How to Invest in Mackenzie Mutual Funds

With its corporate base in Canada, Mackenzie Financial Corporation offers its services directly throughout North America; internationally the company provides services through its partner firms. Mackenzie offers more than 100 mutual funds, managing in excess of $45 billion in assets. From alternative investment and global funds to Canadian and United States selections, Mackenzie offers an array of funds in which you can invest.

Difficulty: Moderately Easy

Instructions

Things You'll Need:

• Internet access
• Money to invest

The Mackenzie Mutual Fund Families

1. Understand that the Cundill family of funds seek to invest in companies that are solid, but not exceptional, at optimal prices. These funds use conservative value strategies to reach their objectives.

2. Know that the Ivy Funds family seeks to invest in more than just stocks; it seeks to purchase valuable companies. Designed with a focus on value and long-term growth approaches, these funds concentrate more on a business's worth than its market.

3. Get to know the Mackenzie Funds. These funds are focused on Canadian investments; equity and fixed income instruments are their primary focus.

4. Understand the Maxxum, Sentinel and Focus Funds. These funds focus on quality, concentrating on Canadian long-term investment solutions.

5. Recognize that the Mackenzie Star Portfolios are geared towards asset allocation. The Star program tailors investment fund portfolios to individual investors, according to their unique goals.

6. Realize that the Universal Funds family offers a selection of equity and fixed-income funds. These funds span many different parts of the world and represent an array of asset classes.

Choosing a Fund

7. Determine your investment objectives. Keep them in mind as you begin to research Mackenzie funds.

8. Visit MackenzieFinancial.com and use the "Quick Fund Finder" tool. This tool allows you to search for funds by asset class, fund family or fund name.

9. Click the "Prices & Performances" link to search for fund details by fund family or asset class. By doing so, you can learn the daily prices, price history, performance and distribution histories of the funds that interest you.

10. Download and review prospectuses of attractive Mackenzie mutual funds. Decide on funds in which you'd like to invest.

11. Download, print and mail a completed account application to begin investing or contact your financial adviser or broker to begin purchasing shares.

Tips & Warnings

• When you choose to invest through a qualified financial adviser, you get more than just expert financial guidance. Your financial adviser will also handle your investment paperwork for you, freeing you to concentrate on other things.