Mackenzie All-Equity Allocation ETF · TSX:MEQT
Mackenzie All-Equity Allocation ETF — Mackenzie Investments — Investor Presentation (October 2023)
30 slides from Mackenzie All-Equity Allocation ETF's investor presentation, October 2023
Slide 1: Mackenzie FuturePath Portfolios and Monthly Income Portfolios
Mackenzie FuturePath Portfolios Mackenzie FuturePath Monthly Income Portfolios Nelson Arruda, MFin, MSc, CFA Byron Monaghan, CFA, CAIA, CIPM Paul Taylor, MBA, CFA Senior Vice President, Assistant Vice President, Vice President, Portfolio Manager, Investment Director, Portfolio Manager, Multi-Asset S
Slide 2: Multi-Asset Strategies Team
Multi-Asset Strategies Team 19 Members 35 Total years of institutional asset allocation experience* Nelson Arruda 15 Average years of industry experience* MFin, MSc, CFA Portfolio Manager | Senior Vice President | Head of Mackenzie Multi-Asset Strategies Team | Industry start: 2009 Portfolio Manager
Slide 3: Why managed solutions?
Why managed solutions? FOR ADVISOR USE ONLY
Slide 4: How much time do you spend on portfolio management?
How much time do you spend on portfolio management*? 4500 Advisors in study Time spent on portfolio management by 37% investment management focused advisors 2% Time spent on portfolio management by advisors that outsourced investment management What would you do with more time? * Portfolio managemen
Slide 5: Mackenzie managed solutions: one ticket portfolios
Mackenzie managed solutions: one ticket portfolios Thinks Sources Oversees Actively rebalances Reports About how to build an The best way to get Investments, risk By adjusting allocations To keep you updated. integrated portfolio that exposure across asset management and as required to maintain seek
Slide 6: Two solutions for different investment goals
Two solutions for different investment goals Mackenzie Mackenzie FuturePath FuturePath Monthly Portfolios Income Portfolios Growth oriented Lower risk highly diversified income focused FOR ADVISOR USE ONLY | 6
Slide 7: Mackenzie FuturePath Portfolios
Mackenzie FuturePath Portfolios FOR ADVISOR USE ONLY FOR ADVISOR USE ONLY | 7
Slide 8: Why Mackenzie FuturePath Portfolios?
Why Mackenzie FuturePath Portfolios? Growth oriented solution to help clients build wealth Globally invested across all major asset classes to help smooth your clients’ investment ride over time Active management to adjust to evolving markets and help keep your clients’ investment on track FOR ADVIS
Slide 9: Five Mackenzie FuturePath Portfolios to fulfill investors' different needs
Five Mackenzie FuturePath Portfolios to fulfill investors’ different needs Mackenzie Return potential FuturePath Global Mackenzie Equity Portfolio Mackenzie FuturePath Global FuturePath Equity Balanced Canadian Fixed Portfolio Income Portfolio Mackenzie FuturePath Global Neutral Balanced Portfolio F
Slide 10: Mackenzie FuturePath total portfolio approach
Mackenzie FuturePath total portfolio approach Uses additional levers to add value Strategic asset allocation Tactical asset allocation Currency management Attempts to build the best Portfolio weights are tactically Holistic and integrated total performing portfolio without tilted to take advantage o
Slide 11: Tactical short-term positioning in 2023
Tactical short-term positioning in 2023 REQUIRES UPDATE FuturePath Tactical Positioning in 2023 (average tactical position across portfolios) As of September 2023. FOR ADVISOR USE ONLY | 11
Slide 12: Diversification with Mackenzie FuturePath Portfolios
Diversification with Mackenzie FuturePath Portfolios Sample investment universe Canadian Government Mortgage Backed Canadian Stocks Growth Stocks Bonds Securities Different asset classes perform differently from year to year. A well Global Government US Stocks Value Stocks Emerging Markets Debt Bond
Slide 13: FuturePath and Symmetry Portfolios performance
FuturePath and Symmetry Portfolios performance Mackenzie FuturePath - Series PH Returns % % of Peers Beaten Mackenzie - Series F YTD 1yr 3yr 5yr 10yr YTD 1yr 3yr 5yr 10yr Mack FuturePath Cdn Fxd Inc Port -1.5 -0.1 -- -- -- 51 82 -- -- -- Symmetry Fixed Income Portfolio -1.5 -0.1 -4.9 -0.1 1.4 51 8
Slide 14: Mackenzie FuturePath Monthly Income Portfolios
Mackenzie FuturePath Monthly Income Portfolios FOR ADVISOR USE ONLY FOR ADVISOR USE ONLY | 14
Slide 15: Canada's population is aging at a rapid rate
Canada’s population is aging at a rapid rate Population aged 0 to 14 years and 65 years and older, 1998 to 2018 (estimates) and 2019 to 2038 (projections), Canada 11 0 to 14 years old 8 million Canadians will 10 be over 65 by 2026 $5.45T 65 years and older Number: (millions) 9 8 $3.2T 7 6 5 Now 2030
Slide 16: New risks retirees face
