Latest news with #KristiAshcroft
Cision Canada
21-05-2025
- Business
- Cision Canada
New Mackenzie Investments Funds Provide Investment Opportunities Across Geographies and Sectors Français
Mackenzie International All Cap Equity Fund provides diversification beyond North American equities, while Mackenzie US Value Fund uncovers high-quality, attractive opportunities in the U.S. TORONTO, May 21, 2025 /CNW/ - Mackenzie Investments ("Mackenzie") today announced the launch of two new mutual funds, Mackenzie International All Cap Equity Fund and Mackenzie US Value Fund (each a "Fund" and together, the "Funds"). Both Funds aim to provide investors with enhanced portfolio diversification by offering them access to new opportunities in a variety of markets, sectors and companies. Mackenzie International All Cap Equity Fund Mackenzie International All Cap Equity Fund seeks to provide investors with true international equity exposure and diversification. Managed by the Mackenzie Europe and Asia Teams, the Fund invests in a range of market caps and styles, following a core approach that aims to capture return potential from around the world, adapting to market fluctuations. The teams' nimble approach allows them to pivot and uncover alpha opportunities as they arise. "This Fund is a great option for investors looking to diversify their portfolios outside of North America," said Kristi Ashcroft, Executive Vice President, Products & Solutions, Mackenzie Investments. "The Fund leverages a fundamental approach that is centered around the regional expertise of Mackenzie's investment boutiques in Europe and Asia, and aims to give investors access to the high conviction investment ideas across the market cap spectrum." Mackenzie US Value Fund Mackenzie US Value Fund, sub-advised by Putnam Investments, seeks to invest in undervalued U.S. companies across diverse sectors. These companies are characterized by robust cash flows, resilient business models and substantial growth potential. "The investment paradigm that has dominated the last several years may be shifting, and against that backdrop, investors may be looking to diversify from mandates focused on growth stocks. Backed by a team with decades of value-investing experience, the Fund will offer a concentrated portfolio that seeks high risk-adjusted returns through a focus on stock selection and disciplined risk management," concluded Ms. Ashcroft. For more information on Mackenzie's investment solutions, please visit About Mackenzie Investments Mackenzie Investments ("Mackenzie") is a Canadian investment management firm with approximately $213 billion in assets under management as of April 30, 2025. Mackenzie seeks to create a more invested world by delivering strong investment performance and offering innovative portfolio solutions and related services to more than one million retail and institutional clients through multiple distribution channels. Founded in 1967, it is a global asset manager with offices across Canada as well as in Beijing, Boston, Dublin, Hong Kong and London. Mackenzie is a member of IGM Financial Inc. (TSX: IGM), part of the Power Corporation group of companies and one of Canada's leading diversified wealth and asset management organizations with approximately $269 billion in total assets under management and advisement as of April 30, 2025. For more information, visit
Yahoo
21-05-2025
- Business
- Yahoo
New Mackenzie Investments Funds Provide Investment Opportunities Across Geographies and Sectors
Mackenzie International All Cap Equity Fund provides diversification beyond North American equities, while Mackenzie US Value Fund uncovers high-quality, attractive opportunities in the U.S. TORONTO, May 21, 2025 /CNW/ - Mackenzie Investments ("Mackenzie") today announced the launch of two new mutual funds, Mackenzie International All Cap Equity Fund and Mackenzie US Value Fund (each a "Fund" and together, the "Funds"). Both Funds aim to provide investors with enhanced portfolio diversification by offering them access to new opportunities in a variety of markets, sectors and companies. Mackenzie International All Cap Equity FundMackenzie International All Cap Equity Fund seeks to provide investors with true international equity exposure and diversification. Managed by the Mackenzie Europe and Asia Teams, the Fund invests in a range of market caps and styles, following a core approach that aims to capture return potential from around the world, adapting to market fluctuations. The teams' nimble approach allows them to pivot and uncover alpha opportunities as they arise. "This Fund is a great option for investors looking to diversify their portfolios outside of North America," said Kristi Ashcroft, Executive Vice President, Products & Solutions, Mackenzie Investments. "The Fund leverages a fundamental approach that is centered around the regional expertise of Mackenzie's investment boutiques in Europe and Asia, and aims to give investors access to the high conviction investment ideas across the market cap spectrum." Mackenzie US Value FundMackenzie US Value Fund, sub-advised by Putnam Investments, seeks to invest in undervalued U.S. companies across diverse sectors. These companies are characterized by robust cash flows, resilient business models and substantial growth potential. "The investment paradigm that has dominated the last several years may be shifting, and against that backdrop, investors may be looking to diversify from mandates focused on growth stocks. Backed by a team with decades of value-investing experience, the Fund will offer a concentrated portfolio that seeks high risk-adjusted returns through a focus on stock selection and disciplined risk management," concluded Ms. Ashcroft. For more information on Mackenzie's investment solutions, please visit Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund and ETF investments. Please read the prospectus before investing. