Passive Foreign Investment Company Statements

Mackenzie Investments is pleased to provide Passive Foreign Investment Company (PFIC) annual information statements to unitholders of Mackenzie exchange traded funds (ETFs) who are considered U.S. Persons for U.S. tax purposes. We strongly recommend you consult with a U.S. tax professional with regard to U.S. tax rules around PFIC and implications of PFIC reporting to you.
For unitholders of Mackenzie funds (excluding ETFs), please speak with your financial advisor about obtaining an individualized copy of your PFIC statements.
PFIC Annual Information Statements (AIS) Download
Mackenzie Canadian Aggregate Bond Index ETF |
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Mackenzie Canadian All Corporate Bond Index ETF |
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Mackenzie Emerging Markets Bond Index ETF (CAD-Hedged) |
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Mackenzie Emerging Markets Local Currency Bond Index ETF |
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Mackenzie Canadian Equity Index ETF |
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Mackenzie Canadian Large Cap Equity Index ETF |
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Mackenzie Canadian Short-Term Bond Index ETF |
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Mackenzie Canadian Short-Term Fixed Income ETF |
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Mackenzie China A-Shares CSI 300 Index ETF |
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Mackenzie Core Plus Canadian Fixed Income ETF |
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Mackenzie Core Plus Global Fixed Income ETF |
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Mackenzie Floating Rate Income ETF |
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Mackenzie Global High Yield Fixed Income ETF |
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Mackenzie Global Leadership Impact ETF |
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Mackenzie International Equity Index ETF |
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Mackenzie International Equity Index ETF (CAD-Hedged) |
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Mackenzie Ivy Global Equity ETF |
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Mackenzie Maximum Diversification All World Developed ex North America Index ETF |
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Mackenzie Maximum Diversification All World Developed Index ETF |
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Mackenzie Maximum Diversification Canada Index ETF |
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Mackenzie Maximum Diversification Developed Europe Index ETF |
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Mackenzie Maximum Diversification Emerging Markets Index ETF |
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Mackenzie Maximum Diversification US Index ETF |
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Mackenzie Portfolio Completion ETF |
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Mackenzie Unconstrained Bond ETF |
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Mackenzie US High Yield Bond Index ETF (CAD-Hedged) |
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Mackenzie US Investment Grade Corporate Bond Index ETF (CAD-Hedged) |
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Mackenzie US TIPS Index ETF (CAD-Hedged) |
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Mackenzie US Large Cap Equity Index ETF |
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Mackenzie US Large Cap Equity Index ETF (CAD-Hedged) |