Mackenzie Investments New Funds - International All Cap Equity & US Value

Mackenzie Investments Announces Launch of Two New Mutual Funds – Diversification Across Geographies and Sectors

TORONTO, May 21, 2025 /CNW/ – Mackenzie Investments ("Mackenzie") today announced the launch of two new mutual funds, the Mackenzie International All Cap Equity Fund and the Mackenzie US Value Fund (each a "Fund" and together, the "Funds"). These innovative funds are designed to provide investors with enhanced portfolio diversification by offering access to compelling investment opportunities across a wide range of global markets and sectors. Mackenzie’s strategy centers around providing investors with the tools and expertise needed to navigate today’s dynamic investment landscape and achieve their long-term financial goals. The Funds represent a significant addition to Mackenzie’s comprehensive suite of investment solutions, catering to a diverse range of investor needs and risk appetites.

Mackenzie International All Cap Equity Fund: Global Diversification with Regional Expertise

The Mackenzie International All Cap Equity Fund is a carefully constructed investment vehicle aimed at delivering true international equity exposure and diversification. Managed by Mackenzie’s experienced teams specializing in Europe and Asia, this fund employs a core approach focused on capturing return potential from markets worldwide. The fund’s nimble strategy allows the investment teams to adapt to market fluctuations and proactively uncover alpha opportunities as they emerge. This approach leverages the regional expertise of Mackenzie’s investment boutiques, providing investors with access to high-conviction investment ideas across the entire market cap spectrum. The fund’s strategic focus on global diversification makes it a valuable addition to any portfolio seeking to mitigate risk and capitalize on growth opportunities beyond North American markets. Investors seeking a truly global investment experience will find the Mackenzie International All Cap Equity Fund to be a compelling choice. The fund’s disciplined approach, combined with the deep market knowledge of its management team, positions it for sustained performance in a constantly evolving global economy. This fund is a great option for investors looking to diversify their portfolios outside of North America , said Kristi Ashcroft , Executive Vice President, Products & Solutions, Mackenzie Investments. "The Fund leverages a fundamental approach that is centered around the regional expertise of Mackenzie’s investment boutiques in Europe and Asia , and aims to give investors access to the high conviction investment ideas across the market cap spectrum."

Mackenzie US Value Fund: Uncovering Undervalued Opportunities in the U.S.

The Mackenzie US Value Fund, sub-advised by Putnam Investments, is designed to invest in undervalued U.S. companies across diverse sectors. These companies are characterized by robust cash flows, resilient business models, and substantial growth potential. The investment paradigm that has dominated the last several years may be shifting, and against that backdrop, investors may be looking to diversify from mandates focused on growth stocks. Backed by a team with decades of value-investing experience, the Fund will offer a concentrated portfolio that seeks high risk-adjusted returns through a focus on stock selection and disciplined risk management. This fund provides investors with the opportunity to benefit from the long-term strength of the U.S. economy while capitalizing on opportunities often overlooked by broader market indices. The team's disciplined approach and focus on fundamental value principles are expected to drive strong performance over the long term. Ms. Ashcroft concluded, "The investment paradigm that has dominated the last several years may be shifting, and against that backdrop, investors may be looking to diversify from mandates focused on growth stocks."

Key Features of the Funds:

About Mackenzie Investments

Mackenzie Investments ("Mackenzie") is a Canadian investment management firm with approximately $213 billion in assets under management as of April 30, 2025. Mackenzie seeks to create a more invested world by delivering strong investment performance and offering innovative portfolio solutions and related services to more than one million retail and institutional clients through multiple distribution channels. Founded in 1967, it is a global asset manager with offices across Canada as well as in Beijing , Boston , Dublin , Hong Kong and London . Mackenzie is a member of IGM Financial Inc. IGM , part of the Power Corporation group of companies and one of Canada’s leading diversified wealth and asset management organizations with approximately $269 billion in total assets under management and advisement as of April 30, 2025 . For more information, visit mackenzieinvestments.com .