Compare performance with Precision Analytics
Use the latest market data to research investments quickly, compare performance and build client portfolios with ease.
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.
Arup Datta, MBA, CFA
Senior Vice President
Head of Mackenzie Global Quantitative Equity Team
Discovering global opportunities at scale
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 US All Cap Growth Fund
5 'stars'
★★★★★
Mackenzie Core Plus Canadian Fixed Income ETF
5 'stars'
★★★★★
Mackenzie Global Infrastructure Index ETF
5 'stars'
★★★★★
Mackenzie Emerging Markets Local Currency Bond Index ETF
5 'stars'
★★★★★
Mackenzie China A-Shares CSI 300 Index ETF
5 'stars'
★★★★★
Mackenzie Growth Allocation ETF
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.
Mackenzie Conservative Allocation ETF (MCON)
Mackenzie Core Plus Canadian Fixed Income ETF (MKB)
Mackenzie Global Sustainable Dividend Index ETF (MDVD)
Mackenzie Growth Allocation ETF (MGRW)
Mackenzie International Equity Index ETF (CAD-Hedged) (QDXH)
Mackenzie US TIPS Index ETF (CAD-Hedged) (QTIP)
Mackenzie Emerging Markets Fund II
Mackenzie Global Resource Fund II
Morningstar Star Ratings reflect performance of Series F as of September 30, 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 Global Equity Fund Series F, Global Equity category: overall rating – 4 stars (1501 funds), 3 years – 5 stars (1501 funds), 5 years – 5 stars (1262 funds), 10 years – 3 stars (630 funds).
Mackenzie Strategic Income Fund Series F, Canadian Neutral Balanced category: overall rating – 5 stars (349 funds), 3 years – 4 stars (349 funds), 5 years – 4 stars (324 funds), 10 years – 5 stars (253 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 (205 funds), 10 years – n/a stars (111 funds).
Mackenzie USD Global Strategic Income Fund Series F, Global Neutral Balanced category: overall rating – 5 stars (1368 funds), 3 years – 5 stars (1368 funds), 5 years – 5 stars (1161 funds), 10 years – n/a stars (665 funds).
Mackenzie Global Dividend Fund Series F, Global Equity category: overall rating – 5 stars (1501 funds), 3 years – 5 stars (1501 funds), 5 years – 4 stars (1262 funds), 10 years – 5 stars (630 funds).
Mackenzie US All Cap Growth Fund Series F, US Equity category: overall rating – 5 stars (982 funds), 3 years – 3 stars (982 funds), 5 years – 5 stars (860 funds), 10 years – 5 stars (538 funds).
Mackenzie Core Plus Canadian Fixed Income ETF, Canadian Fixed Income category: overall rating – 5 stars (484 funds), 3 years – 4 stars (484 funds), 5 years – 5 stars (433 funds), 10 years – n/a stars (277 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 Emerging Markets Local Currency Bond Index ETF, Emerging Markets Fixed Income category: overall rating – 5 stars (34 funds), 3 years – 5 stars (34 funds), 5 years – n/a stars (27 funds), 10 years – n/a stars (19 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).
Mackenzie Growth Allocation ETF, Global Equity Balanced category: overall rating – 5 stars (1058 funds), 3 years – 5 stars (1058 funds), 5 years – n/a stars (933 funds), 10 years – n/a stars (516 funds).