PURE.
PERFORMANCE.

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Morningstar Star Ratings reflect performance of Series F as of August 31, 2023, 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 US All Cap Growth Fund Series F, US Equity: 3 years – 2 stars (1200 funds), 5 years – 5 stars (988 funds), 10 years – 5 stars (498 funds).

Mackenzie Global Dividend Fund Series F, Global Equity: 3 years - 4 stars (1577 funds), 5 years - 5 stars (1357 funds), 10 years - 5 stars (636 funds).

Mackenzie Greenchip Global Environmental All Cap Fund Series F, Global Small/Mid Cap Equity: 3 years - 5 stars (179 funds), 5 years - n/a stars (134 funds), 10 years - n/a stars (71 funds).

Mackenzie Emerging Markets Series F, Emerging Markets Equity category: 3 years - 5 stars (230 funds), 5 years – 5 stars (195 funds), 10 years – n/a stars (103 funds).

Mackenzie Core Plus Canadian Fixed Income ETF, Canadian Fixed Income category: 3 years - 4 stars (475 funds), 5 years - 5 stars (416 funds), 10 years - n/a stars (261 funds). 

Mackenzie US Large Cap Equity ETF, US Equity category: 3 years - 4 stars (1200 funds), 5 years – 5 stars (988 funds), 10 years - n/a stars (498 funds).

Mackenzie China A-Shares CSI 300 Index ETF, Greater China Equity category: 3 years - 4 stars (60 funds), 5 years – 5 stars (52 funds), 10 years - n/a stars (36 funds).

Mackenzie USD Global Strategic Income Fund, Global Neutral Balanced category: 3 years - 4 stars (1307 funds), 5 years – 5 stars (1134 funds), 10 years - n/a stars (565 funds).

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 Canadian Growth Balanced Fund (Series F) was awarded the Refinitiv Lipper Fund Awards Canada 2022 Winner for Best Canadian Equity Balanced Fund Over Ten Years, out of 42 funds. Performance for the fund for the period ended September 30, 2022 is as follows: -8.8% (1 year), 4.3% (3 years), 6.1% (5 years), 9.3% (10 years) and 7.1% (since inception in December 06, 1999).

Mackenzie Canadian Growth Fund (Series F) was awarded the Refinitiv Lipper Fund Awards Canada 2022 Winner for Best Canadian Focused Equity Over Ten Years, out of 57 funds. Performance for the fund for the period ended September 30, 2022 is as follows: -8.6% (1 year), 7.2% (3 years), 8.4% (5 years), 12.6% (10 years) and 8.9% (since inception in December 06, 1999).

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 in October 17, 2018).

Mackenzie Global Resources Fund II (Series F U$) was awarded the Refinitiv Lipper Fund Awards Canada 2022 Winner for Best Natural Resources Equity Fund Over Ten Years, out of 20 funds. Performance for the fund for the period ended September 30, 2022 is as follows: 15.9% (1 year), 19.2% (3 years), 11.4% (5 years), 6.6% (10 years) and 6.5% (since inception on May 24, 2002).

Mackenzie Precious Metals Fund (Series F U$) was awarded the Refinitiv Lipper Fund Awards Canada 2022 Winner for Best Precious Metals Equity Fund Over Ten Years, out of 11 funds. Performance for the fund for the period ended September 30, 2022 is as follows: -9.3% (1 year), 7.1% (3 years), 8.7% (5 years), 1.3% (10 years) and 9.0 % (since inception on December 3, 2007). 

Mackenzie US Small-Mid Cap Growth Fund (Series F) was awarded the Refinitiv Lipper Fund Awards Canada 2022 Winner for Best US Small/Mid Cap Fund Over Five Years, out of 23 funds. Performance for the fund for the period ended September 30, 2022 is as follows: -13.7% (1 year), 4.7% (3 years), 9.7% (5 years), 13.4% (10 years) and 10.6% (since inception in January 09, 2003).

Mackenzie US TIPS Index ETF (CAD Hedged) was awarded the Refinitiv Lipper Fund Awards Canada 2022 Winner for Best Global Fixed Income ETF Over 3 Years, out of 22 funds. Performance for the fund for the period ended September 30, 2022 is as follows: -12.0% (1 year), 0.3% (3 years) and 1.2% (since inception in January 24, 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 Canadian Equity Fund Series A was recognized for outstanding fund performance at the 2022 Fundata FundGrade A+ Awards in the Canadian Equity category out of a total of 371 funds. Performance for the fund for the period ended December 31, 2022 is as follows: -3.1% (1 year), 8.5% (3 years), 6.3% (5 years), 7.3% (10 years) and 9.0% (since inception- January 2009).

Mackenzie Global Resource Fund II Series A was recognized for outstanding fund performance at the 2022 Fundata FundGrade A+ Awards in the Natural Resources Equity category out of a total of 71 funds. Performance for the fund for the period ended December 31, 2022 is as follows: 16.5% (1 year), 20.0 (3 years), 10.8 (5 years), 6.8% (10 years) and 5.8% (since inception- May 2002).

Mackenzie Greenchip Global Environmental All Cap Fund Series A was recognized for outstanding fund performance at the 2022 Fundata FundGrade A+ Awards in the Global Small/Mid Cap Equity category out of a total of 127 funds. Performance for the fund for the period ended December 31, 2022 is as follows: -5.5% (1 year), 15.8% (3 years), and 18.2% (since inception- October 2018).

Mackenzie Greenchip Global Environmental All Cap Fund Series A was recognized for outstanding fund performance at the 2022 Fundata FundGrade A+ Awards in the RI Equity category out of a total of 424 funds. Performance for the fund for the period ended December 31, 2022 is as follows: -5.5% (1 year), 15.8% (3 years), and 18.2% (since inception- October 2018).

Mackenzie China A-Shares CSI 300 Index ETF (QCH) was recognized for outstanding fund performance at the 2022 Fundata FundGrade A+ Awards in the Greater China Equity category out of a total of 38 funds. Performance for the fund for the period ended December 29, 2022 is as follows: -21.2% (1 year), 2.0% (3 years) and -0.1% (since inception- February 2018).

Mackenzie Core Plus Canadian Fixed Income ETF (MKB) was recognized for outstanding fund performance at the 2022 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 29, 2022 is as follows: -11.2% (1 year), -1.3% (3 years), 0.8% (5 years), and 1.3% (since inception- April 2016).

Mackenzie International Equity Index ETF (CAD-Hedged) (QDXH) was recognized for outstanding fund performance at the 2022 Fundata FundGrade A+ Awards in the International Equity category out of a total of 399 funds. Performance for the fund for the period ended December 29, 2022 is as follows: -5.9% (1 year), 3.6% (3 years) and 3.7% (since inception- January 2018).

Mackenzie US TIPS Index ETF (CAD-Hedged) (QTIP) was recognized for outstanding fund performance at the 2022 Fundata FundGrade A+ Awards in the Global Fixed Income category out of a total of 286 funds. Performance for the fund for the period ended December 29, 2022 is as follows: -12.4% (1 year), 0.7% (3 years) and 1.6% (since inception- January 2018).