Mackenzie Global Equity & Income Team | Mackenzie Investments

Mackenzie Global Equity & Income Team

Awards & Rankings

  • Mackenzie Income Fund (Series A)

    Winner of the 2018 Fundata FundGrade A+ Awards® for consistent and outstanding risk-adjusted performance in their respective category

Philosophy & Process

The Mackenzie Global Equity & Income Team aims to provide investors with solid long term returns and mitigated volatility along with strong dividend yields and dividend growth. The Team seeks to select high quality companies that generate strong returns on equity, pay higher dividend yields, and are run with more robust capital structures than the benchmark. We buy companies that operate at the high end of their value chain when they trade below our estimated intrinsic value. These quality businesses possess predictable economics and generate consistently high returns on invested capital and free cash flow conversion, which supports their ability to sustain dividend payouts over the long run. Moreover, our companies have tended to demonstrate a strong track record of growing their dividends during varied economic conditions and interest rate cycles. Portfolio investments are diversified across sectors and countries around the world.

Portfolio Managers

Darren McKiernan, CFA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Global Equity & Income Team

Investment experience since 1995

Eugene Profis, MBA, CFA

Vice President, Investment Management

Mackenzie Global Equity & Income Team

Investment experience since 2005

Ome Saidi, MBA, CFA

Vice President, Investment Management

Mackenzie Global Equity & Income Team

Investment experience since 2007

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

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 http://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.

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.

The FundGrade A+ rating is used with permission from Fundata Canada Inc., all rights reserved. Fundata is a leading provider of market and investment funds data to the Canadian financial services industry and business media. The FundGrade A+ rating identifies funds that have consistently demonstrated the best risk-adjusted returns throughout an entire calendar year.