PURE.
PERFORMANCE.


We’re invested in performance. Every day, our dedicated Portfolio Managers strive to deliver the best possible risk adjusted returns across investment styles, asset classes, and geographies. 

Richard Bodzy, MBA 
Portfolio Manager
Putnam Investments Inc.

Gregory D. McCullough, CFA
Portfolio Manager
Putnam Investments Inc.

★ ★ ★ ★ ★

Mackenzie US All Cap Growth Fund

Investing in durable growth themes

5-star Investment Options

as rated by Morningstar

5 'stars'

★★★★★

Mackenzie Strategic Income Fund

5 'stars'

★★★★★

Mackenzie Precious Metals Fund

5 'stars'

★★★★★

Mackenzie Emerging Markets Fund

5 'stars'

★★★★★

Mackenzie USD Global Strategic Income Fund

5 'stars'

★★★★★

Mackenzie Global Dividend Fund

5 'stars'

★★★★★

Mackenzie USD Unconstrained Fixed Income Fund

5 'stars'

★★★★★

Mackenzie Monthly Income Growth Portfolio Fund

5 'stars'

★★★★★

Mackenzie Global Infrastructure Index ETF

5 'stars'

★★★★★

Mackenzie China A-Shares CSI 300 Index ETF

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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 Performance

Ten of our mutual funds and ETFs were recognized with 2023 Fundata FundGrade A+ Awards, for consistent and outstanding risk-adjusted performance. Another testament to our investment professionals for their ongoing commitment to providing advisors and investors with innovative solutions that deliver strong performance.

Morningstar Star Ratings reflect performance of Series F as of October 31, 2024, 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 US All Cap Growth Fund Series F, US Equity category: overall rating – 5 stars (986 funds), 3 years – 3 stars (986 funds), 5 years – 5 stars (864 funds), 10 years – 5 stars (538 funds).

Mackenzie Strategic Income Fund Series F, Canadian Neutral Balanced category: overall rating – 5 stars (350 funds), 3 years – 5 stars (350 funds), 5 years – 4 stars (324 funds), 10 years – 5 stars (257 funds).

Mackenzie Precious Metals Fund Series F, Precious Metals Equity category: overall rating – 5 stars (58 funds), 3 years – 4 stars (58 funds), 5 years – 5 stars (56 funds), 10 years – 5 stars (43 funds).

Mackenzie Emerging Markets Fund Series F, Emerging Markets Equity category: overall rating – 5 stars (243 funds), 3 years – 4 stars (243 funds), 5 years – 5 stars (210 funds), 10 years – n/a stars (113 funds).

Mackenzie USD Global Strategic Income Fund Series F, Global Neutral Balanced category: overall rating – 5 stars (1375 funds), 3 years – 5 stars (1375 funds), 5 years – 5 stars (1162 funds), 10 years – n/a stars (678 funds).

Mackenzie Global Dividend Fund Series F, Global Equity category: overall rating – 5 stars (1505 funds), 3 years – 5 stars (1505 funds), 5 years – 4 stars (1263 funds), 10 years – 5 stars (630 funds).

Mackenzie USD Unconstrained Fixed Income Fund Series F, Multi-Sector Fixed Income category: overall rating – 5 stars (259 funds), 3 years – 5 stars (259 funds), 5 years – 5 stars (225 funds), 10 years – n/a stars (76 funds).

Mackenzie Monthly Income Growth Portfolio Fund Series F, Global Equity Balanced category: overall rating – 5 stars (1096 funds), 3 years – 5 stars (1096 funds), 5 years – n/a stars (932 funds), 10 years – n/a stars (529 funds).

Mackenzie Global Infrastructure Index ETF, Global Infrastructure Equity category: overall rating – 5 stars (78 funds), 3 years – 5 stars (78 funds), 5 years – n/a stars (63 funds), 10 years – n/a stars (39 funds).

Mackenzie China A-Shares CSI 300 Index ETF, Greater China Equity category: overall rating – 5 stars (59 funds), 3 years – 4 stars (59 funds), 5 years – 5 stars (56 funds), 10 years – n/a stars (35 funds).