Mackenzie Diversified Alternatives Fund.pdf

fundprofile-diversified-alternatives-fund-f-04859-en.pdf
Preview of Mackenzie Diversified Alternatives Fund
🔗 Source: mackenzieinvestments.com
📊 Size: 526 KB
👤 Author: Transmission Media
⬇️ Downloads: 44

Summary

Mackenzie Diversified Alternatives Fund Series F has compound annualized returns of 0.1% for 1 month, 2.3% for 3 months, 2.3% year-to-date, 9.1% for 1 year, 7.3% for 2 years, 2.4% for 3 years, 6.5% for 5 years, and 4.2% since inception in October 2015. The fund's regional allocation includes 35% in Canadian equities, 10.4% in US equities, 29.9% in Canadian fixed income, and 5.9% in US fixed income. Sector allocation consists of 53.8% in fixed income, 39.7% in ETFs, and 5.4% in commodities. The fund has a low to medium risk tolerance and is designed to provide access to a diversified portfolio of non-traditional asset classes.

Description

Mackenzie Diversified Alternatives Fund Series F has compound annualized returns of 0.1% for 1 month, 2.3% for 3 months, 2.3% year-to-date, 9.1% for 1 year,...

Technical Information

  • File Format: PDF
  • File Size: 526 KB
  • Pages: 1
  • Language: EN
  • Author: Transmission Media
  • Total Downloads: 44
  • Last Updated: 1 week ago

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