Commentary – Mackenzie US All Cap Growth Fund Series FB | Mackenzie Investments

Mackenzie US All Cap Growth Fund Series FB

Asset Class: US Equity

Fund Commentary

Q1 2019 Commentary – Mackenzie US All Cap Growth Fund

For Q1 2019, the Fund returned 15.1% vs. S&P 500 Total Return Index ($CDN) which retuned 11.3%..

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Q4 2018 Commentary – Mackenzie US All Cap Growth Fund

For Q4 2018, the Fund returned -10.0% vs. S&P 500 Total Return Index ($CDN) which retuned -8.7%.

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Q3 2018 Commentary – Mackenzie US All Cap Growth Fund

For Q3 2018, the Fund returned a hefty 7.6% vs. S&P 500 Total Return Index ($CDN) which retuned 5.8%.

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Q2 2018 Commentary – Mackenzie US All Cap Growth Fund

For Q2 2018, the Fund returned a hefty 9.6% vs. S&P 500 Total Return Index ($CDN) which retuned 5.6%. For the three-month period ending June 30, 2018, the strategy beat its benchmark, the S&P 500 Index by a hefty 400 bps for the second quarter in a row. Stock selection within information technology and health care were the main contributors. Our underweight in the energy sector was a minor detractor for the period.

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Fund Commentary

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Other US Equity Funds

Portfolio Managers

Richard Bodzy, MBA

Portfolio Manager

Putnam Investments Inc.

Investment experience since 2004

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 S&P 500 Index is a market capitalization weighted index of 500 widely held securities, designed to measure broad U.S. equity performance.