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 Managers

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Durable Solutions

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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 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.

Active, research-intensive investment approach employing classic financial analysis.

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.

 
Equities

Mackenzie Global Dividend Fund

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

Equities

Mackenzie Global Small-Mid Cap Fund

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

 

Equities

Mackenzie US All Cap Growth Fund

Seeks to achieve long-term growth of capital by investing primarily in stocks of US companies of any size.

 

Equities

Mackenzie Global Growth Class

Global diversification for core portfolios with direct investment in emerging markets.

 

Balanced

Mackenzie Global Growth Balanced Fund

A global balanced portfolio of high-quality growth companies, as well as bonds, that can bring a unique mix of stability and strong growth potential.

 

Equities

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.

 

Equities

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.

 

Durable Performance

The highest ratings given by the independent investment research firm Morningstar

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

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 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 February 28, 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.

The CIFSC categories, Star Ratings, number of funds in each category, and annual compounded performance for the standard periods are: 

Mackenzie U.S. All Cap Growth Fund Series F, U.S. Equity category: 3 years - 5 stars (1352 funds), 5 years - 5 stars (995 funds), 10 years - 5 stars (349 funds). Mackenzie Global Dividend Fund F, Global Equity Category: 3 years - 4 stars (1637 funds), 5 years - 4 stars (1204 funds), 10 years - 4 stars (534 funds). Mackenzie Global Growth Class F, Global Equity Category: 3 years - 4 stars (1637 funds), 5 years - 4 stars (1204 funds), 10 years - 4 stars (534 funds). Mackenzie US Growth Class F, US Equity Category: 3 years - 4 stars (1352 funds), 5 years - 4 stars (995 funds), 10 years - 3 stars (349 funds).