Mackenzie Investments announced today risk rating changes for the following mutual funds effective immediately.
Mackenzie reviews risk ratings and makes adjustments in accordance with the Risk Classification Methodology mandated by the Canadian Securities Regulators. There are no changes to the investment strategies of these mutual funds.
Fund Name |
Current Risk Rating |
New Risk Rating |
Mackenzie Canadian Equity Class |
Low to Medium |
Medium |
Mackenzie Canadian Equity Fund |
Low to Medium |
Medium |
Mackenzie Maximum Diversification Canada Index Class |
Low to Medium |
Medium |
Mackenzie Global Growth Class |
Low to Medium |
Medium |
Mackenzie Global Equity Fund |
Low to Medium |
Medium |
Mackenzie China Bond Fund |
Low |
Low to Medium |
Mackenzie Global Environmental Equity Fund |
Low to Medium |
Medium |
Mackenzie Private U.S. Equity Pool Class |
Low to Medium |
Medium |
Mackenzie Private U.S. Equity Pool |
Low to Medium |
Medium |
Mackenzie Maximum Diversification US Index Fund |
Low to Medium |
Medium |
Mackenzie U.S. Growth Class |
Low to Medium |
Medium |
Mackenzie U.S. Dividend Fund |
Low to Medium |
Medium |
Mackenzie US Quantitative Small Cap Fund |
Medium |
Medium to High |
About Mackenzie Investments
Mackenzie Investments (“Mackenzie”) is a leading investment management firm with $147 billion in assets under management as of August 31, 2020. Mackenzie provides investment solutions and related services to more than one million retail and institutional clients through multiple distribution channels. Founded in 1967, Mackenzie is a global asset manager with offices across Canada as well as in Boston, Dublin, London, Hong Kong and Beijing. Mackenzie is a member of IGM Financial Inc. (TSX: IGM), one of Canada’s premier financial services companies with approximately $173 billion in total assets under management as of August 31, 2020. For more information, visit mackenzieinvestments.com
SOURCE Mackenzie Investments