The Turnaround of Mackenzie Cundill Funds | Mackenzie Investments

The Turnaround of Mackenzie Cundill Funds

Happy two year anniversary!

Cundill success. That's what Portfolio Managers Jonathan Norwood and Richard Wong achieved in their two years as co-heads of the Mackenzie Cundill Team since March 24, 2016.

Mackenzie Cundill funds have performed very well against their global peer group of over 1,500 funds despite the current economic backdrop.1 They brought proven expertise in value investing and were determined to continue the Cundill tradition of value investing success.

The 3 Cs of Value Investing

Hear Senior Investment Director, Mary Mathers, discuss how the Cundill Team finds opportunities in Cyclicals, Compounders and Cigar Butts.

Everything You Need To Know Read insights from the co-heads of the Mackenzie Cundill Team
about value investing in today's environment.

Understanding Value Investing Hear insights from the co-heads of the Mackenzie Cundill Team about value investing in today's environment.
Learn more from their videos:

TALK TO YOUR FINANCIAL ADVISOR ABOUT
INVESTING WITH MACKENZIE CUNDILL FUNDS.

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Fund and Benchmark Performance as at: March 31, 2018 1 year 3 year 5 year 10 year
Mackenzie Cundill Value Fund Series F 2.9% 4.3% 8.1% 5.4%
MSCI World Total Return Index (net CAD) 13.5% 7.9% 9.7% 5.9%
% of Peers beaten 13% 20% 12% 24%
Mackenzie Cundill Canadian Security Fund Series F 0.9% 2.9% 6.9% 7.5%
60% S&P/TSX Composite Index, 30% S&P 500 Index and 10% MSCI EAFE (Net) Index 8.7% 6.0% 5.9% 4.5%
% of Peers beaten 34% 34% 27% 81%
Mackenzie Cundill US Class F -1.1% 5.7% 13.9% 8.9%
S&P 500 Index (CAD) 14.0% 10.8% 13.3% 9.5%
% of Peers beaten 3% 15% 32% 42%
Mackenzie Cundill Canadian Balanced Fund Series F 0.7% 2.0% 5.5% 6.5%
Blended Index (62.5% S&P/TSX Composite Total Return Index and 37.5% FTSE TMX Canada Universe Bond Index) 5.0% 2.5% 0.6% 2.3%
% of Peers beaten 37% 14% 36% 90%