Portfolio RE: Construced in Canada.

Explore our award-winning investment solutions.

At Mackenzie, we strive to deliver the best possible risk-adjusted returns across asset classes, styles and geographies. We believe performance is about meeting your objectives, whatever they may be. When you can count on proven performance, it keeps you invested and moving towards your long-term goals.

★★★★★

Mackenzie Canadian Equity Fund

An all cap, value-oriented, Canadian equity strategy with diversified exposure to sectors and industries.

5-star Investment Options

as rated by Morningstar

5 'stars'

★★★★★

Mackenzie Income Fund

5 'stars'

★★★★★

Mackenzie US All Cap Growth Fund

5 'stars'

★★★★★

Mackenzie Bluewater Canadian Growth Balanced Fund

5 'stars'

★★★★★

Mackenzie Greenchip Global Environmental All Cap Fund

5 'stars'

★★★★★

Mackenzie Canadian Equity Fund

5 'stars'

★★★★★

Mackenzie US TIPS Index ETF

5 'stars'

★★★★★

Mackenzie US Small-Mid Cap Growth Fund

5 'stars'

★★★★★

Mackenzie Emerging Markets

5 'stars'

★★★★★

Mackenzie USD Unconstrained Fixed Income Fund

5 'stars'

★★★★★

Mackenzie USD Global Strategic Income Fund

5 'stars'

★★★★★

Mackenzie Precious Metals Fund

5 'stars'

★★★★★

Mackenzie Core Plus Canadian Fixed Income ETF

5 'stars'

★★★★★

Mackenzie Canadian Small Cap Fund

5 'stars'

★★★★★

Mackenzie Bluewater Canadian Growth Fund

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Compare, contrast, build

Use Precision analytics to compare strengths of our Morningstar 5-star rated funds and find the right one for your client.

Additional Resources

Snapshot on Mackenzie Performance - Mackenzie 4 and 5 Star Solutions, Series F

Snapshot on Mackenzie Performance - Mackenzie 4 and 5 Star Solutions, Series A

Award-winning Investment Management

The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.


Winners of the 2021 Fundata FundGrade A+ Awards for consistent and outstanding risk-adjusted performance in their respective categories    


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 repeatead.

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, 2022 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 Greenchip Global Environmental All Cap Fund Series F, Global Small/Mid Cap Equity category: 3 years - 5 stars (171 funds), 5 years - n/a stars (139 funds), 10 years - n/a stars (66 funds). Mackenzie Income Fund Series F, Canadian Fixed Income Balanced category: 3 years - 4 stars (344 funds), 5 years - 4 stars (291 funds), 10 years - 5 stars (209 funds). Mackenzie US All Cap Growth Fund Series F, US Equity category: 3 years - 4 stars (1214 funds), 5 years - 5 stars (1013 funds), 10 years - 5 stars (434 funds). Mackenzie Canadian Equity Fund Series F, Canadian Equity category: 3 years - 5 stars (524 funds), 5 years - 5 stars (450 funds), 10 years - 4 stars (252 funds). Mackenzie US TIPS Index ETF (CAD-Hedged) Series F, Global Fixed Income category: 3 years - 5 stars (409 funds), 5 years - n/a stars (292 funds), 10 years - n/a stars (99 funds). Mackenzie Core Plus Canadian Fixed Income ETF Series F, Canadian Fixed Income category: 3 years - 4 stars (467 funds), 5 years - 5 stars (395 funds), 10 years - n/a stars (246 funds). Mackenzie US Small-Mid Cap Growth Fund Series F, US Small/Mid Cap Equity category: 3 years - 3 stars (207 funds), 5 years - 5 stars (173 funds), 10 years - 5 stars (98 funds). Mackenzie Bluewater Canadian Growth Balanced Fund Series F, Canadian Equity Balanced category: 3 years - 4 stars (334 funds), 5 years - 5 stars (306 funds), 10 years - 5 stars (204 funds). Mackenzie USD Unconstrained Fixed Income Fund Series F, Global fixed income category, 3 years - 5 stars (409 funds), 5 years - 5 stars (292 funds), 10 years - n/a stars (99 funds). Mackenzie USD Global Strategic Income Fund Series F, Global neutral balanced category, 3 years - 5 stars (1320 funds), 5 years - 5 stars (1080 funds), 10 years - n/a stars (512 funds). Mackenzie Precious Metals Fund Series F, Precious metals equity, 3 years - 5 stars (60 funds), 5 years - 5 stars (49 funds), 10 years - 5 stars (35 funds). Mackenzie Emerging Markets Series F, Emerging markets equity, 3 years - 5 stars (249 funds), 5 years – n/a stars (197 funds), 10 years – n/a stars (91 funds). Mackenzie Canadian Small Cap Fund Series F, Canadian small/mid cap equity, 3 years - 4 stars (179 funds), 5 years – 4 stars (170 funds), 10 years – 5 stars (119 funds). Mackenzie Bluewater Canadian Growth Fund Series F, Canadian focused equity, 3 years - 4 stars (539 funds), 5 years – 4 stars (498 funds), 10 years – 5 stars (316 funds).

