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Financial Statements and MRFPs
| Fund Name | Financial Statements | Management Report of Fund Performance | Quarterly Portfolio Disclosure | |||
|---|---|---|---|---|---|---|
| March 31, 2023 | September 30, 2023 | March 31, 2023 | September 30, 2023 | June 30,2023 | December 31, 2023 | |
| Mackenzie FuturePath Canadian Balanced Fund | Annual | Semi-annual | Annual | Semi-annual | 1st quarter | 3rd quarter |
| Mackenzie FuturePath Canadian Core Bond Fund | Annual | Semi-annual | Annual | Semi-annual | 1st quarter | 3rd quarter |
| Mackenzie FuturePath Canadian Core Fund | Annual | Semi-annual | Annual | Semi-annual | 1st quarter | 3rd quarter |
| Mackenzie FuturePath Canadian Core Plus Bond Fund | Annual | Semi-annual | Annual | Semi-annual | 1st quarter | 3rd quarter |
| Mackenzie FuturePath Canadian Dividend Fund | Annual | Semi-annual | Annual | Semi-annual | 1st quarter | 3rd quarter |
| Mackenzie FuturePath Canadian Equity Balanced Fund | Annual | Semi-annual | Annual | Semi-annual | 1st quarter | 3rd quarter |
| Mackenzie FuturePath Canadian Fixed Income Portfolio | Annual | Semi-annual | Annual | Semi-annual | 1st quarter | 3rd quarter |
| Mackenzie FuturePath Canadian Growth Fund | Annual | Semi-annual | Annual | Semi-annual | 1st quarter | 3rd quarter |
| Mackenzie FuturePath Canadian Money Market Fund | Annual | Semi-annual | Annual | Semi-annual | 1st quarter | 3rd quarter |
| Mackenzie FuturePath Canadian Sustainable Equity Fund | Annual | Semi-annual | Annual | Semi-annual | 1st quarter | 3rd quarter |
| Mackenzie FuturePath Global Balanced Fund | Annual | Semi-annual | Annual | Semi-annual | 1st quarter | 3rd quarter |
| Mackenzie FuturePath Global Core Fund | Annual | Semi-annual | Annual | Semi-annual | 1st quarter | 3rd quarter |
| Mackenzie FuturePath Global Core Plus Bond Fund | Annual | Semi-annual | Annual | Semi-annual | 1st quarter | 3rd quarter |
| Mackenzie FuturePath Global Equity Balanced Fund | Annual | Semi-annual | Annual | Semi-annual | 1st quarter | 3rd quarter |
| Mackenzie FuturePath Global Equity Balanced Portfolio | Annual | Semi-annual | Annual | Semi-annual | 1st quarter | 3rd quarter |
| Mackenzie FuturePath Global Equity Portfolio | Annual | Semi-annual | Annual | Semi-annual | 1st quarter | 3rd quarter |
| Mackenzie FuturePath Global Fixed Income Balanced Portfolio | Annual | Semi-annual | Annual | Semi-annual | 1st quarter | 3rd quarter |
| Mackenzie FuturePath Global Growth Fund | Annual | Semi-annual | Annual | Semi-annual | 1st quarter | 3rd quarter |
| Mackenzie FuturePath Global Neutral Balanced Portfolio | Annual | Semi-annual | Annual | Semi-annual | 1st quarter | 3rd quarter |
| Mackenzie FuturePath Global Value Fund | Annual | Semi-annual | Annual | Semi-annual | 1st quarter | 3rd quarter |
| Mackenzie FuturePath Monthly Income Balanced Portfolio | Annual | Semi-annual | Annual | Semi-annual | 1st quarter | 3rd quarter |
| Mackenzie FuturePath Monthly Income Conservative Portfolio | Annual | Semi-annual | Annual | Semi-annual | 1st quarter | 3rd quarter |
| Mackenzie FuturePath Monthly Income Growth Portfolio | Annual | Semi-annual | Annual | Semi-annual | 1st quarter | 3rd quarter |
| Mackenzie FuturePath US Core Fund | Annual | Semi-annual | Annual | Semi-annual | 1st quarter | 3rd quarter |
| Mackenzie FuturePath US Growth Fund | Annual | Semi-annual | Annual | Semi-annual | 1st quarter | 3rd quarter |
| Mackenzie FuturePath US Value Fund | Annual | Semi-annual | Annual | Semi-annual | 1st quarter | 3rd quarter |
| Mackenzie FuturePath USD US Core Fund | n/a | Semi-annual | n/a | Semi-annual | n/a | 3rd quarter |
| Mackenzie FuturePath Shariah Global Equity Fund | n/a | Semi-annual | n/a | Semi-annual | n/a | 3rd quarter |