New risks retirees face 1 Inflation and market (capital) 2 Sequence of returns (timing) 3 Longevity (outlasting) FOR ADVISOR USE ONLY | 16
Slide 17: Three Mackenzie FuturePath Monthly Income Portfolios
Three Mackenzie FuturePath Monthly Income Portfolios to fulfill investors’ different needs Growth Portfolio -For investors who seek asset Higher growth with predictable cash flow. Balanced Portfolio -For investors who seek monthly income and some long-term growth with less downside. 15% 85% Conserva
Slide 18: Mackenzie FuturePath Monthly Income Portfolios key benefits
Mackenzie FuturePath Monthly Income Portfolios For investors seeking globally diversified portfolios specifically designed to provide income, long-term growth, and downside protection potential. KEY BENEFITS Income focus built into portfolio Helps to protect your money construction with a 5% fixed r
Slide 19: Since '57, market crashes have occurred every 6 years, on average
Since ’57, market crashes have occurred every 6 years, on average Max drawdowns from previous market crashes (-20% or more) 1957 1962 1966 1970 1974 1982 1987 2003 2009 2020 2022 • Since the 1950s, market crashes happened every -20% 6 years on average -21% -24% -27% -26% -30% -29% -34% • It takes an
Slide 20: Several market corrections since inception of the Monthly Income Portfolios
Several market corrections since inception of the Mackenzie Monthly Income Portfolios S&P 500 Total Return (USD) -24% -33% -19% -13% 2015-Jan 2016-Jan 2017-Jan 2018-Jan 2019-Jan 2020-Jan 2021-Jan 2022-Jan 2023-Jan Source: Morningstar, as of October 31, 2022 FOR ADVISOR USE ONLY | 20 20
Slide 21: Substantially less drawdown during extreme market stress
Substantially less drawdown during extreme market stress S&P 500 Total Return (USD) 2016 2018 COVID 2022 (Dec 30, 2015 – Feb 11, 2016) (Sep 24 – Dec 24, 2018) (Feb 19 – Mar 23, 2020) (Jan 1 – Oct 12, 2022) -1.9 -7.2 -7.5 -6.0 95 -9.7 82 -11.0 Return (%) -13.0 98 -15.6 93 -19.3 -19.3 -24.0 -33.5 S&P
Slide 22: FuturePath Monthly Income Portfolios performance
FuturePath Monthly Income Portfolios performance Trailing performance, as of September 30, 2023 Returns1 Max Std dev Drawdo Series F (5Yr) 3mo YTD 1yr 3yr 5yr SI2 wn Mackenzie FuturePath Mly Inc Cnsrv PtfPH -1.7 1.4 4.4 - - 2.7 - - Mackenzie Mthly Inc Cnsrv Port F -1.8 1.3 4.3 0.2 2.0 2.6 5.2 -11.7
Slide 23: Delivering yield above category
Delivering yield above category FuturePath Category FuturePath Category FuturePath Category Monthly Median Monthly Median Monthly Median Income Income Income Conservative Balanced Growth Source: Mackenzie Investments ; Morningstar Direct, as of September 30 FOR ADVISOR USE ONLY | 23
Slide 24: Timing the market is tough
Timing the market is tough Highlighting the importance of staying invested Growth of $10,000 – S&P 500 Index $50,000 Invested another $10,000 in the S&P 500 on March 31, 2009 $46,776 (Market low – Mar 2009) Stayed invested in the S&P 500 $40,000 Removed from market and invested in a GIC $30,000 $20,
Slide 25: Appendix
Appendix FOR ADVISOR USE ONLY FOR ADVISOR USE ONLY | 25
Slide 26: Mackenzie FuturePath Portfolios top holdings
Mackenzie FuturePath Portfolios Top 10 Holdings Fixed Income Equity Alternative Strategies Mackenzie Mackenzie Mackenzie Mackenzie Mackenzie FuturePath FuturePath FuturePath FuturePath FuturePath Canadian Fixed Global Fixed Income Global Neutral Global Equity Global Equity Fund Income Portfolio Bala
Slide 27: Underlying mutual fund information
Mackenzie FuturePath Portfolios Underlying mutual fund information Fixed Income Equity Alternative Strategies Pool/Fund Name Investment Managers fi Mackenzie Canadian Bond Fund Mackenzie Fixed Income fi Mackenzie FuturePath Canadian Core Addenda fi Mackenzie North American Corporate Bond Fund Macken
Slide 28: Holdings
Holdings Mackenzie FuturePath Mackenzie FuturePath Mackenzie FuturePath Monthly Income Monthly Income Balanced Monthly Income Growth Conservative Portfolio Portfolio Portfolio Mackenzie Global Equity Income Fund 33.4% 56.4% 86.5% Mackenzie Unconstrained Fixed Income Fund 33.2% 21.8% 6.8% Mackenzie C
Slide 29: Disclaimer
Disclaimer FOR ADVISOR USE ONLY. No portion of this communication may be reproduced or distributed to the public as it does not comply with investor sales communication rules. Mackenzie disclaims any responsibility for any advisor sharing this with investors. Commissions, trailing commissions, manag
Slide 30: Disclaimer
Disclaimer This document may contain forward-looking information which reflect our or third-party current expectations or forecasts of future events. Forward-looking information is inherently subject to, among other things, risks, uncertainties and assumptions that could cause actual results to diff
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