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Investment experience since 1991
Joined Mackenzie in 2011; investment experience since 1991
Investment experience since 2000
Joined Mackenzie in 2014; investment experience since 2000
Investment experience since 2011
Joined Mackenzie in 2011; investment experience since 2011
Winner of the 2022 Lipper Funds Award from Refinitiv for the best 5-year performance in the US Small/Mid Cap Equity classification.
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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 US Small-Mid Cap Growth Fund (Series F) was awarded the Refinitiv Lipper Fund Awards Canada 2022 Winner for Best US Small/Mid Cap Fund Over Five Years, out of 23 funds. Performance for the fund for the period ended September 30, 2022, is as follows: -13.7% (1 year), 4.7% (3 years), 9.7% (5 years), 13.4% (10 years) and 10.6% (since inception on January 09, 2003).
Refinitiv Lipper Fund Awards, ©2022 Refinitiv. All rights reserved. Used under license.
