Mackenzie to launch funds with SRI and China mandates

Rudy Luukko 10 October, 2017 | 5:00PM

Mackenzie Investments announced today it is expanding its mutual-fund family with two new socially responsible investing (SRI) balanced funds, and one equity fund investing in China. All three funds will be available for purchase on Oct. 16, the company said in a release.

The most broadly based new fund is Mackenzie Global Sustainability and Impact Balanced. Rockefeller & Co. has been hired to manage equities. The New York-based company employs environmental, social and governance (ESG) criteria alongside a fundamental, sector-based analysis of a company's financials.

The fixed-income assets will be managed internally by Mackenzie, which has incorporated ESG factors into its global fixed-income analysis. Along with fundamental analysis, the Rockefeller and Mackenzie managers will seek to emphasize "best in class" issuers in terms of (ESG) practices.

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About Author

Rudy Luukko

Rudy Luukko  Rudy Luukko is a freelance writer who contributes to Morningstar.ca on topics involving fund industry trends and regulatory issues. He retired in May 2018 from his position as editor, investment and personal finance, at Morningstar Canada, where he had worked since 2004. He has also worked as an editor and writer for various general, specialty and institutional media, and he has co-authored courses for the Canadian Securities Institute. Follow Rudy on Twitter: @RudyLuukko.

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