PURE.
PERFORMANCE.

Morningstar Star Ratings reflect performance of Series F as of November 29, 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 (978 funds), 3 years – 3 stars (978 funds), 5 years – 5 stars (855 funds), 10 years – 5 stars (540 funds).

Mackenzie Strategic Income Fund Series F, Canadian Neutral Balanced category: overall rating – 5 stars (348 funds), 3 years – 4 stars (348 funds), 5 years – 4 stars (319 funds), 10 years – 5 stars (253 funds).

Mackenzie Precious Metals Fund Series F, Precious Metals Equity category: overall rating – 5 stars (53 funds), 3 years – 3 stars (53 funds), 5 years – 5 stars (51 funds), 10 years – 5 stars (40 funds).

Mackenzie Emerging Markets Fund Series F, Emerging Markets Equity category: overall rating – 5 stars (237 funds), 3 years – 5 stars (237 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 (1387 funds), 3 years – 5 stars (1387 funds), 5 years – 5 stars (1173 funds), 10 years – n/a stars (681 funds).

Mackenzie Global Dividend Fund Series F, Global Equity category: overall rating – 5 stars (1483 funds), 3 years – 4 stars (1483 funds), 5 years – 4 stars (1248 funds), 10 years – 5 stars (622 funds).

Mackenzie USD Unconstrained Fixed Income Fund Series F, Multi-Sector Fixed Income category: overall rating – 5 stars (260 funds), 3 years – 5 stars (260 funds), 5 years – 5 stars (228 funds), 10 years – n/a stars (76 funds).

Mackenzie Global Infrastructure Index ETF, Global Infrastructure Equity category: overall rating – 5 stars (87 funds), 3 years – 5 stars (87 funds), 5 years – n/a stars (70 funds), 10 years – n/a stars (39 funds).

Mackenzie China A-Shares CSI 300 Index ETF, Greater China Equity category: overall rating – 5 stars (57 funds), 3 years – 4 stars (57 funds), 5 years – 5 stars (54 funds), 10 years – n/a stars (35 funds).

Mackenzie Growth Allocation ETF, Global Equity Balanced category: overall rating – 5 stars (1025 funds), 3 years – 5 stars (1025 funds), 5 years – n/a stars (871 funds), 10 years – n/a stars (504 funds).

Mackenzie International Equity Index ETF (CAD-Hedged), International Equity category: overall rating – 5 stars (573 funds), 3 years – 5 stars (573 funds), 5 years – 5 stars (528 funds), 10 years – n/a stars (288 funds). 

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 Core Plus Canadian Fixed Income ETF (MKB) was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Canadian Fixed Income category out of a total of 311 funds. Performance for the fund for the period ended December 31, 2023 is as follows: 6.3% (1 year), -2.6% (3 years), 1.7% (5 years), and 1.9% (since inception- April 2016).

Mackenzie International Equity Index ETF (CAD-Hedged) (QDXH) was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the International Equity category out of a total of 370 funds. Performance for the fund for the period ended December 31, 2023 is as follows: 18.8% (1 year), 9.6% (3 years), 10% (5 years), and 6.1% (since inception- January 2018).

Mackenzie US TIPS Index ETF (CAD-Hedged) (QTIP) was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Global Fixed Income category out of a total of 219 funds. Performance for the fund for the period ended December 31, 2023 is as follows: 3.1% (1 year), -1.5% (3 years), 2.5% (5 years), and 1.8% (since inception- January 2018).

Mackenzie Conservative Allocation ETF (MCON) was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Global Fixed Income Balanced category out of a total of 488 funds. Performance for the fund for the period ended December 31, 2023 is as follows: 11% (1 year), 1.5% (3 years), and 2.6% (since inception- September 2020).

Mackenzie Global Sustainable Dividend Index ETF (MDVD) was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Global Equity category out of a total of 1095 funds. Performance for the fund for the period ended December 31, 2023 is as follows: -0.4% (1 year), 5.2% (3 years), and 5.4% (since inception - September 2020).

Mackenzie Growth Allocation ETF (MGRW) was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Global Equity Balanced category out of a total of 704 funds. Performance for the fund for the period ended December 31, 2023 is as follows: 15.2% (1 year), 5.9% (3 years), and 7.8% (since inception- September 2020).