2021 will receive cash distributions payable on November 9, 2021.

Details of the per-unit distribution amounts are as follows:

• Mackenzie Monthly Income Growth Portfolio seeks to offer investors predictable cashflow, lower volatility
  
• Mackenzie Global Green Bond Fund helps contribute to a greener global economy
   

TORONTO, October 25, 2021 – Mackenzie Investments (“Mackenzie”) today expanded its suite of mutual fund offerings with the launch of two new funds, Mackenzie Monthly Income Growth Portfolio and Mackenzie Global Green Bond Fund (“the Funds”).

Mackenzie Monthly Income Growth Portfolio seeks to provide income and growth potential with downside mitigation through access to multiple asset classes while Mackenzie Global Green Bond Fund offers investors a low-risk fixed income option while supporting sustainable initiatives.

“We’re thrilled to be offering Canadian investors new, innovative solutions to achieve their investment goals, which sometimes include objectives beyond just investment returns,” said Kristi Ashcroft, Head of Product, Mackenzie Investments. “Mackenzie Monthly Income Growth Portfolio adds to our suite of Monthly Income Portfolios and was designed primarily for retirees in the decumulation phase of investing while Mackenzie Global Green Bond Fund expands our growing line-up of sustainable investment options, allowing Canadians to continue to align their investments with their values.” 
 

• Mackenzie ChinaAMC All China Bond Fund provides investors access to growing Chinese bond market
• Mackenzie ChinaAMC Multi Asset Fund offers increased diversification and strong long-term growth potential

TORONTO, October 19, 2021 – Furthering its commitment to offer Canadian investors expanded access to the strong growth taking place in China, Mackenzie Investments (“Mackenzie”) today announced the launch of Mackenzie ChinaAMC All China Bond Fund and Mackenzie ChinaAMC Multi Asset Fund (“the Funds”). The Funds will be sub-advised by China Asset Management Co., Ltd. (“ChinaAMC”).

“We’re proud to offer Canadian investors these two unique opportunities to take advantage of the significant growth that continues to take place in China,” said Barry McInerney, President & CEO, Mackenzie Investments. “The Chinese bond market, at more than $20 trillion and growing, is now the second largest in the world and is simply too big to ignore, while the strong growth and diversification of China’s equity markets continue to represent attractive investment opportunities.”

Mackenzie Northleaf Private Infrastructure Fund offers retail investors potential for strong returns, income and long-term capital appreciation

TORONTO, October 5, 2021 – Mackenzie Investments (“Mackenzie”) today announced the launch of Mackenzie Northleaf Private Infrastructure Fund (the “Fund”) as part of its ongoing commitment to expand retail investor access to private market investment solutions.  

The Mackenzie Money Tree serves as a symbol of building a more sustainable future for all Canadians

TORONTO ­– September 27, 2021 – Mackenzie Investments today announced the September 2021 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on October 4, 2021 will receive cash distributions payable on October 12, 2021.

The Mackenzie Money Tree, a symbol of building a more sustainable future for all Canadians, pledges up to $100,000 in charitable donations

• 86 per cent of working Canadians surveyed have started saving for retirement
• But only 20 per cent are very confident on how to handle their investments

TORONTO, ON – September 23, 2021 – Mackenzie Investments today released its third annual retirement study, Mackenzie Retirement Reality Check 2021. The new report, based on a survey of employed Canadians 45+ and retirees that was conducted by Pollara Strategic Insights, finds that the overwhelming majority of working Canadians have started to save for their retirement.  But, despite this positive finding, only 20 per cent feel very confident about how to manage and grow their money once they enter their retirement years and just half (53 per cent) have given it any thought at all.

Toronto, August 20, 2021 – Mackenzie Financial Corporation (“Mackenzie Investments” or “Mackenzie”) and Canada Life Investment Management Ltd. (“CLIML”) announced that investors approved the proposed reorganization of the Canada Life series of Mackenzie Global Resource Fund (the “Fund”) as outlined below.

As a result of the reorganization, investors who hold Canada Life series of the Fund will be transitioned, on a tax-deferred basis, to a corresponding and substantially similar mutual fund managed by CLIML.

This reorganization follows a larger set of transactions which occurred on December 31, 2020 whereby Mackenzie transitioned its responsibilities as manager and trustee of the Canada Life Mutual Funds (formerly the Quadrus Group of Funds) and the Canada Life Pathways Funds to CLIML. As a result of the Fund being offered under multiple prospectuses, the reorganization was scheduled at a later date.  

TORONTO, July 21, 2021 – Mackenzie Investments (“Mackenzie”) today announced changes to the risk ratings, frequency of distributions and pricing for the following exchange traded funds (“ETFs”) and mutual funds.

