Mackenzie Asset Allocation ETFs

The case for asset allocation

Asset allocation is a critical component of portfolio management as it can account for up to 92% of the variation in a portfolio’s returns^.1

By holding investments from different asset classes, investors may be able to increase their growth potential and minimize risk over time. Since asset classes perform differently in various market conditions, having an appropriate asset allocation can go a long way in helping maintain confidence in the face of fluctuating market conditions. Investors are becoming increasingly aware of how and why they should be using ETFs in effective asset allocation strategies.

A simple single-ticket solution

Mackenzie’s all-in-one, low-cost, asset allocation ETFs are designed to address an investor’s risk profile, help to mitigate impact of market volatility, and deliver an appropriate investment mix with the benefit of transparent and liquid exposures. In times of market volatility, the Mackenzie suite of Asset Allocation ETFs reduces operational complexities and administrative burdens in executing an effective allocation plan with embedded discipline.

Diversification Matters

Mackenzie’s Conservative, Balanced and Growth Allocation ETFs offer broad global diversification across asset classes and geographies, holding underlying Mackenzie ETFs, with strategic asset allocation. This suite provides embedded discipline and manages for operational complexity in executing an effective asset allocation strategy.

Mackenzie’s Global Fixed Income Allocation ETF offers broad fixed income diversification, holding underlying Mackenzie ETFs, with strategic asset allocation. As different fixed income asset classes exhibit low to modest correlation with each other, diversification among different fixed income asset classes may reduce an investor’s portfolio risk over time.

Diversification by sector, geography, credit quality, duration and currency may help reduce an investor’s portfolio risk over time. Mackenzie Allocation ETFs are the only asset allocation suite that provides exposure to Canadian domiciled developed ex-North America and emerging market local currency bond ETFs.

Mackenzie’s suite of asset allocation ETFs offer risk-based diversification to help investors reach their goals:

Note: Any currency management is solely as a result of underlying ETFs, which are CAD-hedged, being held in the Asset Allocation ETFs

Why Mackenzie ETFs

 ETFs made for Canadians by Canadians.

Mackenzie Investments is one of Canada’s leading independent asset management companies. We distribute investment products and services to individual Canadians through their advisors, and to institutions globally. As a Canadian-owned, global asset management firm we’ve been helping Canadians by offering investment solutions for over 50 years. In a competitive ETF environment, dominated by large U.S. based firms, our ETF commitment has always been in Canada and to Canadians.

We offer a comprehensive suite of ETFs – leveraging a comprehensive approach, strong Canadian ETF expertise and support, and engineered ETFs designed for the Canadian investor.

When it comes to ETFs, our beliefs have always remained at the core at what we do: supporting the Canadian financial industry, the advisors in it and investors who benefit from it. Proudly Canadian, Mackenzie is part of IGM Financial—the world’s ninth largest publicly-traded asset manager—and owned by Power Financial Corporation.

For more information about Mackenzie’s ETFs, please contact your financial advisor.

1 Source: Brinson, Hood, and Brian D. Singer

Commissions, management fees, brokerage fees and expenses all may be associated with Exchange Traded Funds. Please read the prospectus before investing. Exchange Traded Funds are not guaranteed, their values change frequently and past performance may not be repeated. The Mackenzie ETFs are not sponsored, promoted, sold or supported in any other manner by Solactive nor does Solactive offer any express or implicit guarantee or assurance either with regard to the results of using the Indices, trade marks and/or the price of an Index at any time or in any other respect. The Solactive Indices are calculated an published by Solactive. Solactive uses its best efforts to ensure that the Indices are calculated correctly. Irrespective of its obligations towards the Mackenzie ETFs, Solactive has no obligation to point out errors in the Indices to third parties including but not limited to investors and/or financial intermediaries of the Mackenzie ETFs. Neither publication of the Solactive Indices by Solactive nor the licensing of the Indices or related trade mark(s) for the purpose of use in connection with the Mackenzie ETFs constitutes a recommendation by Solactive to invest capital in said Mackenzie ETFs nor does it in any way represent an assurance or opinion of Solactive with regard to any investment in these Mackenzie ETFs