We invest in distinctive industry leaders with unique competitive advantages such as intellectual property or high barriers to entry that can protect them from competition and have the potential to drive durable, sustainable returns.
“We curate a very small number of companies that you would hope to be able to own for long periods of time. Once a company is on our shortlist, it rarely leaves, and the main thing that pushes us in and out is valuations.”
Joined Bluewater in 1995; investment experience since 1985
“A lot of companies have great long-term track records, but that record is predicated on the environment continuing the way it has always been.”
Joined Bluewater in 2012; investment experience since 1995
Joined Bluewater in 2010; investment experience since 2010
Joined Bluewater in 2022; investment experience since 2001
Joined Bluewater in 2022; investment experience since 2003
Winner of the 2022 Lipper Funds Award from Refinitiv for the best 10-year performance in the Canadian Equity Balanced and Canada Focused Equity classifications.
* Revealed: The top 30 female fund managers in the world, Citywire Alpha Female Report 2020
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Morningstar Star Ratings reflect performance of Series F as of Feburary 28, 2023 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 www.morningstar.ca.
Mackenzie Bluewater Canadian Growth Balanced Fund F, Canadian Equity Balanced Category: 3 years - 4 stars (324 funds), 5 years - 5 stars (296 funds), 10 years - 5 stars (197 funds). Mackenzie Bluewater Canadian Growth Fund F, Canadian Focused Equity Category: 3 years - 4 stars (539 funds), 5 years - 5 stars (494 funds), 10 years - 5 stars (323 funds). Mackenzie Bluewater Global Growth Fund F, Global Equity Category: 4 years - 3 stars (1638 funds), 5 years - 4 stars (1344 funds), 10 years - 4 stars (642 funds).
The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.
Mackenzie Canadian Growth Balanced Fund (Series F) was awarded the Refinitiv Lipper Fund Awards Canada 2022 Winner for Best Canadian Equity Balanced Fund Over Ten Years, out of 42 funds. Performance for the fund for the period ended September 30, 2022, is as follows: -8.8% (1 year), 4.3% (3 years), 6.1% (5 years), 9.3% (10 years) and 7.1% (since inception on December 06, 1999).
Mackenzie Canadian Growth Fund (Series F) was awarded the Refinitiv Lipper Fund Awards Canada 2022 Winner for Best Canadian Focused Equity Over Ten Years, out of 57 funds. Performance for the fund for the period ended September 30, 2022, is as follows: -8.6% (1 year), 7.2% (3 years), 8.4% (5 years), 12.6% (10 years) and 8.9% (since inception on December 06, 1999).
Refinitiv Lipper Fund Awards, ©2022 Refinitiv. All rights reserved. Used under license