PURE.
PERFORMANCE.


We’re invested in performance. Every day, our dedicated Portfolio Managers strive to deliver the best possible risk adjusted returns across investment styles, asset classes, and geographies. 

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Mackenzie Global Equity Fund

Discovering global opportunities at scale

5-star Investment Options

as rated by Morningstar

5 'stars'

★★★★★

Mackenzie Emerging Markets Fund

5 'stars'

★★★★★

Mackenzie Global Dividend Fund

5 'stars'

★★★★★

Mackenzie Precious Metals Fund

5 'stars'

★★★★★

Mackenzie USD Global Strategic Income Fund

5 'stars'

★★★★★

Mackenzie US All Cap Growth Fund

5 'stars'

★★★★★

Mackenzie Strategic Income Fund

5 'stars'

★★★★★

Mackenzie Core Plus Canadian Fixed Income ETF

5 'stars'

★★★★★

Mackenzie China A-Shares CSI 300 Index ETF

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Additional Resources

Snapshot on Mackenzie Performance - Mackenzie 4 and 5 Star Solutions, Series F

Snapshot on Mackenzie Performance - Mackenzie 4 and 5 Star Solutions, Series A

Morningstar Star Ratings reflect performance of Series F as of March 31, 2024, and are subject to change monthly. The ratings are an objective, quantitative measure of a fund’s historical risk-adjusted performance relative to other funds in its category. Only funds with at least a three-year track record are considered. The overall star rating for a fund is a weighted combination calculated from a fund’s 3, 5, and 10-year returns, as available, measured against the 91-day treasury bill and peer group returns. A fund can only be rated if there are a sufficient number of funds in its peer group to allow comparison for at least three years. If a fund scores in the top 10% of its fund category, it gets 5 stars; if it falls in the next 22.5%, it receives 4 stars; a place in the middle 35% earns a fund 3 stars; those in the next 22.5% receive 2 stars; and the lowest 10% receive 1 star. For more details on the calculation of Morningstar Star Ratings, see www.morningstar.ca.

Mackenzie Global Equity Fund Series F, Global Equity category: 3 years – 5 stars (1427 funds), 5 years – 4 stars (1258 funds), 10 years – 3 stars (609 funds). Mackenzie Global Dividend Fund Series F, Global Equity category: 3 years - 4 stars (1427 funds), 5 years - 4 stars (1258 funds), 10 years - 5 stars (609 funds). Mackenzie US All Cap Growth Fund Series F, US Equity category: 3 years – 3 stars (1022 funds), 5 years – 5 stars (866 funds), 10 years – 5 stars (494 funds). Mackenzie Strategic Income Fund Series F, Canadian Neutral Balanced category: 3 years – 4 stars (345 funds), 5 years – 4 stars (324 funds), 10 years – 5 stars (545 funds).

Mackenzie USD Global Strategic Income Fund Series F, Global Neutral Balanced category: 3 years – 5 stars (1324 funds), 5 years – 5 stars (1194 funds), 10 years – n/a stars (633 funds). Mackenzie Precious Metals Fund Series F, Precious Metals Equity category: 3 years – 3 stars (59 funds), 5 years – 5 stars (58 funds), 10 years – 5 stars (44 funds).  Mackenzie Emerging Markets Fund Series F, Emerging Markets Equity category: 3 years – 4 stars (232 funds), 5 years – 5 stars (209 funds), 10 years – n/a stars (109 funds).  Mackenzie Core Plus Canadian Fixed Income ETF, Canadian Fixed Income category: 3 years – 4 stars (478 funds), 5 years – 5 stars (427 funds), 10 years – n/a stars (277 funds). Mackenzie International Equity Index ETF, International Equity category: 3 years – 5 stars (580 funds), 5 years – 5 stars (519 funds), 10 years – n/a stars (275 funds).