Codes & Fees – Mackenzie Global Growth Balanced Fund Series PW | Mackenzie Investments

Mackenzie Global Growth Balanced Fund Series PW

Asset Class: Global Balanced
MER as of September 30, 2018
Series Current sort (ascending) Prefix sort by Prefix Front End CAD sort by Front End CAD Back End CAD sort by Back End CAD Low Load 2 CAD sort by Low Load 2 CAD Low Load 3 CAD sort by Low Load 3 CAD Front End USD sort by Front End USD Back End USD sort by Back End USD Low Load 2 USD sort by Low Load 2 USD Low Load 3 USD sort by Low Load 3 USD Mgmt Fee % sort by Mgmt Fee % MER % sort by MER % Fixed Rate Distribution sort by MER %
A MFC 5937 5938 7304 5939 1.85%
D MFC 5940 1.10%
F MFC 5941 0.75%
F5 # MFC 5942 0.75% 5.00%
F8 # MFC 5943 0.75% 8.00%
FB MFC 5944 0.85%
FB5 # MFC 5945 0.85% 5.00%
O MFC 5946
PW MFC 5947 1.75%
PWFB MFC 5950 0.75%
PWFB5 # MFC 5951 0.75% 5.00%
PWT5 # MFC 5948 1.75% 5.00%
PWT8 # MFC 5949 1.75% 8.00%
PWX MFC 5952
PWX8 # MFC 5953 8.00%
T5 # MFC 5954 5955 7305 5956 1.85% 5.00%
T8 # MFC 5957 5958 7306 5959 1.85% 8.00%
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Other Global Balanced Funds

Portfolio Managers

Dina DeGeer, MBA, CFA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Bluewater Team

Investment experience since 1985

David Arpin, MA, CFA

Senior Vice President, Portfolio Manager

Mackenzie Bluewater Team

Investment experience since 1995

Steve Locke, MBA, CFA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Fixed Income Team

Investment experience since 1995

Konstantin Boehmer, MBA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 2003

Felix Wong, MBA, CFA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 1988

Alain Bergeron, CFA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Multi-Asset Strategies Team

Investment experience since 2000

#This series pays a monthly annual fixed rate distribution.

Commissions, trailing commissions, management fees, brokerage fees and expenses may be associated with investment funds. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution, or optional charges or income taxes payable by any security holder that would have reduced returns. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated.

For changes in the business, operations or affairs of an investment fund, and reorganization or acquisition of assets in an investment fund during the most recent 10 years that could have materially affected the performance of the investment fund, please refer to the "Major Changes During the Last 10 Years” section in the most recent Annual Information Form.

Mutual Fund US Dollar Settlement Option details.

Index performance does not include the impact of fees, commissions, and expenses that would be payable by investors in the investment products that seek to track an index.

The rate of return is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the investment fund or asset allocation service or returns on investment in the investment fund or from the use of the asset allocation service.

* The blended index is composed of 65% MSCI World and 35% ICE BofA Merrill Lynch Global Broad Market (Hedged to CAD).