Income Confidence | Mackenzie Investments

Income Confidence

All it comes down to is choosing
a balance that's just right for you.

Morningstar Canada

Mackenzie
Income Fund

Seeks to provide investors with a stable income stream and long-term capital appreciation through yield-focused investment strategies.

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Morningstar Canada

Mackenzie Strategic Income Fund

Invests in a diverse portfolio of primarily income-producing securities with the aim of providing a superior risk/return profile across all market environments.

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Morningstar Canada

Mackenzie Global Strategic Income Fund

Aims to capitalizes on global opportunities to deliver the maximum relative return for risk across the global income spectrum.

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Mackenzie US Strategic Income Fund

Seeks to deliver income, growth and a focus on risk management in a single solution that invests primarily in US fixed-income and income-oriented equity securities.

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Mackenzie USD Global Strategic Income Fund

Aims to capitalizes on global opportunities to deliver the maximum relative return for risk across the global income spectrum.

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Mackenzie’s actively managed funds can check all of the boxes:

  • Generate returns to meet income needs while managing portfolio risk
  • Protect downside from significant bear markets
  • Diversify without over-complicating
  • Tactically allocate to different opportunities

Speak to your financial advisor for more information about our income-focused balanced solutions.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual funds. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. The content of this brochure (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavor to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.

Morningstar Star Ratings reflect performance of Series F as of August 31, 2018 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. Quartile rankings and peers beaten are calculated by Mackenzie Investments based on the fund series-level data Morningstar provides. The CIFSC categories, Star Ratings, number of funds in each category, and annual compounded performance for the standard periods are:

Mackenzie Income Fund Series F, Canadian Fixed Income Balanced category: 3 years - 4 stars (432 funds) 4.8%, 5 years - 5 stars (342 funds) 6.1%, 10 years - 5 stars (136 funds) 5.3%. Mackenzie Strategic Income Fund Series F, Canadian Neutral Balanced category: 3 years - 5 stars (534 funds) 7.4%, 5 years - 4 stars (434 funds) 7.3%, 10 years – 5 stars (152 funds) 7.0%. Mackenzie Global Strategic Income Fund Series F, Global Neutral Balanced category: 3 years – 4 stars (978 funds) 6.6%, 5 years - 4 stars (704 funds) 8.9%, 10 years - 4 stars (292 funds) 7.1%.