The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.

Mackenzie Global Resources Fund (Series F U$) was awarded the Refinitiv Lipper Fund Awards Canada 2021 Winner for Best Natural Resources Equity Fund Over Ten Years, out of 18 funds. Performance for the fund for the period ended September 30, 2021 is as follows: 68.5% (1 year), 11.3% (3 years), 7.8% (5 years), 4.2% (10 years) and -1.2% (since inception on December 3, 2007).

Mackenzie Precious Metals Fund (Series F U$) was awarded the Refinitiv Lipper Fund Awards Canada 2021 Winner for Best Precious Metals Equity Fund Over Ten Years, out of 11 funds. Performance for the fund for the period ended September 30, 2021 is as follows: -15.6% (1 year), 27.1% (3 years), 7.6% (5 years), -0.8% (10 years) and 1.1 % (since inception on December 3, 2007). 

Mackenzie Floating Rate Income Fund (Series F5) was awarded the Refinitiv Lipper Fund Awards Canada 2021 Winner for Best Floating Rate Loan Fund Over Five Years, out of 10 funds. Performance for the fund for the period ended September 30, 2021 is as follows: 7.7% (1 year), 2.0% (3 years), 4.2% (5 years) and 4.3% (since inception in May 2013).

Mackenzie Bluewater Canadian Growth Balanced Fund (Series F) was awarded the Refinitiv Lipper Fund Awards Canada 2021 Winner for Best Canadian Equity Balanced Fund Over Ten Years, out of 39 funds. Performance for the fund for the period ended September 30, 2021 is as follows: 12.8% (1 year), 10.2% (3 years), 9.9% (5 years), 11.6% (10 years) and 7.8% (since inception in December 1999).

Mackenzie Bluewater Canadian Growth Fund (Series F) was awarded the Refinitiv Lipper Fund Awards Canada 2021 Winner for Best Canadian Focused Equity Over Ten Years, out of 55 funds. Performance for the fund for the period ended September 30, 2021 is as follows: 20.5% (1 year), 13.0% (3 years), 13.5% (5 years), 15.3% (10 years) and 9.8% (since inception in December 1999).

Mackenzie Core Plus Canadian Fixed Income ETF was awarded the Refinitiv Lipper Fund Awards Canada 2021 Winner for Best Canadian Fixed Income ETF Over Three Years, out of 21 funds, and the Refinitiv Lipper Fund Awards Canada 2021 Winner for Best Canadian Fixed Income ETF Over Five Years, out of 14 funds. Performance for the fund for the period ended September 30, 2021 is as follows: -2.5% (1 year), 4.9% (3 years), 3.1% (5 years) and 3.6% (since inception in April 2016).

Mackenzie US TIPS Index ETF (CAD Hedged) was awarded the Refinitiv Lipper Fund Awards Canada 2021 Winner for Best Global Fixed Income ETF Over Three Years, out of 18 funds. Performance for the fund for the period ended September 30, 2021 is as follows: 4.5% (1 year), 6.7% (3 years) and 5.2% (since inception in January 2018).

Refinitiv Lipper Fund Awards, ©2021 Refinitiv. All rights reserved. Used under license.

FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.

