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.
Durably Designed for Steady Return Potential
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.
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.
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.
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.
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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).