Mackenzie Investments

About The Fund

Mackenzie Investments is a prominent investment management firm catering to both retail and institutional clients with a broad array of financial products and services, aiming to foster a more invested world. Since its inception in 1967 in Toronto, Canada, the firm has grown to establish a significant global presence. Mackenzie Investments offers a comprehensive investment platform that includes mutual funds, exchange-traded funds (ETFs), and a variety of investment strategies including sustainable investing, Chinese market investments, and more. A diverse range of asset classes such as fixed income, balanced funds, multi-asset solutions, alternative investments, private markets, and equities are available through their offerings. They are committed to innovating investment solutions that correspond to multiple investor needs. The firm operates through various investment teams, sub-advisors, and strategic partners to provide expertise and market insights. By emphasizing performance and client education, Mackenzie Investments strives to deliver value through market outlooks, expert insights, commentaries, and educational content. Their educational resources encompass alternatives education, sustainable investing education, and ETF education, aimed at equipping investors and advisors with the necessary tools and knowledge. Furthermore, they offer services tailored to group plans, retirement planning, and the Mackenzie Charitable Giving Program. The company is also known for its practice management programs and retirement planning support services. Mackenzie Investments is part of the IGM Financial Inc. group and by extension the Power Corporation group of companies, which contributes to its financial strength and reach. They manage over $213.3 billion in assets, reflecting their capacity to cater to over a million clients with the aim of creating a more invested world, where personal and financial commitments are both prioritized.