Mackenzie Investments recognized for fund performance at Fundata Awards | Mackenzie Investments

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Mackenzie Investments recognized for fund performance at Fundata Awards


TORONTO – January 26, 2017 – The industry-leading fund performance of Mackenzie Financial Corporation (Mackenzie Investments) has been recognized by the prestigious Fundata FundGrade A+ Awards.

Mackenzie Canadian Growth Balanced Fund, Mackenzie Canadian Growth Fund, Mackenzie Ivy Canadian Balanced Fund, Mackenzie Global Dividend Fund, Mackenzie Ivy Foreign Equity Fund and Mackenzie Ivy Global Balanced Fund were recognized as top-performing funds in their respective categories.

“We want our asset-management expertise and solutions to give Canadians a rewarding and confident journey as investors, so we’re grateful for the recognition of our funds,” said Barry McInerney, President and Chief Executive Officer of Mackenzie Investments. “Congratulations to Dina, Paul, Darren, Steve and their teams for delivering top performance to investors.”

The winners and categories are as follows:

Category Winner Mackenzie Team
Canadian Equity Balanced Mackenzie Canadian Growth Balanced Fund Canadian Growth Team: Dina DeGeer and David Arpin
Fixed Income Team: Steve Locke, Felix Wong, Dan Cooper, Movin Mokbel, and Konstantin Boehmer
Asset Allocation Team: Alain Bergeron
Canadian Equity Balanced Mackenzie Ivy Canadian Balanced Fund Ivy Team: Paul Musson, James Morrison and Graham Meagher
Fixed Income Team: Steve Locke, Felix Wong, Dan Cooper, Movin Mokbel, and Konstantin Boehmer
Asset Allocation Team: Alain Bergeron
Canadian Focused Equity Mackenzie Canadian Growth Fund Dina DeGeer and David Arpin
Global Equity Mackenzie Ivy Foreign Equity Fund Paul Musson, Matt Moody, Robert McKee and Hussein Sunderji
Global Equity Mackenzie Global Dividend Fund Darren McKiernan, Eugene Profis and Ome Saidi
Global Equity Balanced Mackenzie Ivy Global Balanced Fund Ivy Team: Paul Musson, Matt Moody, Robert McKee and Hussein Sunderji
Fixed Income Team: Steve Locke and Konstantin Boehmer
Asset Allocation Team: Alain Bergeron

The Fundata FundGrade A+ Awards are presented annually to Canadian investment funds that achieve consistently high FundGrade scores through an entire calendar year. In 2016, 225 top-performing Canadian mutual funds, exchange traded funds, and segregated funds from 56 fund companies were awarded a FundGrade A+ Rating. FundGrade A+ is a supplemental calculation to the FundGrade ratings and is performed at the end of each calendar year. Eligible funds must have received a FundGrade rating every month in the previous year. FundGrade A+ uses a “GPA-style” calculation, where monthly FundGrades from “A” to “E” receive scores 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 an A+ rating.

  • Performance and the number of mutual funds in the category for Mackenzie Canadian Growth Balanced Fund Series A for the period ended December 31, 2016 is as follows: 6.7%, 315 funds (1 year), 11.3%, n/a (3 years), 11.6%, n/a (5 years), 5.7%, n/a (10 years) and 6.7%, n/a (since inception on November 28, 1996).
  • Performance and the number of mutual funds in the category for Mackenzie Canadian Growth Fund Series A for the period ended December 31, 2016 is as follows: 9.2%, 430 funds (1 year), 15%, n/a (3 years), 15.3%, n/a (5 years), 6.8%, n/a (10 years) and 9.8%, n/a (since inception on January 30, 1976).
  • Performance and the number of mutual funds in the category for Mackenzie Global Dividend Fund Series A for the period ended December 31, 2016 is as follows: 4.6%, 801 funds (1 year), 12.5%, n/a (3 years), 12.5%, n/a (5 years), and 8.6%, n/a (since inception on March 28, 2008).
  • Performance and the number of mutual funds in the category for Mackenzie Ivy Canadian Balanced Fund Series A for the period ended December 31, 2016 is as follows: 14.8%, 315 funds (1 year), 8.4%, n/a (3 years), 9.3%, n/a (5 years), 4.3%, n/a (10 years) and 6.8%, n/a (since inception on October 13, 1992).
  • Performance and the number of mutual funds in the category for Mackenzie Ivy Foreign Equity Fund Series A for the period ended December 31, 2016 is as follows:- 0.1%, 801 funds (1 year), 7.9%, n/a (3 years), 12.1%, n/a (5 years), 6%, n/a (10 years) and 7.9%, n/a (since inception on October 16, 1992).
  • Performance and the number of mutual funds in the category for Mackenzie Ivy Global Balanced Fund Series A for the period ended December 31, 2016 is as follows: 4%, 607 funds (1 year), 7.6%, n/a (3 years), 10.7%, n/a (5 years), 5.4%, n/a (10 years) and 4.9%, n/a (since inception on November 29, 1993).

For more information on the FundGrade rating system, visit their corporate website.

About Mackenzie Investments

Mackenzie Investments was founded in 1967, and is a leading investment management firm providing investment advisory and related services. With $64.0 billion in assets under management as at December 31, 2016, 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 over $141 billion in total assets under management as at December 31, 2016.

About Fundata Canada Inc.

Fundata Canada Inc. has been providing data aggregation and dissemination services to the Canadian media and financial marketplace since 1987. Fundata is a major provider in the distribution of fund and stock information in Canada. Our database contains data on over 31,000 investment products. Fundata provides customized data feeds, top-shelf analytics, cutting-edge software tools, and seamless hosted web solutions for fund companies, back office systems, investment planners, banks, trust companies, resellers and redistributors, and online, print, and broadcast media channels.

About the Fundata FundGrade A+ Rating

The FundGrade A+ Rating identifies funds that have been consistent FundGrade A-Grade performers over the past calendar year. It's the only objective rating system available in the market that's based solely on risk-adjusted performance history and that takes into account the consistency with which a fund is ranked at the top of its CIFSC class.

For further information, please contact:

Trish Tervit
Director, Communications and Media Relations
Mackenzie Investments
416-967-2166
ttervit@mackenzieinvestments.com