Please be advised that effective March 18, 2025, the risk rating of the following fund was increased by Mackenzie Investments (“MFC”):
| Fund Name | Previous Risk Rating | New Risk Rating |
| Mackenzie Income Fund | Low | Low to Moderate |
This change has been reflected on the Fund Fact document available on Univeris. The risk rating change at the product level will be updated in Univeris as of Friday, March 21, 2025.
For more detailed information, please click here to read Mackenzie’s fund notice.
As a reminder, Representatives are expected to review impacted products in their clients’ portfolios upon a risk rating change and re-complete their KYP due diligence process as a risk rating change constitutes a material change to the product. Representatives are also expected to work to resolve suitability concerns within a 3-month period. For a list of your impacted clients, please reach out to your Compliance Officer once the changes have been made in Univeris.
Should you have any questions, please contact our Client Services Department, by email at investia@investia.ca, by phone at 1-888-684-5548 or use the chatbot feature available on the Advisor Centre.