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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.
Arup Datta, MBA,CFA
Senior Vice President, Head of Team
Mackenzie Global Quantitative Equity Team
★ ★ ★ ★
Mackenzie Global Equity Fund
Discovering global opportunities at scale
5-star Investment Options
as rated by Morningstar
5 'stars'
★★★★★
Mackenzie Emerging Markets Fund
5 'stars'
★★★★★
Mackenzie Precious Metals Fund
5 'stars'
★★★★★
Mackenzie USD Global Strategic Income Fund
5 'stars'
★★★★★
Mackenzie US All Cap Growth Fund
5 'stars'
★★★★★
Mackenzie Strategic Income Fund
5 'stars'
★★★★★
Mackenzie Core Plus Canadian Fixed Income ETF
5 'stars'
★★★★★
Mackenzie Global Infrastructure 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 May 31, 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 Equity Fund Series F, Global Equity category: 3 years – 5 stars (1440 funds), 5 years – 5 stars (1257 funds), 10 years – 3 stars (614 funds).
Mackenzie US All Cap Growth Fund Series F, US Equity category: 3 years – 4 stars (1033 funds), 5 years – 4 stars (862 funds), 10 years – 5 stars (527 funds).
Mackenzie Strategic Income Fund Series F, Canadian Neutral Balanced category: 3 years – 4 stars (348 funds), 5 years – 4 stars (319 funds), 10 years – 5 stars (248 funds).
Mackenzie USD Global Strategic Income Fund Series F, Global Neutral Balanced category: 3 years – 5 stars (1336 funds), 5 years – 5 stars (1171 funds), 10 years – n/a stars (655 funds).
Mackenzie Precious Metals Fund Series F, Precious Metals Equity category: 3 years – 3 stars (57 funds), 5 years – 5 stars (56 funds), 10 years – 5 stars (42 funds).
Mackenzie Emerging Markets Fund Series F, Emerging Markets Equity category: 3 years – 4 stars (229 funds), 5 years – 5 stars (207 funds), 10 years – n/a stars (110 funds).
Mackenzie Core Plus Canadian Fixed Income ETF, Canadian Fixed Income category: 3 years – 4 stars (475 funds), 5 years – 5 stars (427 funds), 10 years – n/a stars (277 funds).
Mackenzie Global Infrastructure ETF, Global Infrastructure Equity category: 3 years – 5 stars (84 funds), 5 years – n/a stars (74 funds), 10 years – n/a stars (38 funds).