Risk Rating Changes
Mackenzie reviews risk ratings and makes adjustments in accordance with the Risk Classification Methodology mandated by the Canadian Securities Regulators. The risk ratings of two ETFs will change as outlined below. There are no changes to the investment strategies of these ETFs.

Mackenzie Tax-Managed Global Equity Fund, a Canadian first, helps investors keep more of what they earn by incorporating a variety of tax management strategies

TORONTO, ON – July 14 2021 – Mackenzie Investments today announced the launch of Mackenzie Tax-Managed Global Equity Fund (“the Fund”). The Fund seeks to provide investors with long-term tax effective rates of return by investing primarily in equity securities issued by companies of any size, anywhere in the world. 

TORONTO, ON – July 2 2021 – Mackenzie Financial Corporation (“Mackenzie”) today announced changes to Mackenzie CL US All Cap Growth LP (the “Fund”).

Toronto, June 29, 2021 – Mackenzie Investments (“Mackenzie”) today announced changes to the investment objectives of Symmetry Low Volatility Fund (“the Fund”).

The changes allow the Fund to pursue long-term capital growth by investing primarily in equity securities of companies anywhere in the world outside of Canada and the United States, rather than focusing solely on global companies with low volatility.

Mackenzie is currently the only investor in the Fund and it is not sold to retail investors. The Fund will continue to only be available for investments by other Mackenzie managed mutual funds.

Concurrent with the change, the Fund will be renamed Mack EAFE Equity Pool.

The changes are effective as of June 29, 2021. 

• $25 billion flowed into the Canadian ETF market in first five months of 2021
• A record breaking $3 billion in inflows to Canadian-listed ESG-focused ETFs between January and March
• Canadian-listed ETFs are also fueling momentum and providing investors with more options 

TORONTO, ON – June 22 2021 – Mackenzie Investments (“Mackenzie”) today released its 2021 Mid-Year ETF Report . The study provides an overview of the Canadian Exchange Traded Fund (“ETF”) industry in the first half of 2021 and identifies trends that will continue to influence this investing category as the country gradually emerges from the COVID-19 pandemic.

TORONTO, June 15, 2020 - Mackenzie Investments today announced the June 2021 quarterly cash distributions for its equity Exchange Traded Funds ("ETFs") listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange (”NEO”). Unitholders of record on June 22, 2021 will receive cash distributions payable on June 29, 2021.

Toronto, May 20, 2021 – Mackenzie Investments (“Mackenzie”) today announced its intention to wind-up Mackenzie Financial Capital Corporation (“Capitalcorp”). This will impact its suite of corporate class funds, resulting in the merging of each into its corresponding trust fund equivalent, on a tax-deferred basis.

Toronto, May 20, 2021 – Mackenzie Investments (“Mackenzie”) today announced its intention to wind-up Mackenzie Financial Capital Corporation (“Capitalcorp”). This will impact its suite of 34 corporate class funds (“the Funds”), resulting in the merging of each Fund into its corresponding trust fund equivalent, on a tax-deferred basis.   

Wealthsimple Shariah World Equity Index ETF provides Canadian investors with access to global Shariah-compliant companies
 

TORONTO, ON – May 12, 2021– Mackenzie Investments (“Mackenzie”) today announced the listing of Wealthsimple’s first Shariah-compliant exchange traded fund (“ETF”), Wealthsimple Shariah World Equity Index ETF (“the Wealthsimple ETF”), with Mackenzie serving as trustee, manager and portfolio manager.

Toronto, May 11, 2021 – Mackenzie Investments announced the results of special meetings held yesterday where investors approved a fund merger and a change in investment objective. Both are intended to further streamline Mackenzie's product shelf and make it easier to navigate.

Mackenzie Greenchip Global Balanced Fund and Mackenzie Global Sustainable Bond Fund deliver potential for strong and stable returns

TORONTO, April 9, 2021 – Mackenzie Investments (“Mackenzie”) expanded its selection of sustainable solutions today with the introduction of two new mutual funds, Mackenzie Greenchip Global Balanced Fund and Mackenzie Global Sustainable Bond Fund (“the Funds”). 

Toronto, March 23, 2021 – Mackenzie Financial Corporation (“Mackenzie Investments” or “Mackenzie”) and Canada Life Investment Management Ltd. (“CLIML”) announced that investors approved the proposed fund reorganizations outlined below (each, a “Reorganization”) at special meetings held earlier today.

TORONTO, March 16, 2020 - Mackenzie Investments today announced the March 2021 quarterly cash distributions for its equity Exchange Traded Funds ("ETFs") listed below that trade on the Toronto Stock Exchange (TSX). Unitholders of record on March 23, 2021 will receive cash distributions payable on March 30, 2021.

