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FUND FACTS Mackenzie Financial Corporation Mackenzie Diversified Alternatives Fund Series September 29, 2016This document contains key information you should know about Mackenzie Diversified Alternatives

How to fill out mackenzie diversified alternatives fund

How to fill out Mackenzie Diversified Alternatives Fund:

1. Start by gathering all the necessary documents and information. This may include your personal identification information, financial statements, and any relevant investment information.
2. Carefully review the fund's prospectus and other available literature to understand the fund's investment objectives, risk profile, and fees. This will help you make an informed decision before investing.
3. Contact a financial advisor, if necessary, to discuss your investment goals and determine if the Mackenzie Diversified Alternatives Fund aligns with your financial needs and risk tolerance.
4. Once you have made the decision to invest in the Mackenzie Diversified Alternatives Fund, you can fill out the application form. This can typically be done online or by requesting a physical application form from the fund provider.
5. Provide the required personal information, such as your name, address, social security number, and date of birth. This information is necessary for regulatory and identification purposes.
6. Indicate the investment amount you wish to allocate to the Mackenzie Diversified Alternatives Fund. This can be a lump sum investment or recurring contributions, depending on your preferences and the fund's options.
7. Consider designating a beneficiary for the investment, in case something happens to you. This ensures that your investment will be passed on to your chosen individual or entity.
8. Review the fund's terms and conditions, including any specific instructions or requirements for filling out the application form. This will help ensure accuracy and avoid any delays in processing your investment.
9. Sign and date the application form, confirming that all information provided is accurate and that you agree to the terms and conditions of the fund.
10. Submit the completed application form along with any required supporting documents, such as identification or proof of address, as requested by the fund provider.

Who needs Mackenzie Diversified Alternatives Fund:

1. Individuals looking to diversify their investment portfolios: The Mackenzie Diversified Alternatives Fund offers exposure to a range of alternative investment strategies, such as hedge funds, private equity, and real estate investment trusts (REITs). This can be attractive to investors looking to diversify their portfolio beyond traditional asset classes like stocks and bonds.
2. Investors seeking potentially higher returns: The fund's alternative investment strategies have the potential to generate higher returns compared to traditional investments. However, it is important to note that with potentially higher returns comes higher risks, so investors should carefully consider their risk tolerance and investment goals before investing.
3. Those interested in professional management: The Mackenzie Diversified Alternatives Fund is managed by investment professionals with expertise in alternative investments. Investors who prefer to have their portfolios managed by professionals may find this fund appealing.
4. Individuals looking for downside protection: The fund aims to provide downside protection during market downturns by using alternative investment strategies that can potentially perform well in different market conditions. This can be attractive to investors seeking some level of protection against market volatility.
5. Accredited and institutional investors: The Mackenzie Diversified Alternatives Fund is open to accredited and institutional investors who meet certain eligibility criteria. These investors may have specific investment needs and may find the fund suitable for their investment objectives.

Overall, the Mackenzie Diversified Alternatives Fund can be suitable for a range of investors based on their investment goals, risk tolerance, and investment preferences. It is important to carefully evaluate the fund's prospectus and consult with a financial advisor before making any investment decisions.

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What is mackenzie diversified alternatives fund?

The Mackenzie Diversified Alternatives Fund is a mutual fund that aims to provide investors with diversification across various alternative asset classes.

Who is required to file mackenzie diversified alternatives fund?

Investment managers or financial institutions managing the Mackenzie Diversified Alternatives Fund are required to file relevant documentation.

How to fill out mackenzie diversified alternatives fund?

To fill out the Mackenzie Diversified Alternatives Fund, investment managers need to provide detailed information about the fund's holdings, performance, and strategies.

What is the purpose of mackenzie diversified alternatives fund?

The purpose of the Mackenzie Diversified Alternatives Fund is to offer investors exposure to alternative asset classes and provide diversification benefits.

What information must be reported on mackenzie diversified alternatives fund?

Information such as fund holdings, performance metrics, risk factors, and investment strategies must be reported on the Mackenzie Diversified Alternatives Fund.