Award-winning fund

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The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.

Mackenzie Greenchip Global Environmental All Cap Fund (Series PWX) was awarded the Refinitiv Lipper Fund Awards Canada 2022 Winner for Best Global Small/Mid Cap Fund Over Three Years, out of 31 funds. Performance for the fund for the period ended September 30, 2022, is as follows: -11.0% (1 year), 19.9% (3 years) and 19.2% (since inception on October 17, 2018).

Refinitiv Lipper Fund Awards, ©2022 Refinitiv. All rights reserved. Used under license.

FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.

Mackenzie Greenchip Global Environmental All Cap Fund Series A was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Global Small/Mid Cap Equity category out of a total of 132funds. Performance for the fund for the period ended December 31, 2023 is as follows: 2.2% (1 year), 2.5% (3 years), 15.5% (5 years) and 14.9% (since inception- October 2018).