Cundill Funds |
 The
Cundill Funds are managed with a conservative value approach. Cundill managers
don't look to buy great companies at decent prices, they look to buy decent
companies at great prices. This approach doesn't rely on market timing or
weight portfolios by industry or country sector. Cundill
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Ivy Funds |
 The
Ivy Funds are constructed with a bottom-up, value and growth style. The
Ivy managers look to buy businesses not stocks - meaning, they look at the
company dynamic ahead of the company's market. Ivy funds are particularly
suited to long-term investors.
Ivy
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Mackenzie Funds |
 The
Mackenzie Funds specialize in Canadian equity and fixed income investments.
Each fund is measured constantly and compared against the fund's mandate
and other established benchmarks. Mackenzie
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Maxxum Funds |
 The
Mackenzie Maxxum Fund Family is an investment in quality. It provides a
complete Canadian solution for long-term investors by providing a strong
foundation for any well-diversified portfolio. Maxxum
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Focus Funds |
 The
Focus Fund Family is an investment in quality. It provides a complete Canadian
solution for long-term investors by providing a strong foundation for any
well-diversified portfolio.
Focus
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Sentinel Funds |
 The
Sentinel Fund Family is an investment in quality. It provides a complete
Canadian solution for long-term investors by providing a strong foundation
for any well-diversified portfolio. Sentinel
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STAR Portfolios |
 STAR
is Mackenzie's strategic asset-allocation program. STAR assesses the objectives
of individual investors and pairs them with a tailored, optimized investment
portfolio of funds from a select group.
STAR
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Universal Funds |
 The
Universal Funds provide a wide variety of equity and fixed income funds
that cover the World's various geographic regions and a variety of asset
classes. This family includes several distinguished portfolio management
teams employed by Mackenzie to manage portfolios in their specialized regions
and areas of expertise. Universal
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Keystone Asset Allocation Models |
Keystone Asset Allocation Models are a strategic asset allocation service,
similar to STAR and offered by MRS. Keystone is designed to help both investor
and financial advisor determine the optimized allocation of investment dollars
among asset classes, using funds from Mackenzie and several other leading
Canadian fund companies.
Keystone
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Keystone Partner Funds and Capital Class |
Keystone partner Funds and Capital Class offer access to several top tier
funds from several other leading Canadian fund companies and international
money managers.
Keystone
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Keystone Portfolio Funds |
Based on the popular concept of strategic asset allocation, Keystone combines
some of the best professionally managed funds into a one-stop investment decision.
Mercer Investment Consulting acts as consultant to Mackenzie with respect
to Keystone, focusing on asset allocation, questionnaire design, asset mix
profiling, manager review and selection. All final decisions are made
by Mackenzie.
Keystone
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