Toronto, March 15, 2021 – Mackenzie Investments (“Mackenzie”) today announced it is renaming Mackenzie Global Leadership Impact ETF (“the ETF”). The proposed change is as follows:

The Mackenzie Northleaf Private Credit Fund provides retail investors with access to the benefits of private lending

TORONTO, March 11, 2021 – As part of its ongoing commitment to make alternative investments more accessible to retail investors, Mackenzie Investments (“Mackenzie”) today announced the launch of Mackenzie Northleaf Private Credit Fund (“the Fund”).

Toronto, March 5, 2021 – As part of its ongoing efforts to streamline its mutual fund product shelf Mackenzie Investments (“Mackenzie”) today announced the following proposed fund merger and fund objective change:

TORONTO ­– February 23, 2021 – Mackenzie Investments today announced the February 2021 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on March 2, 2021 will receive cash distributions payable on March 9, 2021.

Toronto, February 12, 2021 – Mackenzie Investments (“Mackenzie”) today announced that it is postponing the proposed reorganization of Mackenzie Global Resource Fund (“the Fund”) with Canada Life Global Resource Fund, a mutual fund managed by its affiliate Canada Life Investment Management Ltd. (“CLIML”) and a subsidiary of The Canada Life Assurance Company (“Canada Life’). 

New national initiative challenges Canada’s skiers to get creative and win $50,000 for a community investment project

TORONTO, ON – February 9, 2021 – Mackenzie Investments (“Mackenzie”) today announced the launch of Mackenzie Top Peak (“Top Peak”), a new national competition and call to action for ski communities across the country. Mackenzie is searching for one ski community that’s a little more invested in the people, place and sport they love – and isn’t afraid to show it across social media and through fun local challenges.

TORONTO ­– January 26, 2021 – Mackenzie Investments today announced the January 2021 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on February 2, 2021 will receive cash distributions payable on February 9, 2021.

• Rapidly growing category attracted a record $41 billion in flows in 2020, with 115+ new offerings launched
• ETF sector expected to continue to grow in 2021 through increased investor awareness, more Canadian-listed funds and pressure on providers to expand their offerings

TORONTO, ON – January 22, 2021 – Mackenzie Investments today announced that 11 of its mutual funds and exchange traded funds (“ETFs”) won 2020 Fundata FundGrade A+ Awards, which are presented annually to Canadian investment funds that achieve consistently high FundGrade scores through an entire calendar year.

Pioneering Mackenzie Private Equity Replication Fund aims to democratize access to the risk-return profile of private markets

TORONTO, January 8, 2021 – Mackenzie Investments today announced the launch of Mackenzie Private Equity Replication Fund (“the Fund”). A pioneering investment strategy, the mutual fund seeks to provide access to the amplified return and managed volatility characteristics of U.S. private equity buyouts. It does this by replicating key elements of the private equity investment profile including active exposures to specific industries, leverage, and volatility management.  In turn, the Fund has the potential to improve an overall portfolio’s performance and market resilience.

Industry veteran will partner with Fixed Income and Multi-Asset Strategies CIO Steve Locke to lead firm’s award-winning investment boutiques

TORONTO ­– January 5, 2021 – Mackenzie Investments (“Mackenzie”) today announced the appointment of Lesley Marks as Chief Investment Officer (Equities) as part of the succession plan for Tony Elavia, Executive Vice-President and Chief Investment Officer (“CIO”), who last month announced his intention to retire December 31^st, 2020.

TORONTO ­– January 4, 2021–Mackenzie Investments today announced a revision to the final year-end reinvested distribution for Mackenzie Canadian All Corporate Bond Index ETF that trades on the Aequitas NEO Exchange (“NEO”) for the 2020 tax year. Please note that this is an update to the final year-end reinvested distribution previously announced on December 23, 2020.

Toronto, April 30, 2021 – Mackenzie Investments (“Mackenzie”) announced that, effective today, it will change the indices for three Canadian Fixed Income Exchange Traded Funds (“ETFs”). The new index methodologies seek to enlarge the investing universe of each fund, while keeping true to the exposure an investor would seek in tracking these indices.

TORONTO – April 16, 2021: On April 19th, the 2021 Canadian federal budget will be delivered. IGM Financial Inc. (IGM) (TSX: IGM), through IG Wealth Management and Mackenzie Investments, has leading market commentators and personal finance experts who will be available to provide analysis of the budget and help put it in context for Canadians.  

TORONTO, April 13, 2021 – Mackenzie Investments (“Mackenzie”) today announced that Andrew Simpson, a leader in sustainable investing, has joined the firm as Senior Vice-President and Portfolio Manager.

TORONTO, April 26, 2021 – Mackenzie Investments (“Mackenzie”) announced the winner of its inaugural Mackenzie Top Peak ("Top Peak") competition. The team from Mont Ste-Marie, QC was awarded CAD$50,000 by Mackenzie for coming in first place. The money will be invested in the community, including improving public access to the hill, expanding the children’s racing program and enhancing safety and hill facilities.