Mackenzie China A-Shares CSI 300 Index ETF (QCH) was recognized for outstanding fund performance at the 2021 Fundata FundGrade A+ Awards in the Greater China Equity category out of a total of 36 funds. Performance for the fund for the period ended December 31, 2021 is as follows: -1.5% (1 year), 19.6% (3 years) and 6.1% (since inception- February 2018).

Mackenzie Core Plus Canadian Fixed Income ETF (MKB) was recognized for outstanding fund performance at the 2021 Fundata FundGrade A+ Awards in the Canadian Fixed Income category out of a total of 309 funds. Performance for the fund for the period ended December 31, 2021 is as follows: -2.3% (1 year), 4.9% (3 years), 3.8% (5 years) and 3.7% (since inception- April 2016).

Mackenzie Global High Yield Fixed Income ETF (MHYB) was recognized for outstanding fund performance at the 2021 Fundata FundGrade A+ Awards in the High Yield Fixed Income category out of a total of 242 funds. Performance for the fund for the period ended December 31, 2021 is as follows: 3.4% (1 year), 7.4% (3 years) and 4.9% (since inception- April 2017).

Mackenzie US TIPS Index ETF (CAD-Hedged) (QTIP) was recognized for outstanding fund performance at the 2021 Fundata FundGrade A+ Awards in the Global Fixed Income category out of a total of 251 funds. Performance for the fund for the period ended December 31, 2021 is as follows: 5.6% (1 year), 7.8% (3 years) and 5.5% (since inception- January 2018).

Mackenzie Bluewater Canadian Growth Balanced Fund Series A was recognized for outstanding fund performance at the 2021 Fundata FundGrade A+ Awards in the Canadian Equity Balanced category out of a total of 244 funds. Performance for the fund for the period ended December 31, 2021 is as follows: 13.5% (1 year), 13.3% (3 years), 9.3% (5 years), 10.5% (10 years) and 7.2% (since inception- November 1996).

Mackenzie Bluewater Canadian Growth Fund Series A was recognized for outstanding fund performance at the 2021 Fundata FundGrade A+ Awards in the Canadian Focused Equity category out of a total of 362 funds. Performance for the fund for the period ended December 31, 2021 is as follows: 22.5% (1 year), 18.1% (3 years), 12.9% (5 years), 14.1% (10 years) and 10.2% (since inception- January 1976).

Mackenzie All China Equity Fund Series A was recognized for outstanding fund performance at the 2021 Fundata FundGrade A+ Awards in the Greater China Equity category out of a total of 36 funds. Performance for the fund for the period ended December 31, 2021 is as follows: -21.1% (1 year), 19.7% (3 years), and 9.3% (since inception- October 2017).

Mackenzie Bluewater Global Growth Balanced Fund Series A was recognized for outstanding fund performance at the 2021 Fundata FundGrade A+ Awards in the Global Equity Balanced category out of a total of 722 funds. Performance for the fund for the period ended December 31, 2021 is as follows: 13.7% (1 year) and 13.9% (since inception- January 2019).

Mackenzie Greenchip Global Environmental All Cap Fund Series A was recognized for outstanding fund performance at the 2021 Fundata FundGrade A+ Awards in the Global Small/Mid Cap Equity category out of a total of 108 funds. Performance for the fund for the period ended December 31, 2021 is as follows: 11.6% (1 year), 28.8% (3 years), and 26.8% (since inception- October 2018).

Mackenzie Income Fund Series A was recognized for outstanding fund performance at the 2021 Fundata FundGrade A+ Awards in the Canadian Fixed Income Balanced category out of a total of 289 funds. Performance for the fund for the period ended December 31, 2021 is as follows: 3.6% (1 year), 6.9% (3 years), 4.5% (5 years), 4.9% (10 years) and 7.8 % (since inception- September 1974).

Mackenzie U.S. All Cap Growth Fund Series A was recognized for outstanding fund performance at the 2021 Fundata FundGrade A+ Awards in the U.S. Equity category out of a total of 833 funds. Performance for the fund for the period ended December 31, 2021 is as follows: 16.7% (1 year), 25.9% (3 years), 20.9% (5 years), 19% (10 years) and 10.6% (since inception- January 1995).