Mackenzie Financial Corporation offers investment management services to Canadian mutual funds, separately managed accounts, a private fund, and a closed-end fund. Mackenzie tailors its services to the individual needs of separately managed accounts, while mutual funds are managed according to their specific objectives and restrictions. Mackenzie collaborates with its affiliates in providing these services.
Fee Structure
Mackenzie Financial's fees for investment advisory services can include:
- Management fees, expressed as a percentage of the value of your portfolio.
- Incentive allocations or performance fees, calculated as a percentage of your portfolio's net capital appreciation.
- A combination of the above.
Fees for separately managed accounts are negotiated individually. Fees can vary depending on the type of client or advisory arrangement and can change over time. Similar clients' fees could differ as a result of the inception dates of their respective advisory relationships with Mackenzie.