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated. About Mackenzie InvestmentsMackenzie Investments ("Mackenzie") is a Canadian investment management firm with approximately $213 billion in assets under management as of April 30, 2025. Mackenzie seeks to create a more invested world by delivering strong investment performance and offering innovative portfolio solutions and related services to more than one million retail and institutional clients through multiple distribution channels. Founded in 1967, it is a global asset manager with offices across Canada as well as in Beijing, Boston, Dublin, Hong Kong and London. Mackenzie is a member of IGM Financial Inc. (TSX: IGM), part of the Power Corporation group of companies and one of Canada's leading diversified wealth and asset management organizations with approximately $269 billion in total assets under management and advisement as of April 30, 2025. For more information, visit SOURCE Mackenzie Investments View original content to download multimedia: Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Cision Canada
01-05-2025
- Business
- Cision Canada
New Mackenzie Investments Solutions Offer Investors Stable Opportunities for Attractive Yields Français
Mackenzie AAA CLO ETF, Mackenzie Target 2027 North American IG Corporate Bond Fund and ETF and Mackenzie Target 2029 North American IG Corporate Bond Fund and ETF aim to provide investors with stable investments and attractive yields TORONTO, May 1, 2025 /CNW/ - Mackenzie Investments ("Mackenzie") today announced the launch of several new investment solutions listed below. The new mutual funds and exchange traded funds (ETFs) aim to provide investors with high-quality fixed income investment options with the potential to deliver enhanced yields with lower risk. The new offerings are all managed by the Mackenzie Fixed Income Team, who have extensive expertise with global fixed income securities, rates, currencies and credit quality. "Given ongoing market uncertainty, many investors are looking for predictable investment options to help minimize risk in their portfolios," said Kristi Ashcroft, Executive Vice President, Products & Solutions, Mackenzie Investments. "We're pleased to offer Canadians a suite of investment solutions that offer the potential for stable returns with lower volatility." Mackenzie AAA CLO ETF The Mackenzie AAA CLO ETF provides access to AAA-rated collateralized loan obligations (CLOs) that adjust their yields to the prevailing benchmark interest rates. This provides investors with the potential to increase returns without proportionally increasing their risk exposure. The AAA-rated tranche is the safest tier, being the last to absorb losses and the first to receive payments. Mackenzie's new active ETF can help investors diversify their portfolios while offering lower volatility and higher credit quality, as well as slightly higher yields than corporate bonds. Mackenzie Target 2027 and 2029 North American Corporate Bond Funds and ETFs Both the Mackenzie Target 2027 and 2029 North American IG Corporate Bond Funds and their corresponding ETFs aim to offer investors attractive returns in varying interest rate environments while minimizing risk. By holding the bonds to maturity, the funds and ETFs are useful options for investors looking to match investment maturity with their financial goals. The target maturity funds and ETFs provide predictability and reduced interest rate sensitivity, making them an attractive investment option. "Our Fixed Income Team is dedicated to finding the best opportunities for investors, while keeping economic volatility and impacts from interest rate changes top of mind. These new offerings are relatively predictable – welcome options for investors seeking opportunities to diversify their portfolios to meet their financial goals," concluded Ms. Ashcroft. The initial offerings of the ETFs have closed, and they will begin trading today on the Toronto Stock Exchange under their respective ticker symbols. For more information on Mackenzie's investment solutions, please visit Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund and ETF investments. Please read the prospectus before investing. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated. About Mackenzie Investments Mackenzie Investments ("Mackenzie") is a Canadian investment management firm with approximately $218 billion in assets under management as of March 31, 2025. Mackenzie seeks to create a more invested world by delivering strong investment performance and offering innovative portfolio solutions and related services to more than one million retail and institutional clients through multiple distribution channels. Founded in 1967, it is a global asset manager with offices across Canada as well as in Beijing, Boston, Dublin, Hong Kong and London. Mackenzie is a member of IGM Financial Inc. (TSX: IGM), part of the Power Corporation group of companies and one of Canada's leading diversified wealth and asset management organizations with approximately $275 billion in total assets under management and advisement as of March 31, 2025. For more information, visit
