Award-winning Performance | Mackenzie Investments

Award-winning Performance

Meet our Managers

Phil Taller

Phil Taller, MBA, CFA

SVP, Portfolio Manager, Head of the Mackenzie Growth Team
Investment Executive's 2018 Mutual Fund Manager of the Year

Mackenzie Growth Team

Mackenzie US Mid Cap Growth Class (Series A)

Winner of the 2018 Fundata FundGrade A+ Awards® for consistent and outstanding risk-adjusted performance in their respective category

15 Years of Investing for Growth video
Fund Insight:
The Case for the US Mid Cap Space
Dina DeGeer

Dina DeGeer, MBA, CFA

SVP, Portfolio Manager, Head of the Mackenzie Bluewater Team
One of Citywire's Top 100 money managers in the world

Mackenzie Bluewater Team

Mackenzie Canadian Growth Fund (Series A)

Winner of the 2018 Fundata FundGrade A+ Awards® for consistent and outstanding risk-adjusted performance in their respective category

Winner of the 2018 Lipper Fund Award for best 5-year performance in the Canadian Focused Equity classification

Mackenzie Canadian Growth Balanced Fund (Series A)

Winner of the 2018 Fundata FundGrade A+ Awards® for consistent and outstanding risk-adjusted performance in their respective categories

Winner of the 2018 Lipper Fund Award for best 5-year performance in the Canadian Equity Balanced classification

Team Profile: Mackenzie Bluewater Team
Earn More By Losing Less
Darren McKiernan

Darren McKiernan, CFA

SVP, Portfolio Manager, Head of the Mackenzie Global Equity & Income Team

Mackenzie Global Equity & Income Team

Mackenzie Global Dividend Fund (Series A)

Winner of the 2017 Fundata FundGrade A+ Award for consistent and outstanding risk-adjusted performance in its category

Mackenzie Global Strategic Income Fund (Series A)

Winner of the 2017 Fundata FundGrade A+ Awards® for consistent and outstanding risk-adjusted performance in their respective category

5 Years of Dividend Investing
Success video
Dividend Investing:
Tried and True for a Reason

Talk to your financial advisor for more information.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. 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 do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Morningstar Star Ratings reflect performance of Series F as of March 31, 2019 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 U.S. Mid Cap Growth Class Series F, US Small/Mid Cap Equity category: 1 year - n/a stars 23.2%, 3 years - 5 stars (251 funds) 18.2%, 5 years - 5 stars (144 funds) 14.2%, 10 years - 4 stars (66 funds) 16.0%. Mackenzie Canadian Growth Fund Series F, Canadian Focused Equity category: 1 year - n/a stars 7.6%, 3 years - 5 stars (586 funds) 12.7%, 5 years - 5 stars (442 funds) 14.2%, 10 years - 5 stars (206 funds) 12.6%. Mackenzie Global Dividend Fund Series F, Global Equity category: 1 year - n/a stars 7.9%, 3 years - 4 stars (1,281 funds) 10.2%, 5 years - 4 stars (907 funds) 11.3%, 10 years - 5 stars (446 funds) 13.4%.

Mackenzie Canadian Growth Fund (Series A) was awarded the 2018 Thomson Reuters Lipper Fund Certificate for best five-year performance in the Canadian Focused Equity category for the period ended July 31, 2018, out of a total of 93 funds. Performance for the fund for the period ended September 30, 2018 was as follows: 2.6% (1 year), 6.7% (3 years), 11.1% (5 years), 9.8% (10 years) and 9.6% (since inception) in January 1976.

Mackenzie Canadian Growth Balanced Fund (Series A) was awarded a 2018 Thomson Reuters Lipper Fund Certificate for best five-year performance in the Canadian Equity Balanced category for the period ended July 31, 2018, out of a total of 54 funds. Performance for the fund for the period ended December 31, 2018 was as follows: 2.1% (1 year), 4.7% (3 years), 8.2% (5 years), 7.1% (10 years) and 6.4% (since inception) in November 1996.

The Thomson Reuters Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers for the period ended July 31, 2018. The Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Lipper Fund Award. For more information, see www.lipperfundawards.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data, the accuracy is not guaranteed by Lipper.

Mackenzie Canadian Growth Balanced Fund (Series A) was awarded the 2017 Thomson Reuters Lipper Fund Award for best three-year performance in the Canadian Equity Balanced category for the period ended July 31, 2017, out of a total of 59 funds and a 2017 Thomson Reuters Lipper Fund Certificate for best five-year performance in the Canadian Equity Balanced category for the period ended July 31, 2017, out of a total of 54 funds. Performance for the fund for the period ended was as follows: 1.15% (1 year), 5.93% (3 years), 9.47% (5 years), 7.56% (10 years) and 6.66% (since inception) in November 1996.

Mackenzie Canadian Growth Fund (Series A) was awarded the 2017 Thomson Reuters Lipper Fund Award for best three-year performance in the Canadian Focused Equity category for the period ended July 31, 2017, out of a total of 104 funds. Performance for the fund for the period ended was as follows: 2.77% (1 year), 8.48% (3 years), 12.97% (5 years), 10.31% (10 years) and 9.8% (since inception) in January 1976.

The Lipper Fund Awards, granted annually, are part of the Thomson Reuters Awards for Excellence awarded by Lipper, Inc. and highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36, 60 and 120 month periods. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see lipperweb.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.

FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the "best of the best" among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from "A" to "E" receives a score from 4 to 0, respectively. A fund's average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award.

For more information, see http://www.fundgradeawards.com/. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.

The Fundata FundGrade A+ Awards are presented annually to Canadian investment funds that achieve consistently high FundGrade scores through an entire calendar year. In 2016, 225 top-performing Canadian mutual funds, exchange traded funds, and segregated funds from 56 fund companies were awarded a FundGrade A+ Rating. FundGrade A+ is a supplemental calculation to the FundGrade ratings and is performed at the end of each calendar year. Eligible funds must have received a FundGrade rating every month in the previous year. FundGrade A+ uses a "GPA-style" calculation, where monthly FundGrades from "A" to "E" receive scores from 4 to 0, respectively. A fund's average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded an A+ rating.

For more information on the FundGrade rating system, visit their corporate website.

The FundGrade A+ rating is used with permission from Fundata Canada Inc., all rights reserved. Fundata is a leading provider of market and investment funds data to the Canadian financial services industry and business media. The FundGrade A+ rating identifies funds that have consistently demonstrated the best risk-adjusted returns throughout an entire calendar year.