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Mackenzie Investments announces proposed fund mergers

Mackenzie Investments ("Mackenzie") today announced the following six proposed fund mergers as part of its ongoing efforts to...

CanadianSMEPublished August 7, 2026 · 1 min read
Mackenzie Investments announces proposed fund mergers

Mackenzie Investments (“Mackenzie”) today announced the following six proposed fund mergers as part of its ongoing efforts to streamline its product shelf.

The proposed mergers will be completed on a tax-deferred basis.

Mergers requiring investor approval:

A table listing four existing Mackenzie funds and their corresponding funds to be merged into, with fund names under two headers: Existing Fund and To be merged into..

Investors of record as of September 16, 2026 for the four mergers requiring a vote will receive a notice prior to a special meeting of investors to be held on or about November 4, 2026. If approved, the mergers are expected to be executed on or about November 13, 2026.

Mergers not requiring investor approval:

No investor action is required for these two mergers. Investors will receive at least 60 days’ notice with details regarding the mergers, which are expected to occur on or about November 13, 2026.


About Mackenzie Investments

Mackenzie Investments (“Mackenzie”) is a Canadian investment management firm with approximately $268 billion in assets under management as of June 30, 2026. 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. (TSX: IGM), part of the Power Corporation group of companies and one of Canada’s leading diversified wealth and asset management organizations with approximately $343 billion in total assets under management and advisement as of June 30, 2026. For more information, visit mackenzieinvestments.com.

Source : Mackenzie Financial Corporation

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