In This Article:
Mackenzie GQE Canadian Equity Fund, Mackenzie GQE Canadian Balanced Fund,
Mackenzie GQE Global Balanced Fund and Mackenzie GQE US Alpha Extension Fund
leverage proven quantitative investment process that seeks to achieve above-benchmark returns
TORONTO, April 22, 2025 /CNW/ - Mackenzie Investments ("Mackenzie") today announced the launch of four new mutual funds (the "Funds"). All leverage the proven investment process of the Mackenzie Global Quantitative Equity (GQE) Team (the "GQE Team"), which aims to generate alpha and manage risk by using a holistic quantitative approach that combines human insight and data science. The new Funds include:
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Mackenzie GQE Canadian Equity Fund
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Mackenzie GQE Canadian Balanced Fund
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Mackenzie GQE Global Balanced Fund
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Mackenzie GQE US Alpha Extension Fund
Mackenzie GQE Canadian Equity Fund
Mackenzie GQE Canadian Equity Fund offers investors access to investments in quality Canadian companies, complemented by exposure to U.S. investments. This allows investors to diversify their portfolios while pursuing attractive returns and managing risk.
"Mackenzie is pleased to offer Canadians another opportunity to invest in great companies here at home and abroad, selected through the renowned quantitative investment process of our GQE Team," said Kristi Ashcroft, Executive Vice President, Products & Solutions, Mackenzie Investments.
Mackenzie GQE Canadian Balanced Fund and Mackenzie GQE Global Balanced Fund
Mackenzie GQE Canadian Balanced Fund and Mackenzie GQE Global Balanced Fund combine equity and fixed income opportunities to provide investors with a diversified portfolio. Both funds leverage the expertise of the GQE Team, the Mackenzie Fixed Income Team and the Mackenzie Multi-Asset Strategies Team for tactical decision-making. The funds are managed to adhere to a target strategic asset mix, which will be adjusted based on emerging opportunities and risks.
"Mackenzie GQE Canadian Balanced Fund and Mackenzie GQE Global Balanced Fund are great options for investors who are seeking steadier returns by investing across equities and fixed income in a single fund, benefiting from the GQE Team's approach of well-balanced exposure to value, growth and quality factors within the equity sleeve, and a diversified exposure to a variety of bonds," explained Ms. Ashcroft. "The expertise of our three Mackenzie teams provides the potential for strong performance."
Mackenzie GQE US Alpha Extension Fund
Mackenzie GQE US Alpha Extension Fund enhances core U.S. equity exposure with both long and short equity positions to create greater alpha potential.