Democratising private equity through replication
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Mackenzie lance un nouveau FCP | Finance et Investissement
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IE Staff
Toronto-based Mackenzie Investments Inc. has added to its liquid alternative lineup with a new fund focused on private equity strategies.
The Mackenzie Private Equity Replication Fund offers retail investors access to the returns and volatility management typically associated with private equity buyouts.
“Private equity has historically exhibited less downside than traditional investments during periods of market stress and has outperformed public markets during challenging economic conditions,” said Michael Schnitman, senior vice-president and head of alternative investments, Mackenzie Investments, in a release.
The fund aims to outperform the Russell 2500 Index by investing primarily in U.S. small- and mid-cap stocks that are publicly traded and have similar characteristics to private equity investments, such as high-quality companies with elevated profitability and attractive valuations.
Staff
Toronto-based Mackenzie Investments Inc. has added to its liquid alternative lineup with a new fund focused on private equity strategies.
The Mackenzie Private Equity Replication Fund offers retail investors access to the returns and volatility management typically associated with private equity buyouts.
“Private equity has historically exhibited less downside than traditional investments during periods of market stress and has outperformed public markets during challenging economic conditions,” said Michael Schnitman, senior vice-president and head of alternative investments, Mackenzie Investments, in a release.
The fund aims to outperform the Russell 2500 Index by investing primarily in U.S. small- and mid-cap stocks that are publicly traded and have similar characteristics to private equity investments, such as high-quality companies with elevated profitability and attractive valuations.