Majority report that pandemic has made them more aware of societal impact of investment decisions

TORONTO ­– July 27, 2021 – Mackenzie Investments today announced the July 2021 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on August 4, 2021 will receive cash distributions payable on August 11, 2021.

TORONTO, September 14, 2021 - Mackenzie Investments today announced the September 2021 quarterly cash distributions for its equity Exchange Traded Funds ("ETFs") listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange (”NEO”). Unitholders of record on September 21, 2021 will receive cash distributions payable on September 28, 2021.

TORONTO, September 22, 2021 – Mackenzie Investments (“Mackenzie”) today announced changes to the names, risk ratings and investment strategy for the following mutual funds effective on or about September 29, 2021.

Mackenzie Global Sustainable Bond ETF aims to provide stable diversification opportunities by investing in sustainable debt from global issuers

TORONTO ­– June 25, 2021 – Mackenzie Investments today announced the June 2021 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on July 5, 2021 will receive cash distributions payable on July 12, 2021.

TORONTO ­– August 26, 2021 – Mackenzie Investments today announced the August 2021 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on September 2, 2021 will receive cash distributions payable on September 10, 2021.

Firm’s second ESG-focussed investment team launches its first two mutual fund offerings

TORONTO, November 12, 2021 - Mackenzie Financial Corporation ("Mackenzie Investments" or "Mackenzie") and Canada Life Investment Management Ltd. ("CLIML") today announced proposals to reorganize the funds outlined below (each, a "Reorganization") on a tax deferred basis, subject to regulatory approval and investor approval at special meetings to be held on January 11, 2022

TORONTO, November 17, 2021 – Mackenzie Investments today announced that its investment management team has earned eight Refinitiv Lipper Awards, including five mutual fund awards and three exchange traded fund (ETF) awards.

TORONTO ­– November 25, 2021 – Mackenzie Investments today announced the November 2021 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on December 2, 2021 will receive cash distributions payable on December 9, 2021.

TORONTO ­– December 10, 2021 – Mackenzie Investments today announced the estimated year-end reinvested distributions for its exchange-traded funds (“ETFs”) that trade on the Toronto Stock Exchange (“TSX”) and Aequitas NEO Exchange (“NEO”) for the 2021 tax year. Please note that these are estimated amounts only as of November 15, 2021, or, for ETFs that fully hedge their foreign currency exposure back to Canadian dollars and for our Allocation ETFs, as of December 3, 2021, as listed below. These amounts reflect forward looking information and the actual reinvested distributions may differ materially from these estimates.

These are estimated distributions of undistributed net income and/or capital gains. The distributions will be reinvested in additional units of the respective ETFs and do not include estimates of ongoing monthly, quarterly, semi-annual or annual cash distribution amounts. The additional units will be immediately consolidated with the units previously outstanding, so that the number of units outstanding following the distribution will equal the number of units outstanding prior to the distribution.

Mackenzie Investments expects to announce the final year-end reinvested distribution amounts for its ETFs on or about December 23, 2021. The record date for these distributions is December 31, 2021. The actual taxable amounts distributed by the ETFs in 2021, including the tax characteristics of these amounts, will be reported to brokers through CDS Clearing and Depository Services Inc. in early 2022.

TORONTO, December 14, 2021 - Mackenzie Investments today announced the December 2021 quarterly cash distributions for its equity Exchange Traded Funds ("ETFs") listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on December 21, 2021will receive cash distributions payable on December 30, 2021.

TORONTO ­– December 23, 2021 – Mackenzie Investments today announced the final year-end reinvested distributions for its exchange-traded funds (“ETFs”) that trade on the Toronto Stock Exchange (“TSX”) and Aequitas NEO Exchange (“NEO”) for the 2021 tax year. Please note that this is an update to the estimated year-end reinvested distributions previously announced on  December 10, 2021.

These are distributions of undistributed net income and/or capital gains. The distributions will be reinvested in additional units of the respective ETFs and do not include ongoing monthly, quarterly, semi-annual or annual cash distribution amounts. The additional units will be immediately consolidated with the units previously outstanding, so that the number of units outstanding following the distribution will equal the number of units outstanding prior to the distribution.

The record date for these distributions is December 31, 2021. The actual taxable amounts distributed by the ETFs in 2021, including the tax characteristics of these amounts, will be reported to brokers through CDS Clearing and Depository Services Inc. in early 2022.

TORONTO ­– December 22, 2021 – Mackenzie Investments today announced the December 2021 monthly cash distributions for its Exchange Traded Funds (“ETFs”) listed below that trade on the Toronto Stock Exchange (TSX) and Aequitas NEO Exchange. Unitholders of record on December 31, 2021 will receive cash distributions payable on January 10, 2022.