Durable growth opportunities
Countries at the forefront of innovation are more likely to produce industry leaders with a competitive advantage, which can translate into enduring, long-term growth.
Strengthen your core by investing with our durably minded experts who combine rigorous research, secular trends and global insights to deliver carefully constructed portfolios.
Mackenzie’s active equity managers are committed to long-term growth derived from investments in companies that have demonstrated durable business models. Rather than chasing fad investments, our investment teams focus on identifying industry-leading businesses that are supported by long-term growth trends.
Whether you are searching for growth, diversification or a dividend income stream, our global, international and US equity solutions seek to provide durable performance in most market conditions.
Within our multi-boutique structure, these active equity teams search the globe for portfolio growth opportunities. Each team invests according to their distinct philosophy and style. By leveraging proven investment processes, our teams thoughtfully construct steady, long-term portfolios.
*The performance reflects the performance of the corresponding Corporate Class Fund. All series of the Corporate Class Fund were merged into the corresponding series of the Fund on July 30, 2021. The Fund has received regulatory relief from the Canadian securities regulators in connection with a fund reorganization transaction to permit the performance of the corresponding Corporate Class Fund to be used by the Fund.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.
Morningstar Star Ratings reflect performance of Series F as of October 31, 2021 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 F, Global Equity Category: 3 years - 4 stars (1860 funds), 5 years - 4 stars (1330 funds), 10 years - 4 stars (598 funds). Mackenzie US All Cap Growth Fund F, U.S. Equity Category: 3 years - 5 stars (1401 funds), 5 years - 5 stars (1098 funds), 10 years - 5 stars (397 funds). Mackenzie Global Growth Fund FGlobal Equity Category: 7 years - 5 stars (1860 funds), 5 years - 5 stars (1330 funds), 10 years - 4 stars (598 funds).