Your Partner in Performance

In volatile markets, it’s more important than ever to help your clients stay invested. Our managers have the experience and disciplined investment process to keep your clients moving towards their long-term goals.


Performance is about meeting your clients’ objectives, whatever they may be. Through our 16 investment boutiques and value-added services, Mackenzie can help you deliver better client outcomes, regardless of market conditions.

Learn more about some of our five-star investment solutions below, or click here to explore all of our boutiques.


Meet our Managers

5-Star Investment Options

Mackenzie All China Equity Fund

★★★★★

5 'stars'

Mackenzie Ivy Global Balanced Fund

★★★★★

5 'stars'

Mackenzie Monthly Income Conservative Portfolio

★★★★★

5 'stars'

Mackenzie Strategic Bond Fund

★★★★★

5 'stars'

Mackenzie Strategic Income Fund

★★★★★

5 'stars'

Mackenzie Unconstrained Fixed Income Fund

★★★★★

5 'stars'

Mackenzie U.S. All Cap Growth Fund

★★★★★

5 'stars'

Symmetry Conservative Portfolio

★★★★★

5 'stars'

Mackenzie Canadian Growth Balanced Fund

★★★★★

5 'stars'

Mackenzie Canadian Growth Fund

★★★★★

5 'stars'

Mackenzie Global Strategic Income Fund

★★★★★

5 'stars'

Mackenzie Income Fund

★★★★★

5 'stars'

Mackenzie Core Plus Canadian Fixed Income ETF

★★★★★

5 'stars'

Mackenzie Maximum Diversification Canada Index ETF

★★★★★

5 'stars'

Award-winning Investment Management

Mackenzie Canadian Growth Balanced Fund (Series A)

Winner of the 2019 Lipper Fund Award from Refinitiv for best 3-year and 5-year performance in the Canadian Equity Balanced classification.


Value-Added Solutions for High-Performing Advisors

 

Delivering value to investors is about more than high-performing product – it’s about delivering the right outcomes for clients, regardless of their needs. Mackenzie has the consultative service and solutions you need to give clients confidence in their financial lives. 

Explore our value-added services or contact your wholesaler.


Additional Resources

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

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

Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns as of December 31, 2020 including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution, or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Morningstar Star Ratings reflect performance of Series F as of December 31, 2020 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. The CIFSC categories, Star Ratings, number of funds in each category, and annual compounded performance for the standard periods are: Mackenzie All China Equity Fund Series F, Greater China Equity category: 1 year - 5 stars 60.5%, 3 years - 5 stars (67 funds) 21.2%. Mackenzie Canadian Growth Balanced Fund Series F, Canadian Equity Balanced category: 1 year - 5 stars 11.4%, 3 years - 5 stars (377 funds) 9.3%, 5 years - 5 stars (292 funds) 9.4%, 10 years - 5 stars (159 funds) 9.5%. Mackenzie Canadian Growth Fund Series F, Canadian Focused Equity category: 1 year - 5 stars 12.4%, 3 years - 5 stars (596 funds) 11.0%, 5 years - 5 stars (457 funds) 11.8%, 10 years - 5 stars (215 funds) 12.0%. Mackenzie Global Strategic Income Fund Series F, Global Neutral Balanced category: 1 year - 5 stars 11.2%, 3 years - 4 stars (1352 funds) 7.9%, 5 years - 4 stars (1018 funds) 7.3%, 10 years - 5 stars (402 funds) 8.1%. Mackenzie Income Fund Series F, Canadian Fixed Income Balanced category: 1 year - 5 stars 8.1%, 3 years - 5 stars (492 funds) 6.0%, 5 years - 5 stars (397 funds) 6.0%, 10 years - 5 stars (200 funds) 5.8%. Mackenzie Ivy Global Balanced Fund Series F, Global Equity Balanced category: 1 year - 5 stars 11.4%, 3 years - 4 stars (1012 funds) 8.0%, 5 years - 4 stars (780 funds) 7.2%, 10 years - 5 stars (315 funds) 9.4%. Mackenzie Monthly Income Conservative Portfolio Series F, Global Fixed Income Balanced category: 1 year - 5 stars 5.7%, 3 years - 4 stars (627 funds) 4.8%, 5 years - 5 stars (397 funds) 5.5%. Mackenzie Strategic Bond Fund Series F, Canadian Fixed Income category: 1 year - 5 stars 9.3%, 3 years - 4 stars (446 funds) 5.5%, 5 years - 5 stars (355 funds) 4.6%. Mackenzie Strategic Income Fund Series F, Canadian Neutral Balanced category: 1 year - 5 stars 6.3%, 3 years - 4 stars (555 funds) 5.9%, 5 years - 5 stars (464 funds) 7.7%, 10 years - 5 stars (183 funds) 6.9%. Mackenzie Unconstrained Fixed Income Fund Series F, High Yield Fixed Income category: 1 year - 5 stars 5.6%, 3 years - 4 stars (416 funds) 4.1%, 5 years - 5 stars (302 funds) 6.2%. Mackenzie U.S. All Cap Growth Fund Series F, U.S. Equity category: 1 year - 5 stars 35.0%, 3 years - 5 stars (1341 funds) 24.9%, 5 years - 5 stars (924 funds) 19.6%, 10 years - 5 stars (345 funds) 18.9%. Symmetry Conservative Portfolio Series F, Canadian Fixed Income Balanced category: 1 year - 5 stars 8.5%, 3 years - 4 stars (492 funds) 5.1%, 5 years - 4 stars (397 funds) 5.4%, 10 years - 5 stars (200 funds) 5.6%. Mackenzie Core Plus Canadian Fixed Income ETF Series F, Canadian Fixed Income category: 1 year - 5 stars 10.6%, 3 years - 5 stars (446 funds) 6.2%. Mackenzie Maximum Diversification Canada Index ETF Series F, Canadian Equity category: 1 year - 4 stars 5.6%, 3 years - 4 stars (591 funds) 6.5%.

