IMPORTANT - Please note that all four Mackenzie Destination+ Funds are closed for new purchases effective December 31, 2008.

Investment behaviour is highly complex: Buy this, sell that. I feel safer in GICs. Let’s invest in an India fund. Where does it all end? Surprisingly, there isn’t the same kind of complexity when it comes to financial goals. Most people want to save for a house, retire with financial security or perhaps send a child to postsecondary school. What if there were investments designed to help you reach your financial goals by a particular target date? And these investments automatically rebalance to reduce your volatility risk through the life of your investment. Welcome to Mackenzie Destination+ Funds.

Choose your destination

• Mackenzie Destination+ 2015 Fund
• Mackenzie Destination+ 2017 Fund
• Mackenzie Destination+ 2020 Fund
• Mackenzie Destination+ 2025 Fund

Investment highlights

• Funds invest in Destination Equity and Balanced Income Portfolios, which draw on some of the most experienced money management teams in Canada
• Automatic asset allocation strategy: Funds are rebalanced to reduce volatility risk as the maturity date (the “Destination Date”) approaches or as market conditions change by reducing equity exposure in the Funds
• Daily lock-in of investment gains: Capture highest daily NAV over the life of the Fund with a guaranteed maturity amount for those units that are held to the Destination Date
• Original investment is guaranteed if held to the Destination Date

Destination+ Funds Model Portfolios

The funds automatically adjust the asset mix to reduce volatility in the portfolio as the Destination Date approaches or as market conditions change. For example, Mackenzie Destination+ 2017 Fund will start with a higher allocation to Destination+ Equity Portfolios, gradually moving into Destination+ Balanced Income Portfolios and Destination+ Protected Portfolio as it moves closer to the Destination Date.