Mackenzie Investments Announces Changes to Select Mutual Funds and ETFs
Mackenzie Investments has announced a series of management and strategy changes across its product lineup to improve investor outcomes and leverage quantitative expertise.
Mackenzie Investments announced a series of comprehensive changes to its mutual funds and exchange-traded funds (ETFs) on May 12, 2026. These updates involve modifications to portfolio managers, investment strategies, and the names of select funds. According to the firm, the changes are part of an ongoing effort to enhance its product shelf for both individual investors and financial advisors.[1][2]
A primary focus of the reorganization is the reassignment of specific mandates to teams with demonstrated expertise in quantitative and systematic investing. As part of this shift, Mackenzie is transitioning its U.S. Growth mandates to the Mackenzie Global Quantitative Equity team. Additionally, the Betterworld mandates have been moved under the management of the Mackenzie Multi-Asset Strategies team to better align with their systematic approach.[1][2]
Beyond the team reassignments, the firm has also implemented portfolio management changes across its North American Equity mandates. These strategic adjustments are designed to drive investment excellence and provide more consistent outcomes for investors. All announced changes took effect on May 12, 2026, as the company seeks to utilize teams with demonstrated quantitative and systematic expertise to improve its overall product lineup.[1][2]