The 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 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 Lipper Fund Award. For more information, see lipperfundawards.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.

Mackenzie Canadian Growth Balanced Fund (Series A) was awarded the 2019 Lipper Fund Awards from Refinitiv Trophy for best three-year performance in the Canadian Equity Balanced category for the period ended July 31, 2019, out of a total of 53 funds and the 2019 Lipper Fund Awards from Refinitiv Certificate for best five-year performance in the Canadian Equity Balanced category for the period ended July 31, 2019, out of a total of 48 funds. Performance for the fund for the period ended September 30, 2019 is as follows: 6.0% (1 year), 7.4% (3 years), 8.8% (5 years), 7.8% (10 years) and 6.8% (since inception) in November 1996.

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 Canadian Growth Balanced Fund Series A was recognized for outstanding fund performance at the 2020 Fundata FundGrade A+ Awards in the Canadian Equity Balanced category out of a total of 284 funds. Performance for the fund for the period ended December 31, 2020 is as follows: 9.9% (1 year), 7.8% (3 years), 8.0% (5 years), 8.2 % (10 years) and 7.0% (since inception- November, 1996).

Mackenzie Income Fund Series A was recognized for outstanding fund performance at the 2020 Fundata FundGrade A+ Awards in the Canadian Fixed Income Balanced category out of a total of 365 funds. Performance for the fund for the period ended December 31, 2020 is as follows: 5.4% (1 year), 4.4% (3 years), 4.8% (5 years), 4.9% (10 years) and7.9 % (since inception- September 1974).

Mackenzie Canadian Growth Fund Series A was recognized for outstanding fund performance at the 2020 Fundata FundGrade A+ Awards in the Canadian Focused Equity category out of a total of 421 funds. Performance for the fund for the period ended December 31, 2020 is as follows: 10.8% (1 year), 9.5% (3 years), 10.3% (5 years), 10.7% (10 years) and 9.9% (since inception- January 1976).

Mackenzie All China Equity Fund Series A was recognized for outstanding fund performance at the 2020 Fundata FundGrade A+ Awards in the Greater China Equity category out of a total of 43 funds. Performance for the fund for the period ended December 31, 2020 is as follows: 58.1% (1 year), 19.5% (3 years), and 21.0% (since inception- October 2017).

Mackenzie U.S. All Cap Growth Fund Series A was recognized for outstanding fund performance at the 2020 Fundata FundGrade A+ Awards in the U.S. Equity category out of a total of 888 funds. Performance for the fund for the period ended December 31, 2020 is as follows: 33.0% (1 year), 23.1% (3 years), 18.0% (5 years), 17.5% (10 years) and 10.3% (since inception- January 1995).

Mackenzie Maximum Diversification Canada Index ETF (MKC) was recognized for outstanding fund performance at the 2020 Fundata FundGrade A+ Awards in the Canadian Equity category out of a total of 418 funds. Performance for the fund for the period ended December 31, 2020 is as follows: 5.6% (1 year), 6.5% (3 years) and 7.7% (since inception- June 2016).

Mackenzie Core Plus Canadian Fixed Income ETF (MKB) was recognized for outstanding fund performance at the 2020 Fundata FundGrade A+ Awards in the Canadian Fixed Income category out of a total of 315 funds. Performance for the fund for the period ended December 31, 2020 is as follows: 10.6% (1 year), 6.2% (3 years) and 5.0% (since inception- April 2016).

Mackenzie Global High Yield Fixed Income ETF (MHYB) was recognized for outstanding fund performance at the 2020 Fundata FundGrade A+ Awards in the High Yield Fixed Income category out of a total of 254 funds. Performance for the fund for the period ended December 31, 2020 is as follows: 7.6% (1 year), 5.7% (3 years) and 5.3% (since inception- April 2017).

Mackenzie US Investment Grade Corporate Bond Index ETF (CAD-Hedged) (QUIG) was recognized for outstanding fund performance at the 2020 Fundata FundGrade A+ Awards in the Global Corporate Fixed Income category out of a total of 42 funds. Performance for the fund for the period ended December 31, 2020 is as follows: 9.0% (1 year), and 6.7% (since inception- January 2018).