Your Partner in Performance

Mackenzie Canadian Growth Balanced Fund (Series A)
Winner of the 2020 Lipper Fund Award from Refinitiv for best 3-year, 5-year and 10-year performance in the Canadian Equity Balanced classification.

Mackenzie Precious Metals Class - Series A
Winner of the 2020 Lipper Fund Award from Refinitiv for best 3-year, 5-year and 10-year performance in the Canadian Equity Balanced classification.

Mackenzie Maximum Diversification Canada Index ETF (MKC)

Mackenzie Maximum Diversification All World Developed Index ETF (MWD)

Mackenzie Maximum Diversification All World Developed ex North America Index ETF (MXU)

Mackenzie Maximum Diversification US Index ETF (MUS)
Winner of the 2020 Lipper Fund Award’s Canada ETF Award for Best Equity Group (Three Year)

Mackenzie Canadian Growth Balanced Fund (Series A)

Mackenzie Income Fund (Series A)

Mackenzie Canadian Growth Fund (Series A)

Mackenzie All China Equity Fund (Series A)

Mackenzie US All Cap Growth Fund (Series A)

Mackenzie Maximum Diversification Canada Index ETF (MKC)

Mackenzie Core Plus Canadian Fixed Income ETF (MKB)

Mackenzie Global High Yield Fixed Income ETF (MHYB)

Mackenzie US Investment Grade Corporate Bond Index ETF (CAD-Hedged) (QUIG)

Winners of the 2020 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 repeated.

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 April 30, 2021 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 star ratings and number of funds in each category for the standard periods are: Mackenzie US Small-Mid Cap Growth Class F, U.S. Small/Mid Cap Equity Category: 3 years - 5 stars (233 funds), 5 years - 5 stars (198 funds), 10 years - 4 stars (77 funds). Mackenzie Canadian Growth Balanced Class F, Canadian Equity Balanced Category: 3 years - 5 stars (375 funds), 5 years - n/a stars (n/a funds), 10 years - n/a stars (n/a funds). Mackenzie Precious Metals Class F, Precious Metals Equity Category: 3 years - 5 stars (48 funds), 5 years - 5 stars (45 funds), 10 years - 5 stars (31 funds). Mackenzie Canadian Growth Fund F, Canadian Focused Equity Category: 3 years - 5 stars (596 funds), 5 years - 5 stars (486 funds), 10 years - 5 stars (228 funds). Mackenzie Strategic Bond Fund F, Canadian Fixed Income Category: 3 years - 4 stars (452 funds), 5 years - 5 stars (374 funds), 10 years - n/a stars (n/a funds). Mackenzie US All Cap Growth Fund F, U.S. Equity Category: 3 years - 5 stars (1355 funds), 5 years - 5 stars (1014 funds), 10 years - 5 stars (354 funds). Mackenzie Ivy European Class F, European Equity Category: 3 years - 5 stars (174 funds), 5 years - 4 stars (141 funds), 10 years - 5 stars (63 funds). Mackenzie Income Fund F, Canadian Fixed Income Balanced Category: 3 years - 5 stars (451 funds), 5 years - 5 stars (383 funds), 10 years - 5 stars (189 funds). Mackenzie Global Strategic Income Fund F, Global Neutral Balanced Category: 3 years - 4 stars (1376 funds), 5 years - 4 stars (1069 funds), 10 years - 5 stars (413 funds). Mackenzie Canadian Growth Balanced Fund F, Canadian Equity Balanced Category: 3 years - 5 stars (375 funds), 5 years - 5 stars (304 funds), 10 years - 5 stars (164 funds). Mackenzie All China Equity Fund F, Greater China Equity Category: 3 years - 5 stars (69 funds), 5 years - n/a stars (n/a funds), 10 years - n/a stars (n/a funds). Symmetry Conservative Portfolio F, Canadian Fixed Income Balanced Category: 3 years - 4 stars (451 funds), 5 years - 4 stars (383 funds), 10 years - 5 stars (189 funds). 

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 2020 Refinitiv Lipper Fund Awards Trophy for best three-year performance in the Canadian Equity Balanced category for the period ended July 31, 2020, out of a total of 51 funds, the 2020 Refinitiv Lipper Fund Awards Certificate for best five-year performance in the Canadian Equity Balanced category for the period ended July 31, 2020, out of a total of 49 funds and the 2020 Refinitiv Lipper Fund Awards Certificate for best 10-year performance in the Canadian Equity Balanced category for the period ended July 31, 2020, out of a total of 39 funds. Performance for the fund for the period ended October 30, 2020 is as follows: 7.1% (1 year), 5.9% (3 years), 7.1% (5 years), 7.8% (10 years) and 6.8% (since inception in November 1996).

Mackenzie Precious Metals Class (Series A) was awarded the 2020 Refinitiv Lipper Fund Awards certificate for best 10-year performance in the Precious Metals Equity category for the period ended July 31, 2020, out of a total of 11 funds. Performance for the fund for the period ended October 30, 2020 is as follows: 53.9% (1 year), 26.2% (3 years), 25.2% (5 years), 2.3% (10 years) and 12.0% (since inception in October 2000).

Mackenzie Maximum Diversification Canada Index ETF (MKC) was awarded the 2020 Refinitiv Lipper Fund Awards Canada ETF Group Award for Best Group Over Past Three Years, Equity. Performance for the fund for the period ended October 31, 2020 is as follows: 3.1% (1 year), 4.3% (3 years) and 6.3% (since inception in June 2016).

Mackenzie Maximum Diversification All World Developed Index ETF (MWD) was awarded the 2020 Refinitiv Lipper Fund Awards Canada ETF Group Award for Best Group Over Past Three Years, Equity. Performance for the fund for the period ended October 31, 2020 is as follows: 8.5% (1 year), 7.5% (3 years), 7.9% (since inception in September 2016).

Mackenzie Maximum Diversification All World Developed ex North America Index ETF (MXU) was awarded the 2020 Refinitiv Lipper Fund Awards Canada ETF Group Award for Best Group Over Past Three Years, Equity. Performance for the fund for the period ended October 31, 2020 is as follows: 2.9% (1 year), 1.7% (3 years), 4.0% (since inception in September 2016)

Mackenzie Maximum Diversification US Index ETF (MUS) was awarded the 2020 Refinitiv Lipper Fund Awards Canada ETF Group Award for Best Group Over Past Three Years, Equity. Performance for the fund for the period ended October 31, 2020 is as follows: 13.2% (1 year), 11.3% (3 years), 11.5% (since inception in June 2016)

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).