Mackenzie Managed Account Statement recognized for excellence in investor
TORONTO, June 25 /CNW/ - Mackenzie Investments today announced it will
make its nationally recognized Managed Account Statement available to
investors with more than $25,000 invested in its Keystone Portfolio Funds.
Previously available only to investors in Mackenzie's Symmetry managed
portfolios and known as Symmetry Statements, the newly-named Managed Account
Statement provides a number of investor reporting enhancements, including
personalized rates of return, a front page market outlook and a clear summary
of account changes over the previous calendar quarter, while also alerting
investors to upcoming events and transactions such as the arrival of tax
slips, scheduled rebalancing and details of systematic plans.
"This enhancement to Keystone Portfolio Funds is an important step in
providing more integrated, client-centric investor reporting," said Eric
Grove, Vice President, Mackenzie Financial Services Inc. "Keystone Portfolio
investors will now more clearly see the benefits of a well diversified,
The Mackenzie Managed Account Statement was recently awarded second place
in a 2006 review of managed portfolio account statements conducted by DALBAR
Inc., a leading provider of research, ratings, and rankings to the financial
services industry. This is the second consecutive year the Mackenzie Managed
Account Statement received this recognition.
DALBAR evaluates managed portfolio statements based on ease of reading
and understanding, the inclusion of important content, and design features.
Keystone Portfolio funds offer instant diversification and access to top
investment managers, and now - industry-leading investor reporting.
Mackenzie Investments: Mackenzie Investments was founded in 1967, and is
a leading investment management firm providing investment advisory and related
services. With $65.0 billion in assets under management, Mackenzie Investments
distributes its services through a diversified network of third-party
financial advisors. Mackenzie Investments is a member of the IGM Financial
Inc. (TSX: IGM) group of companies. IGM Financial is one of Canada's premier
financial services companies with over $126 billion in total assets under
Sales commissions, trailing commissions, management fees and expenses all
may be associated with mutual fund investments. Please read the prospectus
before investing. Mutual funds are not guaranteed, their values change
frequently and past performance may not be repeated.
About DALBAR Inc.: DALBAR, Inc. is committed to raising the standards of
excellence in the financial services industry. Headquartered in Boston, with
additional offices in Toronto and London, DALBAR develops standards for, and
provides research, ratings, and rankings of intangible factors to the mutual
fund, broker/dealer, discount brokerage, life insurance, and banking
industries. Their method is to measure, compare and to communicate about
excellence where it is found. They include investor behavior, customer
satisfaction, service quality, communications, Internet services, and
For further information:
For further information: Catharine Marion or Mike Langdon, Environics
Communications, firstname.lastname@example.org or email@example.com, (416)
969-2809 or (416) 969-2820