Codes & Fees – Mackenzie Strategic Income Class Series T8 MFC1961 MFC3690 MFC4201 | Mackenzie Investments

Mackenzie Strategic Income Class Series T8

Asset Class: Canadian Balanced
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 % Fixed Rate Distribution sort by MER %
A MFC 1951 ** 3687 ** 4198 ** 1952 ** 3688 ** 4199 ** 1.85% 2.26%
F MFC 1953 ** 1861 ** 0.70% 0.97%
F5 # MFC 1954 ** 0.70% 0.97% 5.00%
F8 # MFC 1955 ** 0.70% 0.95% 8.00%
I MFC
J MFC 1956 ** 1.55% 1.91%
J5 # MFC 1957 ** 1.55% 2.05% 5.00%
J8 # MFC 1958 ** 1.55% 2.06% 8.00%
O MFC 1959 **
T5 # MFC 1960 ** 3689 ** 4200 ** 1.85% 2.25% 5.00%
T8 # MFC 1961 ** 3690 ** 4201 ** 1.85% 2.27% 8.00%
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Other Canadian Balanced Funds

Portfolio Managers

Steve Locke, MBA, CFA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Fixed Income Team

Investment experience since 1995

Dan Cooper, CFA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 2003

Movin Mokbel, MBA, CFA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 2000

Martin Downie, CFA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie North American Equities Team

Investment experience since 1984

Tim Johal, CFA

Vice President, Portfolio Manager

Mackenzie North American Equities Team

Investment experience since 2000

Darren McKiernan, CFA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Global Equity & Income Team

Investment experience since 1995

#This series pays a monthly annual fixed rate distribution.
**Closed to new investments

Note: Effective September 29, 2016, Mackenzie Investments will no longer permit purchases of securities in Mackenzie Strategic Income Class.

A trust version of this fund is available for sale: Mackenzie Strategic Income Fund

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 50% S&P/TSX Composite Index and 50% FTSE Canada Universe Bond Index.