“MARKETS ARE VOLATILE, YIELDS SCARCE AND RATES

UNCERTAIN. WHAT CONTROL DO WE HAVE?”

Control of our investments – it's something we all want, but many don't feel they have in today's challenging markets. Here are some insights and ideas to discuss with your advisor to help you take control.

TAKE CONTROL.

  1. INCOME / YIELD IDEAS

    Generating a healthy
    income stream is a challenge in today's low-yield environment. Mackenzie Investments offers a range of diversified income-oriented products that may
    be ideally suited to your
    income needs.

    Watch the Introduction Video
  2. FLEXIBLE IDEAS

    Volatility and uncertainty across asset classes has many investors seeking flexible solutions to better manage the outcome. Mackenzie Investments offers several products that actively manage the asset mix through all market cycles.

  3. DIVERSIFIED IDEAS

    The complexity of markets and investment choice has more and more investors seeking simple, well-diversified, fully-managed solutions. Mackenzie Investments offers one-stop diversification through seven actively managed,
    "pension-style" portfolios.

  1. MACKENZIE FLOATING
    RATE INCOME FUND
  2. MACKENZIE STRATEGIC
    BOND FUND
  3. MACKENZIE STRATEGIC
    INCOME FUND
  4. MACKENZIE CANADIAN
    ALL CAP DIVIDEND FUND/CLASS
  5. MACKENZIE ALL CAP
    DIVIDEND CLASS

Rising rates can hurt returns in a traditional fixed income portfolio. Help control your exposure to interest rate risk by including Mackenzie Floating Rate Income Fund as part of a well-diversified fixed income portfolio.

  1. Provides diversified sources of credit, yield and interest rate exposure
  2. Extends beyond traditional investment-grade fixed income
  3. Offers exposure to holdings that can reset to higher yields over time

Historically low interest rates continue to challenge yield seeking investors. Control your income profile with Mackenzie Strategic Bond Fund.

  1. Strategically invests across the fixed income spectrum
  2. Extends beyond traditional investment-grade fixed income
  3. Seeks better, more efficient sources of yield

Low rates continue to constrain traditional sources of income. Enhance your yield potential with Mackenzie Strategic Income Fund as a core source for your income needs.

  1. Seeks to deliver a premium income stream
  2. Adjusts asset allocations through all market cycles
  3. Offers a balanced mix suitable as a core investment

Low rates are compressing yields across traditional income generating investments. Boost your income potential with Mackenzie Canadian All Cap Dividend Fund which seeks attractive dividend paying opportunities through a unique all cap approach.

  1. Pursues attractive dividend yield, plus the potential for long-term capital gains
  2. Provides absolute diversification across all market caps in Canada
  3. Adheres to a value-based approach seeking the least volatile path to strong returns

A narrow approach to dividend investing can lead to concentration risk in your portfolio. Diversify with Mackenzie All Cap Dividend Class which offers broad exposure across all market caps in Canada and the United States.

  1. Pursues attractive dividend yield, plus the potential for long-term capital gains
  2. Provides absolute diversification across all market caps in Canada plus the U.S.
  3. Adheres to a value-based approach seeking the least volatile path to strong returns
  1. FLEXIBLE IDEAS
  2. MACKENZIE FLOATING RATE
    INCOME FUND
  3. MACKENZIE STRATEGIC
    BOND FUND
  4. MACKENZIE STRATEGIC
    INCOME FUND

Exposure to asset classes that have run up in value can leave investors vulnerable. A flexible approach that seeks to actively manage risk-adjusted returns can help investors take control.

Rising rates can hurt returns in a traditional fixed income portfolio. Help control your exposure to interest rate risk by including Mackenzie Floating Rate Income Fund as part of a well-diversified fixed income portfolio.

  1. Provides diversified sources of credit, yield and interest rate exposure
  2. Extends beyond traditional investment-grade fixed income
  3. Offers exposure to holdings that can reset to higher yields over time

Historically low interest rates continue to challenge yield seeking investors. Control your income profile with Mackenzie Strategic Bond Fund.

  1. Strategically invests across the fixed income spectrum
  2. Extends beyond traditional investment-grade fixed income
  3. Seeks better, more efficient sources of yield

Low rates continue to constrain traditional sources of income. Enhance your yield potential with Mackenzie Strategic Income Fund as a core source for your income needs.

  1. Seeks to deliver a premium income stream
  2. Adjusts asset allocations through all market cycles
  3. Offers a balanced mix suitable as a core investment
  1. SYMMETRY PORTFOLIOS

Volatile and uncertain markets have driven many investors to the sidelines. Get back on track with Symmetry Portfolios - a range of fully managed, one-stop investment solutions to help keep you invested.

  1. Offers choice across a range of seven diversified portfolios:
    1. Symmetry Fixed Income Portfolio
    2. Symmetry Conservative Income Portfolio/Class
    3. Symmetry Conservative Portfolio/Class
    4. Symmetry Balanced Portfolio/Class
    5. Symmetry Moderate Growth Portfolio/Class
    6. Symmetry Growth Portfolio/Class
    7. Symmetry Equity Portfolio Class
  2. Adheres to strict risk-oversight practices to manage volatility
  3. Provides 'pension-style' management for retail investors