Mackenzie Resource Team

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

Mackenzie Precious Metals Class (Series A)

Winner of the 2016 Lipper Fund Award for best 5-year performance in the Precious Metals Equity category

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

FOR ADVISOR USE ONLY. No portion of this communication may be reproduced or distributed to the public as it does not comply with investor sales communication rules. Mackenzie disclaims any responsibility for any advisor sharing this with investor.

Mackenzie Precious Metals Class (Series A) was awarded the 2016 Thomson Reuters Lipper Fund Award for best five-year performance in the Precious Metals Equity category for the period ended July 31, 2016, out of a total of 11 funds. Performance for the fund for the period ended September 30, 2016 was as follows: 111.7% (1 year), 19.1% (3 years), -5.4% (5 years), 2.1% (10 years) and 11.9% (since inception) in October 2000. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 2 (5 years), 3 (10 years).

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 lipperweb.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. From Thomson Reuters Lipper Awards, © 2016 Thomson Reuters. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited.

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.