MACKENZIE NEWS

 
Mackenzie Investments a triple winner at 2013 Lipper® Fund Awards
Mackenzie Sentinel Income wins fifth year in a row; Mackenzie Ivy Enterprise also a repeat winner

February 6, 2013

Mackenzie Investments has once again been recognized for industry-leading fund performance at the 2013 Lipper® Fund Award ceremony, held February 5 in Toronto. The Lipper® Fund Awards recognize the top funds in each category that have delivered stronger and more consistent performance than their peers.

For five consecutive years, Mackenzie Sentinel Income Fund has been selected as the best fund in the Canadian Fixed Income Balanced category over the past 10-year period, a testament to the fund’s consistently strong relative performance over the long term. Managed by Steve Locke and Norman Raschkowan, this fund seeks to provide a stable income stream and long-term capital growth through yield-focused investment strategies.

The same portfolio management team combined for another award as Mackenzie Sentinel Strategic Income Fund captured top honours in the Canadian Neutral Balanced category over the past 3-year period. This free-to-roam mandate invests in a diverse portfolio of income-producing securities with no geographic or asset class restrictions.

Mackenzie Ivy Enterprise Fund was recognized as the best fund in the North American Equity category over the past 3-year period. Winning back-to-back awards, portfolio manager Stephanie Griffiths uses a disciplined process of seeking out undervalued businesses, particularly small- to mid-capitalization North American equities, to pursue long-term capital appreciation.

About the Lipper® Fund Awards
The Lipper® Fund Awards are part of the Thomson Reuters Awards for Excellence, a global family of awards that celebrate exceptional performance throughout the professional investment community. The Thomson Reuters Awards for Excellence recognize the world's top funds, hedge funds, fund management firms, sell-side firms, research analysts, and investor relations teams. The Thomson Reuters Awards for Excellence also include the Lipper Hedge Fund Awards, the Extel Survey Awards, the StarMine Analyst Awards and the StarMine Broker Rankings. For more information, please contact markets.awards@thomsonreuters.com or visit excellence.thomsonreuters.com.

Mackenzie Investments was founded in 1967, and is a leading investment management firm providing investment advisory and related services. With $62.9 billion in assets under management as at January 31, 2013, Mackenzie Investments distributes its investment services through multiple distribution channels to both retail and institutional investors. Mackenzie Investments is a member of the IGM Financial Inc. (TSX: IGM) group of companies. IGM Financial is one of Canada's premier financial services companies with $123.4 billion in total assets under management as at January 31, 2013. For more information, visit mackenziefinancial.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns as of December 31, 2012 including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Mackenzie Sentinel Income Fund, Series A: 1 yr 4.1%, 3 yr 4.9%, 5 yr 3.4%, 10 yr 5.2%. The Lipper Fund Award in the Canadian Fixed Income Balanced Fund category was awarded based on the 10-year risk-adjusted performance among 23 eligible funds for the period ending December 31, 2012. Mackenzie Sentinel Strategic Income Fund, Series A: 1 yr 6.3%, 3 yr 8.3%, 5 yr 5.9%, since inception (Dec. 2005) 5.3%. The Lipper Fund Award in the Canadian Neutral Balanced Fund category was awarded based on the 10-year risk-adjusted performance among 94 eligible funds for the period ending December 31, 2012. Mackenzie Ivy Enterprise Fund, Series A: 1 yr 16.8%, 3 yr 10.2%, 5 yr 4.9%, 10 yr 5.1%. The Lipper Fund Award in the North American Equity Fund category was awarded based on the 3-year risk-adjusted performance among 10 eligible funds for the period ending December 31, 2012. Lipper's proprietary fund rating methodology identifies funds that have provided superior consistency and risk-adjusted returns, relative to peers. This quantitative approach ensures that the Lipper® Fund Awards are performance-based and objective. For more information about the methodology used in awarding Lipper® Fund Awards, visit lipperweb.com.  Lipper Inc. is a Thomson Reuters company.