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"If we can’t source one piece of the puzzle, we build it.”
Joined Mackenzie in 2017
"We take small wins and add them up over time versus taking big bets.”
Joined Mackenzie in 2014
Joined Mackenzie in 2002
Joined Mackenzie in 2019
Joined Mackenzie in 2012
Joined Mackenzie in 2017
Joined Mackenzie in 2016
Joined Mackenzie in 2014
Winner of the 2021 Fundata FundGrade A+ Awards® for consistent and outstanding risk-adjusted performance in their respective categories
Mackenzie Global Growth Balanced Fund (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 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 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 Conservative ETF Portfolio F, Global Fixed Income Balanced Category: 3 years - 4 stars (626 funds), 5 years - n/a stars (n/a funds), 10 years - n/a stars (n/a funds). Mackenzie Growth ETF Portfolio F, Global Equity Balanced Category: 3 years - 4 stars (1045 funds), 5 years - n/a stars (n/a funds), 10 years - n/a stars (n/a funds). Mackenzie Moderate Growth ETF Portfolio F, Global Neutral Balanced Category: 3 years - 4 stars (1271 funds), 5 years - n/a stars (n/a funds), 10 years - n/a stars (n/a funds). Mackenzie Monthly Income Balanced Portfolio 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 Monthly Income Conservative Portfolio F, Global Fixed Income Balanced Category: 3 years - 4 stars (626 funds), 5 years - 4 stars (491 funds), 10 years - n/a stars (n/a funds). Symmetry Balanced Portfolio F, Canadian Neutral Balanced Category: 3 years - 3 stars (393 funds), 5 years - 3 stars (360 funds), 10 years - 4 stars (214 funds). Symmetry Conservative Portfolio F, Canadian Fixed Income Balanced Category: 3 years - 4 stars (397 funds), 5 years - 4 stars (328 funds), 10 years - 4 stars (211 funds). Symmetry Fixed Income Portfolio F, Canadian Fixed Income Category: 3 years - 4 stars (465 funds), 5 years - 4 stars (396 funds), 10 years - 4 stars (237 funds). Symmetry Moderate Growth Portfolio F, Global Neutral Balanced Category: 3 years - 3 stars (1271 funds), 5 years - 3 stars (1004 funds), 10 years - 4 stars (475 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 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).