Sustainable investment solutions

Mackenzie has long been a sustainable investment innovator, developing products that align with investors’ values. We offer an innovative range of products that are designed to bring about real change, whether it’s promoting better ESG practices, investing in technologies that address climate change or promoting equality and inclusivity.

The below outlines our comprehensive suite of sustainable investment options, to help you decide on the most suitable funds to complement your portfolio.

Sustainable core funds

Mackenzie Global Sustainable Balanced Fund

Designed to deliver a combination of income and long-term capital growth by investing in global fixed income and equity securities, selected from companies and countries with strong sustainability characteristics.
Asset class: Global neutral balanced
Mutual fund management fee: A – 1.85%, F – 0.70%
Fund codes: A – MFC5256, F – MFC5260

Mackenzie Global Sustainable Bond Fund

Designed to deliver income with the potential for some long-term capital growth by investing primarily in global fixed-income securities. The fund provides a balance of exposure to ESG labelled debt (such as green bonds, social bonds, sustainable bonds and sustainability-linked bonds) with corporate and sovereign debt that have strong sustainability characteristics.
Asset class: Global fixed income
Mutual fund management fee: SC – 1.10%, F – 0.55%
Fund codes: SC – MFC8284, F – MFC8286

Mackenzie Global Sustainable Bond ETF (MGSB)

Mackenzie Betterworld Canadian Equity Fund

Designed to provide long-term capital appreciation by following a Canadian all-cap strategy with a specific focus on large-cap companies with progressive ESG practices. The fund will exclude companies with over 10% revenue derived from fossil fuels and is focused on engagement.
Asset class: Canadian equity
Mutual fund management fee: A – 2.0%, F – 0.75%
Fund codes: A – MFC8357, F – MFC8362

Mackenzie Betterworld Global Equity Fund

Designed to deliver long-term capital growth while mitigating risk by investing in global companies with strong ESG performance. While composed primarily of large cap investments, it has a small-mid cap component to boost growth potential. The fund will exclude companies with over 10% revenue derived from fossil fuels and is focused on engagement.
Asset class: Global equity
Mutual fund management fee: A – 2.00%, F – 0.80%
Fund codes: A – MFC8331, F – MFC8336

Mackenzie Corporate Knights Global 100 Index Fund

Designed to provide capital growth over the longer term by investing in global equity securities in a manner that tracks the Corporate Knights Global 100 Index.
Asset class: Global equity
Mutual fund management fee: 0.50%
Fund codes: A – MFC7402, F – MFC7407

Mackenzie Corporate Knights Global 100 Index ETF (MCKG)

Sustainable thematic funds

Mackenzie Greenchip Global Environmental All Cap Fund

Mackenzie USD Greenchip Global Environmental All Cap Fund

Designed to provide long-term capital appreciation by investing primarily in environmentally oriented global equity securities. The team aims to use its extensive environmental investing experience to select undervalued companies within 6 main environmental sectors: clean energy, clean-up technologies, energy efficiency, sustainable agriculture, transportation and water.
Asset class: Global equity
Mutual fund management fee (CAD and USD): A – 2.00%, F – 0.80%
Fund codes (CAD): A – MFC5782, F – MFC5786
Fund codes (USD): A – MFC7509, F – MFC7514

Mackenzie Greenchip Global Environmental Balanced Fund

Designed to provide income and long-term capital appreciation by investing primarily in global equity and fixed income securities. For the equity sleeve, the portfolio managers aim to select undervalued companies within 6 main environmental sectors: clean energy, clean-up technologies, energy efficiency, sustainable agriculture, transportation and water. For the fixed income sleeve, the portfolio managers aim to invest primarily in green bonds – which are used to fund environmentally focused projects.
Asset class: Global neutral balanced
Mutual fund management fee: A – 1.90%, F – 0.75%
Fund codes: A – MFC8258, F – MFC8262

Mackenzie Global Green Bond Fund

Designed to provide income with the potential for long-term capital growth by investing primarily in global green bonds. The fund allows investors to provide direct financial support to environmentally focused projects, via green bond issuance, in sectors such as renewable energy, energy efficiency and green infrastructure.
Asset class: Global fixed income
Mutual fund management fee: A – 1.10%, F – 0.55%
Fund codes: SC – MFC9327, F – MFC9329

Mackenzie Global Women’s Leadership Fund

Designed to provide long-term capital growth by investing in global equities of companies that promote gender diversity and women in leadership, including in executive management and on boards of directors.
Asset class: Global equity
Mutual fund management fee: A – 1.60%, F – 0.55%
Fund codes: A – MFC5279, F – MFC5283

Mackenzie Global Women’s Leadership ETF (MWMN)

To find out more about how Mackenzie’s sustainable investing options can complement your portfolio, talk to your financial advisor.

Commissions, management fees, brokerage fees and expenses all may be associated with Mutual Funds and Exchange Traded Funds. Please read the prospectus before investing. Mutual Funds and Exchange Traded Funds are not guaranteed, their values change frequently and past performance may not be repeated. Index performance does not include the impact of fees, commissions, and expenses that would be payable by investors in the investment products that seek to track an index. An index’s performance is not illustrative of an investable product’s performance. Indexes are not securities in which direct investments can be made.