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Mackenzie’s investment management team recognized at Lipper® Awards

TORONTO – November 8, 2018 – Mackenzie Investments has been recognized for industry-leading fund performance at the prestigious Thomson Reuters Lipper® Fund Awards.

 

"Congratulations to our outstanding fund managers for being honoured once again at these esteemed awards,” said Barry McInerney, President and CEO of Mackenzie Investments. “The investment management team at Mackenzie has an incredibly high standard of excellence, which translates seamlessly into the holistic solutions we offer advisors and their clients.”

This Mackenzie investment management team was recognized at yesterday’s Lipper Fund Awards as follows: 

Fund name Recognition at Lipper Awards Portfolio Managers
Mackenzie Canadian Growth Fund Series A Best five-year performance (16.13%) in the Canadian Focused Equity classification Managed by Dina DeGeer and David Arpin, Portfolio Managers and Shah Khan and Hui Wang, Associate Portfolio Managers
Mackenzie Canadian Growth Balanced Fund Series A Best five-year performance (11.64%) in the Canadian Equity Balanced classification Managed by Portfolio Managers Dina DeGeer, David Arpin, Steve Locke, Alain Bergeron, Felix Wong, Konstantin Boehmer, Dan Cooper and Movin Mokbel

Lipper® tracks 125,000 funds worldwide. Each year Lipper® recognizes funds that lead the way in delivering strong, risk-adjusted performance. The Lipper® Fund Awards recognize the most successful funds for their performance over various time periods relative to their peers.

About Mackenzie Investments

Mackenzie Investments was founded in 1967, and is a leading investment management firm providing investment advisory and related services. With $135.1 billion in assets under management as of October 31, 2018, Mackenzie Investments distributes its investment services through multiple distribution channels to both retail and institutional investors. Mackenzie Investments is a member of the IGM Financial Inc. (TSX: IGM) group of companies. IGM Financial is one of Canada's premier financial services companies with $153.09 billion in total assets under management as of October 31, 2018.

About the Thomson Reuters Lipper Fund Awards

The Thomson Reuters Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers for the period ended July 31, 2018.  The 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 Lipper Fund Award.  For more information, see www.lipperfundawards.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data, the accuracy is not guaranteed by Lipper.

Mackenzie Canadian Growth Fund (Series A) was awarded the 2018 Thomson Reuters Lipper Fund Certificate for best five-year performance in the Canadian Focused Equity category for the period ended July 31, 2018, out of a total of 93 funds. Performance for the fund for the period ended September 30, 2018 was as follows: 12.12% (1 year), 12.70% (3 years), 15.67% (5 years), 9.09% (10 years) and 9.96% (since inception) in January 1976.

Mackenzie Canadian Growth Balanced Fund (Series A) was awarded a 2018 Thomson Reuters Lipper Fund Certificate for best five-year performance in the Canadian Equity Balanced category for the period ended July 31, 2018, out of a total of 54 funds. Performance for the fund for the period ended September 30, 2018 was as follows: 8.55% (1 year), 8.67% (3 years), 11.37% (5 years), 6.95% (10 years) and 6.87% (since inception) in November 1996.

For further information, please contact:

Kieran Lawler
Proof Communications
416-969-1665
klawler@getproof.com