Mackenzie Fixed Income Team

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Morningstar Star Ratings reflect performance of Series F as of June 30, 2022 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 Canadian Bond Fund F, Canadian Fixed Income Category: 3 years - 4 stars (465 funds), 5 years - 4 stars (396 funds), 10 years - 4 stars (237 funds). Mackenzie Corporate Bond Fund F, High Yield Fixed Income Category: 3 years - 4 stars (314 funds), 5 years - 4 stars (282 funds), 10 years - 4 stars (106 funds). Mackenzie Floating Rate Income Fund F, Floating Rate Loans Category: 3 years - 3 stars (88 funds), 5 years - 4 stars (75 funds), 10 years - n/a stars (n/a funds). Mackenzie Global Strategic Income Fund F, Global Neutral Balanced Category: 3 years - 4 stars (1271 funds), 5 years - 4 stars (1004 funds), 10 years - 5 stars (475 funds). Mackenzie Income Fund F, Canadian Fixed Income Balanced Category: 3 years - 4 stars (397 funds), 5 years - 4 stars (328 funds), 10 years - 5 stars (211 funds). Mackenzie North American Corporate Bond Fund F, High Yield Fixed Income Category: 3 years - 4 stars (314 funds), 5 years - 4 stars (282 funds), 10 years - 4 stars (106 funds). Mackenzie Strategic Bond Fund F, Canadian Fixed Income Category: 3 years - 4 stars (465 funds), 5 years - 4 stars (396 funds), 10 years - n/a stars (n/a funds). Mackenzie Strategic Income Fund F, Canadian Neutral Balanced Category: 3 years - 4 stars (393 funds), 5 years - 4 stars (360 funds), 10 years - 4 stars (214 funds). Mackenzie Unconstrained Fixed Income Fund F, High Yield Fixed Income Category: 3 years - 4 stars (314 funds), 5 years - 4 stars (282 funds), 10 years - n/a stars (n/a funds). Mackenzie USD Global Strategic Income Fund F, Global Neutral Balanced Category: 3 years - 4 stars (1271 funds), 5 years - 4 stars (1004 funds), 10 years - n/a stars (n/a funds). 

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 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 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).

For more information, see http://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.

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 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 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).

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 Core Plus Canadian Fixed Income ETF (MKB) was recognized for outstanding fund performance at the 2021 Fundata FundGrade A+ Awards in the Canadian Fixed Income category out of a total of 309 funds. Performance for the fund for the period ended December 31, 2021 is as follows: -2.3% (1 year), 4.9% (3 years), 3.8% (5 years) and 3.7% (since inception- April 2016).

Mackenzie Global High Yield Fixed Income ETF (MHYB) was recognized for outstanding fund performance at the 2021 Fundata FundGrade A+ Awards in the High Yield Fixed Income category out of a total of 242 funds. Performance for the fund for the period ended December 31, 2021 is as follows: 3.4% (1 year), 7.4% (3 years) and 4.9% (since inception- April 2017).

Mackenzie Global Growth Balanced Fund Series A was recognized for outstanding fund performance at the 2021 Fundata FundGrade A+ Awards in the Global Equity Balanced category out of a total of 722 funds. Performance for the fund for the period ended December 31, 2021 is as follows: 13.7% (1 year) and 13.9% (since inception- January 2019).

Mackenzie Income Fund Series A was recognized for outstanding fund performance at the 2021 Fundata FundGrade A+ Awards in the Canadian Fixed Income Balanced category out of a total of 289 funds. Performance for the fund for the period ended December 31, 2021 is as follows: 3.6% (1 year), 6.9% (3 years), 4.5% (5 years), 4.9% (10 years) and 7.8 % (since inception- September 1974).