Mackenzie Investments wins five Fundata Awards for outstanding fund performance | Mackenzie Investments

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Mackenzie Investments wins five Fundata Awards for outstanding fund performance


TORONTO – January 28, 2019 – Mackenzie Investments was acknowledged for award-winning fund performance in five categories at the 2019 Fundata FundGrade A+ Awards. Of the five Mackenzie funds recognized, four are repeat winners from past years.

Mackenzie Canadian Growth Balanced Fund and Mackenzie Canadian Growth Fund received awards in their categories for the third consecutive year, while Mackenzie Income Fund and Mackenzie Monthly Income Conservative Portfolio received recognition for the second year in a row. Newly recognized this year was Mackenzie US Mid Cap Growth Class in the U.S. Small / Mid Cap Equity category.

“We’re so proud our top-performing investment management team at Mackenzie earned recognition for the results they deliver for our investors,” says Barry McInerney, President and CEO of Mackenzie Investments. “To see funds repeating their wins year-over-year demonstrates a consistent, high standard of excellence at Mackenzie.”

Category Winner Mackenzie Team
Canadian Equity Balanced

Mackenzie Canadian Growth Balanced Fund
(winner third consecutive year)

Bluewater Team: Dina DeGeer, David Arpin, Shah Khan and Hui Wang
Fixed Income Team: Steve Locke, Felix Wong, Dan Cooper, Movin Mokbel, Konstantin Boehmer and Ken Yip
Multi-Asset Strategies Team: Alain Bergeron
Canadian Focused Equity

Mackenzie Canadian Growth Fund
(winner third consecutive year)

Bluewater Team: Dina DeGeer, David Arpin, Shah Khan and Hui Wang
Canadian Fixed Income Balanced Mackenzie Income Fund
(winner second consecutive year)
North American Equities Team: Martin Downie and Tim Johal
Global Equity & Income Team: Darren McKiernan, Eugene Profis and Ome Saidi
Fixed Income Team: Steve Locke, Felix Wong, Dan Cooper, Movin Mokbel, Konstantin Boehmer and Ken Yip
Global Fixed Income Balanced Mackenzie Monthly Income Conservative Portfolio
(winner second consecutive year)
Multi-Asset Strategies Team: Alain Bergeron
U.S. Small / Mid Cap Equity Mackenzie US Mid Cap Growth Class Growth Team: Phil Taller and Sunny Aggarwal

 

The Fundata FundGrade A+ Awards are presented annually to Canadian investment funds that achieve consistently high FundGrade scores through an entire calendar year. Performance and number of mutual funds in the category for the period ending December 31, 2018 is as follows: 

 

Mackenzie Income Fund Series A, Canadian Fixed Income Balanced category 1 year - (533 funds) -2.2%
3 years - (438 funds) 2.7%
5 years - (358 funds) 3.5%
10 years - (143 funds) 5.1%
since inception - 7.8% (September 30, 1974)
Mackenzie Canadian Growth Balanced Fund Series A, Canadian Equity Balanced category 1 year - (471 funds) -2.1%
3 years - (378 funds) 4.7%
5 years - (310 funds) 8.2%
10 years - (161 funds) 7.1%
since inception - 6.4% (November 28, 1996)
Mackenzie Canadian Growth Fund Series A, Canadian Focused Equity category 1 year - (707 funds) -2.6%
3 years - (582 funds) 6.7%
5 years - (459 funds) 11.1%
10 years - (217 funds) 9.8%
since inception - 9.6% (January 30, 1976)
Mackenzie US Mid Cap Growth Class Series A, US Small/Mid Cap Equity category 1 year - (301 funds) 10.7%
3 years - 5 stars (224 funds) 10.5%
5 years - 4 stars (142 funds) 11.2%
10 years - 4 stars (66 funds) 12.6%
since inception - 10.2% (November 8, 2002)
Mackenzie Monthly Income Conservative Portfolio Series A, Global Fixed Income Balanced category 1 year - (606 funds) -0.9%
3 years - 5 stars (392 funds) 3.4%
since inception - 3.2% (December 1, 2014)

About Mackenzie Investments

Mackenzie Investments was founded in 1967, and is a leading investment management firm providing investment advisory and related services. With $129.5 billion in assets under management as of December 31, 2018, 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 $149.1 billion in total assets under management as of December 31, 2018. For more information, visit mackenzieinvestments.com.

 

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.

 

About the Fundata FundGrade A+ Rating

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.

For further information, please contact:

Kieran Lawler
Proof Communications
416-969-1665
klawler@getproof.com