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for a New Normal.The evolution of portfolio diversification.Changing markets demand a new
When you consider a traditional balanced portfolio, the relative risk exposure isnt as balanced as you may think. In fact, equity risk tends to dominate so much that it makes your balanced portfolio vulnerable to market swings. By allocating to alternative solutions, you can diversify your sources of return and reorient the risk in the portfolio.
For illustrative purposes only. The above shows a representative 60/40 balanced portfolio and a portfolio with an allocation to alternatives which includes alternative mutual funds and other funds that have exposure to alternative assets. This illustration is not intended to represent a suggested portfolio allocation and the approximated risk allocation is for reference purposes only and does not reflect actual portfolio risk exposure. The above is not representative of any Mackenzie funds.
Todays markets require complementary solutions to mitigate volatility and provide streams of return that are less market-dependent. Alternatives offer just that.
Mackenzies alternative investment solutions can be broadly grouped into two main categories – alternative strategies and alternative assets.
Use sophisticated approaches like leverage and short selling to potentially generate excess returns. Our alternative strategy solutions are considered alternative mutual funds or liquid alternatives.*
Gain exposure to infrastructure, real estate, commodities, currencies and other non-traditional asset classes that can offer patterns of return that are different than traditional stocks and bonds.
*Alternative mutual fund is a regulatory term for funds that use alternative strategies in a manner not typically permitted for other conventional mutual funds, such as generating leverage through short selling or derivatives.
Mackenzie has created sophisticated portfolios that integrate alternatives to help better diversify core, equity and fixed income investments. Each fund below is uniquely managed by alternative investment experts and gives you easy access to sophisticated portfolio management.
Attain high return potential by taking long and short positions in equity securities of companies located anywhere in the world.
Harness global macroeconomic trends to seek strong and diversified returns by taking long and short positions in equity securities, fixed-income securities, commodities and/or currencies.
A multi-asset fund combines the most popular alternative strategies credit absolute return, global macro, long/short equity and equity market neutral – in a one-ticketsolution.
Diversify return drivers and seek positive and consistent returns by applying leverage and taking long and short positions in fixed income securities around the world.
Mackenzie also has solutions that provide exposure to alternative asset classes including real estate, infrastructure, currency, commodities and others. Mackenzies alternative asset solutions do not use alternative strategies.
Can provide return streams that are different than those from stock and bond markets
Can enhance portfolio diversification for a smoother ride
If youd like to learn more about alternatives and the solutions that Mackenzie offers, please refer to the following materials:
Your guide to investing in liquid alternatives
How the sequence of returns can impact your retirement savings
Dealing with volatility and diversification through the use of alternative investments
Strategy Spotlight – Mackenzie Multi-Strategy Absolute Return Fund
Feature page – Mackenzie Global Long/Short Equity Alpha Fund
Feature page – Mackenzie Credit Absolute Return Fund
Feature page – Mackenzie Multi-Strategy Absolute Return Fund
This video demonstrates a simple illustrative example of a Long/Short Equity Market Neutral alternative strategy.Watch to learn more.
Each video demonstrates a simple illustrative example of an Alternative Strategy. Watch to learn more.
This video demonstrates a simple illustrative example of a Managed Futures alternative strategy. Watch to learn more.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments and the use of an asset allocation service. Please read the prospectus of the mutual funds in which investment may be made under the asset allocation service before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
The content of this page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.
Mutual funds sponsored by Mackenzie Investments are only qualified for sale in the provinces and territories of Canada. Please read a fundsprospectusand speak to an advisor before investing.