Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns as of January 01, 2019 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. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
The rate of return is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of Mackenzie Ivy Global Balanced Fund, Mackenzie Ivy Foreign Equity Fund, Mackenzie Ivy Canadian Balanced Fund and Mackenzie Ivy Canadian Fund or returns on investment in Mackenzie Ivy Global Balanced Fund, Mackenzie Ivy Foreign Equity Fund, Mackenzie Ivy Canadian Balanced Fund and Mackenzie Ivy Canadian Fund.
Morningstar Star Ratings reflect performance of Series F units as of July 31, 2019 and are subject to change monthly. The ratings are an objective, quantitative measure of a fund's historical risk-adjusted performance relative to other funds in its category. Only funds with at least a three-year track record are considered. The overall star rating for a fund is a weighted combination calculated from a fund's 3, 5, and 10-year returns, as available, measured against the 91-day Treasury bill and peer group returns. A fund can only be rated if there are a sufficient number of funds in its peer group to allow comparison for at least three years. If a fund scores in the top 10% of its fund category, it gets 5 stars; if it falls in the next 22.5%, it receives 4 stars; a place in the middle 35% earns a fund 3 stars; those in the next 22.5% receive 2 stars; and the lowest 10% receive 1 star. For more details on the calculation of Morningstar Star Ratings, see morningstar.ca.
The CIFSC categories, Star Ratings and number of funds in each category for the standard periods are: Mackenzie Ivy Global Balanced Fund Series F, Global Equity Balanced category: 3 years - 3 stars (958 funds), 5 years - 4 stars (577 funds), 10 years - 5 stars (284 funds). Mackenzie Ivy Canadian Balanced Fund Series F, Canadian Equity Balanced category: 3 years - 3 stars (391 funds), 5 years - 4 stars (308 funds), 10 years - 4 stars (175 funds). Mackenzie Ivy Canadian Fund Series F, Canadian Focused Equity category: 3 years - 3 stars (605 funds), 5 years - 4 stars (467 funds), 10 years - 4 stars (210 funds).