Celebrating 5 Years of Dividend Investing Success | Mackenzie Investments

Celebrating 5 Years of Dividend Investing Success

Mackenzie Global Dividend Fund

Since taking over management responsibilities of Mackenzie Global Dividend Fund five years ago, Darren McKiernan and his Team have guided the Fund through varied economic conditions and interest rate environments to deliver attractive returns. Over this period, the Fund has outperformed 91% of its Morningstar Global Equity peer group*.

Delivering on their Investment Discipline

Darren and his Team have brought proven expertise in global dividend investing to the Fund and have achieved success by focusing on high-quality, dividend-paying franchises across geographies and industries.

Portfolio Manager and Head of Mackenzie Global Equity and Income Team, Darren McKiernan, discusses how the team has navigated markets over the past 5 years, whether dividend-paying companies are still attractive, and how the Fund is positioned for the future.


To learn more about the Fund, speak to your financial advisor

*Portfolio manager fully implemented new strategy on February 1, 2014.

Annualized Performance:
Mackenzie Global Dividend Fund – Series F: 1 year -3.2%, 3-year 7.0%, 5-year 11.0%, 10-year 12.1%
Morningstar Global Equity Peer Group: 1-year -2.9%, 3-year 6.7%, 5-year 7.6%, 10-year 10.2%
MSCI World NR Index (CAD): 1-year 0.0%, 3-year 8.7%, 5-year 10.5%, 10-year 12.2%
Percentage of Peers Beaten: 1-year 48, 3-year 53, 5-year 91, 10-year 84

Source: Morningstar, as of January 31, 2019.

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Mackenzie Global Dividend Fund for the 1-, 3-, 5- and 10-year periods as of January 31, 2019. The percentile rankings compare how a fund has performed relative to other funds in a particular category and are subject to change monthly. The number of Global Equity funds for the Mackenzie Global Dividend Fund for each period are as follows: one year – 1,817; three years – 1,239; five years – 902; 10 years – 451.

Commissions, trailing commissions, management fees, brokerage fees and expenses may be associated with investment funds. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution, or optional charges or income taxes payable by any security holder that would have reduced returns. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated.

This document may contain forward-looking information which reflect our or third party current expectations or forecasts of future events. Forward-looking information is inherently subject to, among other things, risks, uncertainties and assumptions that could cause actual results to differ materially from those expressed herein. These risks, uncertainties and assumptions include, without limitation, general economic, political and market factors, interest and foreign exchange rates, the volatility of equity and capital markets, business competition, technological change, changes in government regulations, changes in tax laws, unexpected judicial or regulatory proceedings and catastrophic events. Please consider these and other factors carefully and not place undue reliance on forward-looking information. The forward-looking information contained herein is current only as of January 31, 2019. There should be no expectation that such information will in all circumstances be updated, supplemented or revised whether as a result of new information, changing circumstances, future events or otherwise.