Mackenzie Investments Sales Update | Placements Mackenzie

Mackenzie Quarterly Update

Mackenzie Investments Sales Update

 

  • Improved sales momentum and sales share during 2016, leading to mutual fund net sales of $381 million in the first quarter of 2017, excluding rebalance activities. This was Mackenzie’s best sales results in over a decade.
  • Mackenzie grew its assets under management to more than $64 billion at 2016 year-end. As of June 30, 2017, mutual fund assets were at an all-time company high of nearly $53.62 billion.
  • Increased mutual fund gross sales 38% in Q1 2017, excluding rebalance activities, also the highest level in over a decade.
  • Saw outstanding investment performance, with 41% of its mutual fund assets awarded four or five stars by Morningstar as of December 2016, up from 32% in December 2015.

 

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