Codes & Fees – Mackenzie Global Small Cap Fund Series FB MFC4876 | Mackenzie Investments

Mackenzie Global Small Cap Fund Series FB

Asset Class: Global Equity
MER as of March 31, 2019
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 %
A MFC 296 286 7009 3181 2.00% 2.48%
D MFC 4611 1.25% 1.58%
F MFC 076 0.80% 1.09%
FB MFC 4876 1.00% 1.37%
G MFC 2223 1.50% 1.94%
I MFC 972 ** 1.35% 1.80%
J MFC 3790 ** 1.75% 2.28%
O MFC 1412 0.01%
PW MFC 6101 1.80% 2.17%
PWFB MFC 6861 0.80% 1.08%
PWX MFC 6027
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Other Global Equity Funds

Portfolio Managers

Richard B. Weed, CFA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Systematic Strategies Team

Investment experience since 1992

**Closed to new investments

The Series G versions of this fund are closed to new investments.

On July 26, 2013, the Fund changed its investment objectives to broaden the investment objectives of the Fund from a North American fund to a global fund. The past performance before this date was achieved under the previous objectives.

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 MSCI ACWI Small Cap Index is a free float adjusted, market capitalization index that is designed to measure equity market performance of global small caps. It consists of over 6,400 securities across developed and emerging markets.