Active equities, durably built for durable portfolios.

Strengthen your core by investing with our durably minded experts who combine rigorous research, secular trends and global insights to deliver carefully constructed portfolios.

Durably Minded

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Durable Solutions

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Durable Managers

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Durably Designed for Steady Return Potential

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.

The case for global investing

Canada’s stock market accounts for approximately 3.4% of the global market, meaning the majority of the world’s best-managed and most profitable companies are domiciled outside of our borders.

Expanding your exposure to global stocks provides access to different economic cycles and may reduce your overall investment risk.

Four and five star equity options

Our active equity managers carefully balance growth and stability to construct portfolios that aim to provide dependable, steady returns.

Durably Minded

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.

Phil Taller on durably minded

Phil Taller, Senior Vice President, Head of the Mackenzie Growth Team, on what durable performance means to his team and how they deliver for investors.

Darren McKiernan on durably minded

Darren McKiernan, Head of the Mackenzie Global Equity & Income Team, on what durable performance means to his team and how they deliver for investors.

Putnam Investments team on US opportunities

Richard Bodzy and Gregory McCullough, Portfolio Managers at Mackenzie sub-advisor Putnam Investments Inc. discuss how they identify durable secular growth themes in any economic environment.

Video recorded on November 2020

Bluewater team on durably minded

Investors don’t like surprises so understanding what to expect from investments is critical. The Mackenzie Bluewater team manages risk by investing in industries with characteristics they find attractive.

Durable Solutions

 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. 

 
Global Equity

Mackenzie Global Dividend Fund

Seeks to generate dividend income through owning industry leading businesses with growth potential.

Global Equity

Mackenzie Global Growth Fund

Seeks companies across the world that conservatively grow throughout a market cycle.

 

US Equity

Mackenzie US All Cap Growth Fund

Seeks to provide long-term capital appreciation by investing primarily in growth stocks domiciled in the US.

 

Global Equity

Mackenzie Global Small-Mid Cap Fund

Get exposure to stronger alpha potential through active management in high-quality global small-mid-cap growth investments.

 

Global Balanced

Mackenzie Global Growth Balanced Fund

A low-to-medium risk global balanced fund that seeks to deliver medium-to-long-term income growth, capital appreciation and competitive return.

 

US Equity

Mackenzie US Mid Cap Opportunities Fund

Access mid cap stocks that can offer a unique risk-return ‘sweet spot’ between fast-growing small businesses and mature large companies.

 

Global Equity

Mackenzie International Dividend Fund

Enhance portfolio construction with international businesses that have diverse revenue sources by geography, allowing for exposure to regions in different economic cycles.

 

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Compare, contrast, build

Use Precision analytics to compare strengths of various funds and find the right one for your client.

Durable Managers

 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.

 

Mackenzie Bluewater Team

Prudent capital allocation into conservatively growing businesses – focused on creating value for shareholders over the long haul.

Mackenzie Global Equity & Income Team

Focus on high-quality, dividend-paying franchises across countries and industries.

Mackenzie Growth Team

Growth managers expressly focused on innovative, high-quality US mid cap businesses with tailwinds to growth.

Putnam Investments Inc.

Selects US stocks using a top down, bottom up approach that relies on blending investment themes with deep fundamental research.

Durable Performance

The highest ratings given by the independent investment research firm Morningstar

★★★★★

Mackenzie Global Growth Fund*

Talk to your financial advisor to learn how Mackenzie can help make your portfolio more durable.

*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).