Mackenzie and Quadrus add new series for high net worth investors and make risk rating changes for certain funds Français
TORONTO, June 28, 2018 /CNW/ - Mackenzie Investments and Quadrus Investment Services Ltd. announced today the addition of new high net worth series (QFW and HW). These series options, available on all funds, are designed with the needs of high net worth investors in mind. Mackenzie and Quadrus are also launching the Global All Cap Equity Fund (Setanta) to provide investors with a unit trust mutual fund option for the equivalent corporate class option already available.
The new fund and new series (QFW and HW) are expected to be available on or about August 7, 2018.
Risk rating changes
In addition, changes to the risk ratings of the eight funds below were also announced today and will be reflected in the simplified prospectus of those funds. These changes result from compliance with the Canadian Securities Administrators' Risk Classification Methodology. No changes have been made to the investment objectives or strategies of the funds listed below.
| Fund name |
Category |
Current risk rating |
New risk rating |
| Dividend Class (GWLIM) |
Canadian Dividend & Income Equity |
Medium |
Low to Medium |
| Dividend Fund (GWLIM) |
Canadian Dividend & Income Equity |
Medium |
Low to Medium |
| Global Dividend Equity |
Global Equity |
Medium |
Low to Medium |
| Global Dividend Equity |
Global Equity |
Medium |
Low to Medium |
| Global Real Estate Fund |
Real Estate Equity |
Medium to High |
Medium |
| Moderate Folio Fund |
Canadian Fixed Income Balanced |
Low to Medium |
Low |
| U.S. International |
Global Small/Mid Cap Equity |
Medium to High |
Medium |
| U.S. Low Volatility Fund |
U.S. Equity |
Low to Medium |
Medium |
About Quadrus Investments Services Ltd.
Quadrus Investment Services Ltd. ("Quadrus") is one of the largest mutual fund dealers in Canada. Quadrus is a member of the Great-West Lifeco Inc. group of companies, which includes Great-West Life, London Life and Canada Life. Quadrus Group of Funds is distributed exclusively through Quadrus Investment Services Ltd.
About Quadrus Group of Funds
Quadrus Group of Funds is managed by Mackenzie Investments and distributed exclusively through Quadrus Investment Services. Mackenzie Investments distributes its investment services through multiple distribution channels to both retail and institutional investors. Mackenzie Investments is a member of the IGM Financial Inc. (TSX: IGM) group of companies.
About Mackenzie Investments
Mackenzie Investments was founded in 1967, and is a leading investment management firm providing investment advisory and related services. With $127.9 billion in assets under management as of May 31, 2018, Mackenzie Investments distributes its investment services through multiple distribution channels to both retail and institutional investors. Mackenzie Investments is a member of the IGM Financial Inc. (TSX: IGM) group of companies. IGM Financial is one of Canada's premier financial services companies with $157.7 billion in total assets under management as of May 31, 2018. For more information, visit mackenzieinvestments.com.
SOURCE Mackenzie Investments
Trish Tervit, Director, Communications and Media Relations, Mackenzie Investments, 416-967-2166, [email protected]
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