Mackenzie Investments Recognized at Lipper® Awards | Mackenzie Investments

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Mackenzie Investments Recognized at Lipper® Awards


TORONTO – November 9, 2017 – Mackenzie Financial Corporation (Mackenzie Investments) has been recognized for industry-leading fund performance at the prestigious Lipper® Fund Awards.

Mackenzie Canadian Growth Fund Series A, managed by Dina DeGeer and David Arpin, Portfolio Managers and Shah Khan, Associate Portfolio Manager, won for best three-year performance in the Canadian Focused Equity classification.

Mackenzie Canadian Growth Balanced Fund Series A, managed by Dina DeGeer and David Arpin, Portfolio Managers and Shah Khan, Associate Portfolio Manager, as well as Portfolio Managers Steve Locke, Alain Bergeron, Felix Wong, Konstantin Boehmer, Dan Cooper, and Movin Mokbel won awards for best three-year and best five-year performance in the Canadian Equity Balanced classification.

Mackenzie Canadian Resource Fund Series A, managed by Benoit Gervais and Onno Rutten, Portfolio Managers and Scott Prieur, Associate Portfolio Manager won for best 10-year performance in the Natural Resources Equity classification.

"Congratulations to our outstanding fund managers for being honoured with these esteemed awards. Mackenzie Investments offers advisors a holistic set of solutions designed to help their clients feel confident about the future and these funds represent the best of our best," said Barry McInerney, President and Chief Executive Officer of Mackenzie Investments.

Each year Lipper® recognizes funds that lead the way in delivering strong, risk-adjusted performance.  In Canada, Lipper® recognizes the most successful funds for their performance over one, three, five, and 10-year periods.

Lipper® tracks 125,000 funds worldwide. The Lipper® Fund Awards recognize funds that have delivered consistently strong risk-adjusted performance relative to their peers. Strong risk-adjusted performance is desirable because it is an indication of consistent, strong returns. 

Mackenzie Canadian Growth Team Mackenzie Resource Team

Mackenzie Investments was founded in 1967, and is a leading investment management firm providing investment advisory and related services. With $93.5 billion in assets under management as of October 31, 2017, 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 $154 billion in total assets under management as of October 31, 2017.

About the Lipper Awards

The Lipper Fund Awards, granted annually, are part of the Thomson Reuters Awards for Excellence awarded by Lipper, Inc. and highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.  The Lipper Fund Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36, 60 and 120 month periods.  The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1.  The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award.  Lipper Leader ratings change monthly.  For more information, see www.lipperweb.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 Fund (Series A) was awarded the 2017 Thomson Reuters Lipper Fund Award for best three-year performance in the Canadian Focused Equity category for the period ended July 31, 2017, out of a total of 104 funds. Performance for the fund for the period ended September 30, 2017 was as follows: 13.7% (1 year), 14.3% (3 years), 15.6% (5 years), 7.1% (10 years) and 9.9% (since inception) in January 1976.

Mackenzie Canadian Growth Balanced Fund (Series A) was awarded the 2017 Thomson Reuters Lipper Fund Award for best three-year performance in the Canadian Equity Balanced category for the period ended July 31, 2017, out of a total of 59 funds and a 2017 Thomson Reuters Lipper Fund Certificate for best five-year performance in the Canadian Equity Balanced category for the period ended July 31, 2017, out of a total of 54 funds. Performance for the fund for the period ended September 30, 2017 was as follows: 7.7% (1 year), 9.9% (3 years), 11.3% (5 years), 5.7% (10 years) and 6.8% (since inception) in November 1996.

Mackenzie Canadian Resource Fund (Series A) was awarded a 2017 Thomson Reuters Lipper Fund Certificate for best 10-year performance in the Natural Resources Equity category for the period ended July 31, 2017, out of a total of 25 funds. Performance for the fund for the period ended September 30, 2017 was as follows: -8.6% (1 year), -8.1% (3 years), -3.8% (5 years), -3.2% (10 years) and 8.3% (since inception) in January 1978.

For further information, please contact:

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