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Compare performance with Precision Analytics
Use the latest market data to research investments quickly, compare performance and build client portfolios with ease.
PURE.
PERFORMANCE.
We’re invested in performance. Every day, our dedicated Portfolio Managers strive to deliver the best possible risk adjusted returns across investment styles, asset classes, and geographies.
Darren McKiernan, CFA
Senior Vice President, Portfolio Manager, Head of Mackenzie Global Equity & Income Team
Katherine Owen, MBA, CFA
Vice President, Portfolio Manager
Mackenzie Global Equity & Income Team
★ ★ ★ ★ ★
Mackenzie Global Dividend Fund
A focus on quality in any environment
5-star Investment Options
as rated by Morningstar
5 'stars'
★★★★★
Mackenzie Strategic Income Fund
5 'stars'
★★★★★
Mackenzie Precious Metals Fund
5 'stars'
★★★★★
Mackenzie Emerging Markets Fund
5 'stars'
★★★★★
Mackenzie USD Global Strategic Income Fund
5 'stars'
★★★★★
Mackenzie Global Infrastructure Index ETF
Additional Resources
Award Winning Performance
Ten of our mutual funds and ETFs were recognized with 2023 Fundata FundGrade A+ Awards, for consistent and outstanding risk-adjusted performance. Another testament to our investment professionals for their ongoing commitment to providing advisors and investors with innovative solutions that deliver strong performance.
Mackenzie Conservative Allocation ETF (MCON)
Mackenzie Core Plus Canadian Fixed Income ETF (MKB)
Mackenzie Global Sustainable Dividend Index ETF (MDVD)
Mackenzie Growth Allocation ETF (MGRW)
Mackenzie International Equity Index ETF (CAD-Hedged) (QDXH)
Mackenzie US TIPS Index ETF (CAD-Hedged) (QTIP)
Mackenzie Emerging Markets Fund II
Mackenzie Global Resource Fund II
Morningstar Star Ratings reflect performance of Series F as of August 30, 2024, 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 Global Dividend Fund Series F, Global Equity category: overall rating – 5 stars (1483 funds), 3 years – 5 stars (1483 funds), 5 years – 4 stars (1273 funds), 10 years – 5 stars (623 funds).
Mackenzie Strategic Income Fund Series F, Canadian Neutral Balanced category: overall rating – 5 stars (349 funds), 3 years – 4 stars (349 funds), 5 years – 4 stars (324 funds), 10 years – 5 stars (250 funds).
Mackenzie USD Global Strategic Income Fund Series F, Global Neutral Balanced category: overall rating – 5 stars (1365 funds), 3 years – 5 stars (1365 funds), 5 years – 5 stars (1176 funds), 10 years – n/a stars (657 funds).
Mackenzie Precious Metals Fund Series F, Precious Metals Equity category: overall rating – 5 stars (58 funds), 3 years – 3 stars (58 funds), 5 years – 5 stars (56 funds), 10 years – 5 stars (43 funds).
Mackenzie Emerging Markets Fund Series F, Emerging Markets Equity category: overall rating – 5 stars (243 funds), 3 years – 4 stars (243 funds), 5 years – 5 stars (206 funds), 10 years – n/a stars (111 funds).
Mackenzie Global Infrastructure Index ETF, Global Infrastructure Equity category: overall rating – 5 stars (80 funds), 3 years – 5 stars (80 funds), 5 years – n/a stars (65 funds), 10 years – n/a stars (39 funds).