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. 

★ ★ ★ ★ 

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

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeatead.

The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.

Morningstar Star Ratings reflect performance of Series F as of February 29, 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 (1602 funds), 5 years – 4 stars (1436 funds), 10 years – 3 stars (708 funds).

Mackenzie Global Dividend Fund Series F, Global Equity category: 3 years - 4 stars (1602 funds), 5 years - 5 stars (1436 funds), 10 years - 5 stars (708 funds).

Mackenzie US All Cap Growth Fund Series F, US Equity category: 3 years – 3 stars (1223 funds), 5 years – 5 stars (1046 funds), 10 years – 5 stars (555 funds).

Mackenzie Strategic Income Fund Series F, Canadian Neutral Balanced category: 3 years – 4 stars (346 funds), 5 years – 4 stars (325 funds), 10 years – 5 stars (255 funds).

Mackenzie USD Global Strategic Income Fund Series F, Global Neutral Balanced category: 3 years – 5 stars (1324 funds), 5 years – 5 stars (1193 funds), 10 years – n/a stars (628 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 – 5 stars (226 funds), 5 years – 5 stars (209 funds), 10 years – n/a stars (111 funds).

Mackenzie Core Plus Canadian Fixed Income ETF, Canadian Fixed Income category: 3 years – 4 stars (476 funds), 5 years – 5 stars (426 funds), 10 years – n/a stars (275 funds).

Mackenzie China A-Shares CSI 300 Index ETF, Greater China Equity category: 3 years – 4 stars (58 funds), 5 years – 5 stars (54 funds), 10 years – n/a stars (34 funds).

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 Global Resource Fund II Series A was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Natural Resources Equity category out of a total of 67 funds. Performance for the fund for the period ended December 31, 2023 is as follows: 3.5% (1 year), 20.4% (3 years), 15% (5 years), 5.4% (10 years) and 5.6% (since inception- May 2002).

Mackenzie Precious Metals Fund Series A was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Precious Metals Equity category out of a total of 40 funds. Performance for the fund for the period ended December 31, 2023 is as follows: 3.7% (1 year), -3.9 (3 years), 12.7% (5 years), 10.5% (10 years) and 9.6% (since inception- May 2002).

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).

Mackenzie Emerging Markets Fund II Series A was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Emerging Markets category out of a total of 146 funds. Performance for the fund for the period ended December 31, 2023 is as follows: 14% (1 year), 0.1% (3 years), 5.6% (5 years), 5% (10 years) and 6.3% (since inception- August 2002).

Mackenzie Core Plus Canadian Fixed Income ETF (MKB) was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Canadian Fixed Income category out of a total of 311 funds. Performance for the fund for the period ended December 31, 2023 is as follows: 6.3% (1 year), -2.6% (3 years), 1.7% (5 years), and 1.9% (since inception- April 2016).

Mackenzie International Equity Index ETF (CAD-Hedged) (QDXH) was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the International Equity category out of a total of 370 funds. Performance for the fund for the period ended December 31, 2023 is as follows: 18.8% (1 year), 9.6% (3 years), 10% (5 years), and 6.1% (since inception- January 2018).

Mackenzie US TIPS Index ETF (CAD-Hedged) (QTIP) was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Global Fixed Income category out of a total of 219 funds. Performance for the fund for the period ended December 31, 2023 is as follows: 3.1% (1 year), -1.5% (3 years), 2.5% (5 years), and 1.8% (since inception- January 2018).

Mackenzie Conservative Allocation ETF (MCON) was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Global Fixed Income Balanced category out of a total of 488 funds. Performance for the fund for the period ended December 31, 2023 is as follows: 11% (1 year), 1.5% (3 years), and 2.6% (since inception- September 2020).

Mackenzie Global Sustainable Dividend Index ETF (MDVD) was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Global Equity category out of a total of 1095 funds. Performance for the fund for the period ended December 31, 2023 is as follows: -0.4% (1 year), 5.2% (3 years), and 5.4% (since inception - September 2020).

Mackenzie Growth Allocation ETF (MGRW) was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Global Equity Balanced category out of a total of 704 funds. Performance for the fund for the period ended December 31, 2023 is as follows: 15.2% (1 year), 5.9% (3 years), and 7.8% (since inception- September 2020).

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

Mackenzie Global Resource Fund (Series F) was awarded the LSEG Lipper Fund Awards Canada 2023 Winner for Best Natural Resources Equity Fund Over Ten Years, out of 19 funds. Performance for the fund for the period ended September 30, 2023, is as follows. 17.41% (1 year), 29.80% (3 years), 10.85% (5 years), 4.68% (10 years), and 9.65% (since inception on December 6, 1999).

Mackenzie Core Plus Canadian Fixed Income ETF was awarded the LSEG Lipper Fund Awards Canada 2023 Winner for Best Canadian Fixed Income ETF Over Five Years, out of 21 ETFs. Performance for the fund for the period ended September 30, 2023, is as follows. -0.14% (1 year), -4.72% (3 years), 0.49% (5 years), and 1.0% (since inception on April 19, 2016).

Mackenzie US TIPS Index ETF (CAD-Hedged) was awarded the LSEG Lipper Fund Awards Canada 2023 Winner for Best Global Fixed Income ETF Over Five Years, out of 10 ETFs. Performance for the fund for the period ended September 30, 2023, is as follows. 0.75% (1 year), -2.51% (3 years), 1.48% (5 years), and 1.15% (since inception on January 24, 2018).

LSEG Lipper Fund Awards, ©2023 LSEG. All rights reserved. Used under license.