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Use Precision analytics to compare strengths of our Morningstar 5-star rated funds and find the right one for your client.
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5 'stars'
★★★★★
Mackenzie Income Fund
5 'stars'
★★★★★
Mackenzie Bluewater Canadian Growth Balanced Fund
5 'stars'
★★★★★
Mackenzie Greenchip Global Environmental All Cap Fund
5 'stars'
★★★★★
Mackenzie Canadian Equity Fund
5 'stars'
★★★★★
Mackenzie Emerging Markets Fund
5 'stars'
★★★★★
Mackenzie USD Unconstrained Fixed Income Fund
5 'stars'
★★★★★
Mackenzie USD Global Strategic Income Fund
5 'stars'
★★★★★
Mackenzie Core Plus Canadian Fixed Income ETF
5 'stars'
★★★★★
Mackenzie Bluewater Canadian Growth Fund
5 'stars'
★★★★★
Mackenzie Global Strategic Income Fund
5 'stars'
★★★★★
Mackenzie US TIPS Index ETF
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.
Winners of the 2022 Fundata FundGrade A+ Awards for consistent and outstanding risk-adjusted performance in their respective categories
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 28, 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 Greenchip Global Environmental All Cap Fund Series F, Global Small/Mid Cap Equity category: 3 years - 5 stars (189 funds), 5 years - n/a stars (141 funds), 10 years - n/a stars (67 funds).
Mackenzie Income Fund Series F, Canadian Fixed Income Balanced category: 3 years - 4 stars (339 funds), 5 years - 4 stars (293 funds), 10 years - 5 stars (208 funds).
Mackenzie Canadian Equity Fund Series F, Canadian Equity category: 3 years - 5 stars (522 funds), 5 years - 5 stars (452 funds), 10 years - 4 stars (261 funds).
Mackenzie Core Plus Canadian Fixed Income ETF Series F, Canadian Fixed Income category: 3 years - 5 stars (475 funds), 5 years - 5 stars (408 funds), 10 years - n/a stars (247 funds).
Mackenzie Bluewater Canadian Growth Balanced Fund Series F, Canadian Equity Balanced category: 3 years - 4 stars (324 funds), 5 years - 5 stars (296 funds), 10 years - 5 stars (197 funds).
Mackenzie USD Unconstrained Fixed Income Fund Series F, Global Fixed Income category, 3 years - 5 stars (437 funds), 5 years - 5 stars (339 funds), 10 years - n/a stars (108 funds).
Mackenzie USD Global Strategic Income Fund Series F, Global Neutral Balanced category, 3 years - 5 stars (1352 funds), 5 years - 5 stars (1165 funds), 10 years - n/a stars (527 funds).
Mackenzie Emerging Markets Series F, Emerging Markets Equity category, 3 years - 5 stars (254 funds), 5 years – n/a stars (198 funds), 10 years – n/a stars (94 funds).
Mackenzie Bluewater Canadian Growth Fund Series F, Canadian Focused Equity category, 3 years - 4 stars (539 funds), 5 years – 4 stars (494 funds), 10 years – 5 stars (323 funds).
Mackenzie Global Strategic Income Fund, Global Neutral Balanced category, 3 years - 4 stars (1352 funds), 5 years – 4 stars (1165 funds), 10 years – 5 stars (527 funds).
Mackenzie US TIPS Index ETF (CAD-Hedged) Series F, Global Fixed Income category: 3 years - 4 stars (437 funds), 5 years - n/a stars (339 funds), 10 years - n/a stars (108 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 Global Resources Fund (Series F U$) was awarded the Refinitiv Lipper Fund Awards Canada 2021 Winner for Best Natural Resources Equity Fund Over Ten Years, out of 18 funds. Performance for the fund for the period ended September 30, 2021 is as follows: 68.5% (1 year), 11.3% (3 years), 7.8% (5 years), 4.2% (10 years) and -1.2% (since inception on December 3, 2007).
Mackenzie Precious Metals Fund (Series F U$) was awarded the Refinitiv Lipper Fund Awards Canada 2021 Winner for Best Precious Metals Equity Fund Over Ten Years, out of 11 funds. Performance for the fund for the period ended September 30, 2021 is as follows: -15.6% (1 year), 27.1% (3 years), 7.6% (5 years), -0.8% (10 years) and 1.1 % (since inception on December 3, 2007).
Mackenzie Floating Rate Income Fund (Series F5) was awarded the Refinitiv Lipper Fund Awards Canada 2021 Winner for Best Floating Rate Loan Fund Over Five Years, out of 10 funds. Performance for the fund for the period ended September 30, 2021 is as follows: 7.7% (1 year), 2.0% (3 years), 4.2% (5 years) and 4.3% (since inception in May 2013).
Mackenzie Bluewater Canadian Growth Balanced Fund (Series F) was awarded the Refinitiv Lipper Fund Awards Canada 2021 Winner for Best Canadian Equity Balanced Fund Over Ten Years, out of 39 funds. Performance for the fund for the period ended September 30, 2021 is as follows: 12.8% (1 year), 10.2% (3 years), 9.9% (5 years), 11.6% (10 years) and 7.8% (since inception in December 1999).
Mackenzie Bluewater Canadian Growth Fund (Series F) was awarded the Refinitiv Lipper Fund Awards Canada 2021 Winner for Best Canadian Focused Equity Over Ten Years, out of 55 funds. Performance for the fund for the period ended September 30, 2021 is as follows: 20.5% (1 year), 13.0% (3 years), 13.5% (5 years), 15.3% (10 years) and 9.8% (since inception in December 1999).
Mackenzie Core Plus Canadian Fixed Income ETF was awarded the Refinitiv Lipper Fund Awards Canada 2021 Winner for Best Canadian Fixed Income ETF Over Three Years, out of 21 funds, and the Refinitiv Lipper Fund Awards Canada 2021 Winner for Best Canadian Fixed Income ETF Over Five Years, out of 14 funds. Performance for the fund for the period ended September 30, 2021 is as follows: -2.5% (1 year), 4.9% (3 years), 3.1% (5 years) and 3.6% (since inception in April 2016).
Mackenzie US TIPS Index ETF (CAD Hedged) was awarded the Refinitiv Lipper Fund Awards Canada 2021 Winner for Best Global Fixed Income ETF Over Three Years, out of 18 funds. Performance for the fund for the period ended September 30, 2021 is as follows: 4.5% (1 year), 6.7% (3 years) and 5.2% (since inception in January 2018).
Refinitiv Lipper Fund Awards, ©2021 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).