PURE.
PERFORMANCE.

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Morningstar Star Ratings reflect performance of Series F as of October 31, 2023, 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.

Mackenzie US All Cap Growth Fund Series F, US Equity category: 3 years – 2 stars (1221 funds), 5 years – 5 stars (1012 funds), 10 years – 5 stars (512 funds).

Mackenzie Global Dividend Fund Series F, Global Equity category: 3 years - 4 stars (1608 funds), 5 years - 5 stars (1414 funds), 10 years - 5 stars (649 funds).

Mackenzie Strategic Bond Fund Series F, Canadian Fixed Income category: 3 years – 4 stars (473 funds), 5 years – 4 stars (416 funds), 10 years – 5 stars (260 funds). 

Mackenzie USD Global Strategic Income fund Series F, Global Neutral Balanced category: 3 years – 4 stars (1309 funds), 5 years – 5 stars (1138 funds), 10 years – n/a stars (592 funds).

Mackenzie Strategic Income Series F, Canadian Neutral Balanced category: 3 years – 4 stars (358 funds), 5 years – 4 stars (334 funds), 10 years – 5 stars (253 funds).

Mackenzie USD Unconstrained Fixed Income Series F, Multi-Sector Fixed Income category: 3 years – 4 stars (249 funds), 5 years – 5 stars (214 funds), 10 years – n/a stars (62 funds).

Mackenzie Emerging Markets Series F, Emerging Markets Equity category: 3 years – 5 stars (227 funds), 5 years – 5 stars (203 funds), 10 years – n/a stars (105 funds).

Mackenzie Precious Metals Series F, Precious Metals Equity category: 3 years – 4 stars (59 funds), 5 years – 4 stars (50 funds), 10 years – 5 stars (43 funds).

Mackenzie China A-Shares CSI 300 ETF, Greater China Equity category: 3 years – 4 stars (57 funds), 5 years – 5 stars (52 funds), 10 years – n/a stars (33 funds).

Mackenzie US TIPS ETF (CAD-Hedged), Global Fixed Income category: 3 years – 4 stars (308 funds), 5 years – 5 stars (220 funds), 10 years – n/a stars (79 funds).

Mackenzie Core Plus Canadian Fixed Income ETF, Canadian Fixed Income category: 3 years – 4 stars (473 funds), 5 years – 5 stars (416 funds), 10 years – n/a stars (260 funds).

Mackenzie US Large Cap Equity ETF, US Equity category: 3 years – 4 stars (1221 funds), 5 years – 5 stars (1012 funds), 10 years – n/a stars (512 funds).

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 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.

Mackenzie Canadian Equity Fund Series A was recognized for outstanding fund performance at the 2022 Fundata FundGrade A+ Awards in the Canadian Equity category out of a total of 371 funds. Performance for the fund for the period ended December 31, 2022 is as follows: -3.1% (1 year), 8.5% (3 years), 6.3% (5 years), 7.3% (10 years) and 9.0% (since inception- January 2009).

Mackenzie Global Resource Fund II Series A was recognized for outstanding fund performance at the 2022 Fundata FundGrade A+ Awards in the Natural Resources Equity category out of a total of 71 funds. Performance for the fund for the period ended December 31, 2022 is as follows: 16.5% (1 year), 20.0 (3 years), 10.8 (5 years), 6.8% (10 years) and 5.8% (since inception- May 2002).

Mackenzie Greenchip Global Environmental All Cap Fund Series A was recognized for outstanding fund performance at the 2022 Fundata FundGrade A+ Awards in the Global Small/Mid Cap Equity category out of a total of 127 funds. Performance for the fund for the period ended December 31, 2022 is as follows: -5.5% (1 year), 15.8% (3 years), and 18.2% (since inception- October 2018).

Mackenzie Greenchip Global Environmental All Cap Fund Series A was recognized for outstanding fund performance at the 2022 Fundata FundGrade A+ Awards in the RI Equity category out of a total of 424 funds. Performance for the fund for the period ended December 31, 2022 is as follows: -5.5% (1 year), 15.8% (3 years), and 18.2% (since inception- October 2018).

Mackenzie China A-Shares CSI 300 Index ETF (QCH) was recognized for outstanding fund performance at the 2022 Fundata FundGrade A+ Awards in the Greater China Equity category out of a total of 38 funds. Performance for the fund for the period ended December 29, 2022 is as follows: -21.2% (1 year), 2.0% (3 years) and -0.1% (since inception- February 2018).

Mackenzie Core Plus Canadian Fixed Income ETF (MKB) was recognized for outstanding fund performance at the 2022 Fundata FundGrade A+ Awards in the Canadian Fixed Income category out of a total of 311 funds. Performance for the fund for the period ended December 29, 2022 is as follows: -11.2% (1 year), -1.3% (3 years), 0.8% (5 years), and 1.3% (since inception- April 2016).

Mackenzie International Equity Index ETF (CAD-Hedged) (QDXH) was recognized for outstanding fund performance at the 2022 Fundata FundGrade A+ Awards in the International Equity category out of a total of 399 funds. Performance for the fund for the period ended December 29, 2022 is as follows: -5.9% (1 year), 3.6% (3 years) and 3.7% (since inception- January 2018).

Mackenzie US TIPS Index ETF (CAD-Hedged) (QTIP) was recognized for outstanding fund performance at the 2022 Fundata FundGrade A+ Awards in the Global Fixed Income category out of a total of 286 funds. Performance for the fund for the period ended December 29, 2022 is as follows: -12.4% (1 year), 0.7% (3 years) and 1.6% (since inception- January 2018).

Mackenzie Global Resource Fund (Series F) was awarded the LSEG Lipper Fund Awards Canada 2023 Winner for Best Natural Resources Equity Fund Over Ten Years, out of 19 funds. Performance for the fund for the period ended September 30, 2023, is as follows. 17.41% (1 year), 29.80% (3 years), 10.85% (5 years), 4.68% (10 years), and 9.65% (since inception on December 6, 1999).

Mackenzie Core Plus Canadian Fixed Income ETF was awarded the LSEG Lipper Fund Awards Canada 2023 Winner for Best Canadian Fixed Income ETF Over Five Years, out of 21 ETFs. Performance for the fund for the period ended September 30, 2023, is as follows. -0.14% (1 year), -4.72% (3 years), 0.49% (5 years), and 1.0% (since inception on April 19, 2016).

Mackenzie US TIPS Index ETF (CAD-Hedged) was awarded the LSEG Lipper Fund Awards Canada 2023 Winner for Best Global Fixed Income ETF Over Five Years, out of 10 ETFs. Performance for the fund for the period ended September 30, 2023, is as follows. 0.75% (1 year), -2.51% (3 years), 1.48% (5 years), and 1.15% (since inception on January 24, 2018).

LSEG Lipper Fund Awards, ©2023 LSEG. All rights reserved. Used under license.