June 5 th, 2019
 

Changes to streamline and strengthen our product shelf

Mackenzie Investments has proposed the following fund mergers and fund investment objectives change. These changes are expected to take effect on or around August 16, 2019, subject to investor approval where applicable.

The mergers will occur on a tax-deferred basis, which means investors in these funds will not realize any capital gains or losses as a result of the mergers.
 
Terminating Fund   Continuing Fund
Mackenzie Canadian Balanced Fund* → Mackenzie Strategic Income Fund
Mackenzie US Strategic Income Fund* → Mackenzie Global Strategic Income Fund
Mackenzie US Dividend Registered Fund → Mackenzie US Dividend Fund

*Unitholders in this fund will need to approve this merger
 

Proposed Investment Objectives Change (unitholder approval required)
We are proposing to change the investment objectives of Mackenzie Canadian Resource Fund to allow the fund to take advantage of greater global investment opportunities. If this change is approved by unitholders, the fund's name will change to Mackenzie Global Resource Fund.

Key dates (subject to change and approval)
Here are key dates when advisors and their clients can expect more information.

  • Advisor mailing with impacted client list – week of June 3
  • Investor Notice mailing (Mackenzie US Dividend Registered Fund only) - week of June 10
  • Investor circular/proxy mailing for investors who hold Mackenzie Canadian Balanced Fund, Mackenzie US Strategic Income Fund and Mackenzie Canadian Resource Fund - week of June 17
  • Special meeting of investors of Mackenzie Canadian Balanced Fund, Mackenzie US Strategic Income Fund and Mackenzie Canadian Resource Fund - July 24
  • Effective date of mergers and investment objectives change – on or about August 16, if approved

For further information please contact your Dealer Relations Account Manager directly. You can also call us at 1-800-268-7119 or send an email to drelations@mackenzieinvestments.com.

Thank you for your continued support of Mackenzie Investments.

The Dealer Relations Team
 
 
 

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Mutual funds sponsored by Mackenzie Financial Corporation are only qualified for sale in the provinces and territories of Canada.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

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180 Queen Street West
Toronto, Ontario, M5V 3K1
1-888-653-7070
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