Mackenzie Ivy Team

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

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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 Ivy Canadian Balanced Fund F, Canadian Equity Balanced Category: 3 years - 3 stars (324 funds), 5 years - 3 stars (296 funds), 10 years - 4 stars (197 funds). Mackenzie Ivy European Fund F, European Equity Category: 3 years - 4 stars (157 funds), 5 years - 4 stars (145 funds), 10 years - 4 stars (82 funds). Mackenzie Ivy Foreign Equity F, Global Equity Category: 3 years - 4 stars (1638 funds), 5 years - 4 stars (1344 funds), 10 years - 3 stars (642 funds). Mackenzie Ivy Global Balanced F, Global Equity Balanced Category: 3 years - 4 stars (1026 funds), 5 years - 4 stars (880 funds), 10 years - 4 stars (431 funds).