Mackenzie Resource Team | Mackenzie Investments

Mackenzie Resource Team

Awards & Rankings

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Q4 2018 Commentary

December 31, 2018

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Mackenzie Minute: November 2, 2018

November 2, 2018

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Philosophy & Process

The Mackenzie Resource team aims to provide above-average capital appreciation from equity investments in natural resource companies. We believe that a company’s ability to generate Sustainable Free Cash Flow over a full pricing cycle combined with management’s acumen in allocating capital wisely are key drivers of long-term value creation within natural resource sectors. We apply a Sustainable Free Cash Flow focused approach to investing with a disciplined quantitative risk management overlay. Our Portfolio Managers bring comprehensive insight from their time in the resource industry, as well as over 15 years in investment management. 

Portfolio Managers

Benoit Gervais, MSc, CFA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Resource Team

Investment experience since 2001

Onno Rutten, MSc, MBA

Vice President

Mackenzie Resource Team

Investment experience since 2003

Scott Prieur, MBA, CFA

Associate Portfolio Manager

Mackenzie Resource Team

Investment experience since 2003

Mackenzie Canadian Resource Fund (Series A) was awarded the 2017 Thomson Reuters Lipper Fund Certificate for best 10-year performance in the Natural Resources category for the period ended July 31, 2017, out of a total of 25 funds. Performance for the fund for the period ended October 31, 2017 was as follows: -5.46% (1 year), -3.79% (3 years), -2.83% (5 years), -3.4% (10 years) and 8.36% (since inception) in January 1978.

The Lipper Fund Awards, granted annually, are part of the Thomson Reuters Awards for Excellence awarded by Lipper, Inc. and highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.  The Lipper Fund Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36, 60 and 120 month periods.  The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1.  The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award.  Lipper Leader ratings change monthly.  For more information, see Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.

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 including changes in unit value and reinvestment of all distributions and do 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.