TORONTO, Feb. 2, 2024
/CNW/ - Mackenzie Investments ("Mackenzie") today announced that
ten of its mutual funds and exchange traded funds ("ETFs") have
been recognized with 2023 Fundata FundGrade A+ Awards. These
are presented annually to Canadian investment funds that achieve
consistently high FundGrade scores throughout the calendar
year.
"It's an honour to have so many of our investment solutions
recognized for outstanding performance by Fundata," said
Luke Gould, President and CEO,
Mackenzie Investments. "These awards
are a testament to the dedication of our investment teams and their
ongoing efforts to offer Canadians innovative options that deliver
performance and create a more invested world."
Mackenzie won awards for the following funds:
Fund
|
Award
Category
|
Fund Management
Team
|
Mutual
Funds
|
Mackenzie Emerging
Markets
Fund II
|
Emerging Markets
Equity
|
Mackenzie Global
Quantitative
Equity
Team: Haijie Chen, Arup Datta, Denis
Suvorov, Nicholas
Tham
|
Mackenzie Global
Resource
Fund II (winner
2nd consecutive
year)
|
Natural Resources
Equity
|
Mackenzie Resources
Team:
Benoit Gervais and Onno
Rutten
|
Mackenzie Greenchip
Global
Environmental All Cap
Fund
(winner 3rd
consecutive year)
|
Global Small/Mid Cap
Equity
|
Mackenzie Greenchip
Team:
John A. Cook and
Gregory Payne
|
Mackenzie Precious
Metals
Fund
|
Precious Metals
Equity
|
Mackenzie Resources
Team:
Benoit Gervais and Onno
Rutten
|
ETFs
|
Mackenzie
Conservative
Allocation ETF
(MCON)
|
Global Fixed Income
Balanced
|
Nelson Arruda,
Andrea Hallett
and Charles
Murray
|
Mackenzie Core Plus
Canadian
Fixed Income ETF
(MKB)
(winner 5th
consecutive year)
|
Canadian Fixed
Income
|
Konstantin Boehmer,
Dan
Cooper, Movin
Mokbel and Felix
Wong
|
Mackenzie Global
Sustainable
Dividend Index ETF
(MDVD)
|
Global
Equity
|
Charles
Murray
|
Mackenzie Growth
Allocation
ETF (MGRW)
|
Global Equity
Balanced
|
Nelson Arruda, Andrea
Hallett
and Charles
Murray
|
Mackenzie International
Equity
Index ETF
(CAD-Hedged) (QDXH)
(winner 2nd
consecutive year)
|
International
Equity
|
Charles
Murray
|
Mackenzie US TIPS Index
ETF
(CAD-Hedged)
(QTIP)
(winner 3rd
consecutive year)
|
Global Fixed
Income
|
Konstantin Boehmer and
Jeff Li
|
About Mackenzie
Investments
Mackenzie Investments ("Mackenzie") is a leading investment
management firm with $195.7 billion
in assets under management as of December
31, 2023. Mackenzie provides investment solutions and
related services to more than one million retail and institutional
clients through multiple distribution channels. Founded in 1967,
Mackenzie is a global asset manager with offices across
Canada as well as in Boston, Dublin, London, Hong
Kong and Beijing. Mackenzie
is a member of IGM Financial Inc. (TSX: IGM), one of Canada's premier financial services companies
with approximately $240 billion in
total assets under management as of December
31, 2023. For more information, visit
mackenzieinvestments.com.
About Fundata Canada
Inc.
Fundata Canada Inc. has been providing data aggregation and
dissemination services to the Canadian media and financial
marketplace since 1987. Fundata is a major provider in the
distribution of fund and stock information in Canada.
About the Fundata FundGrade A+
Rating
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 Emerging Markets Fund II was recognized for
outstanding fund performance at the 2023 Fundata FundGrade A+
Awards in the Emerging Markets Equity category out of a total of
146 funds. Performance for the fund for the period ended
December 29, 2023 is as follows:
15.8% (1 year), 1.6% (3 years), 7.0% (5 years), 6.4% (10 years) and
7.6% (since inception- August
2002).
Mackenzie Global Resource Fund II was recognized for
outstanding fund performance at the 2023 Fundata FundGrade A+
Awards in the Natural Resource Equity category out of a total of 67
funds. Performance for the fund for the period ended December 29, 2023 is as follows: 5.1% (1 year),
22.2% (3 years), 16.6% (5 years), 6.7% (10 years) and 6.9% (since
inception- May 2002).
Mackenzie Greenchip Global Environmental All Cap Fund was
recognized for outstanding fund performance at the 2023 Fundata
FundGrade A+ Awards in the Global Small/Mid Cap category out of a
total of 132 funds. Performance for the fund for the period ended
December 29, 2023 is as follows: 3.8%
(1 year), 4.1% (3 years), 17.3% (5 years) and 16.7% (since
inception- October 2018).
Mackenzie Precious Metals Fund was recognized for outstanding
fund performance at the 2023 Fundata FundGrade A+ Awards in the
Precious Metals Equity category out of a total of 40 funds.
Performance for the fund for the period ended December 29, 2023 is as follows: 5.3% (1 year),
-2.6% (3 years), 14.3% (5 years), 11.9% (10 years) and 9.5% (since
inception- September 2001).
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 28, 2023 is as
follows: -11.0% (1 year), 1.6% (3 years) and 2.7% (since inception-
September 2020).
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 28, 2023 is as follows: 6.4%
(1 year), -2.6% (3 years), 1.8% (5 years), and 2.0% (since
inception- April 2016).
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 28, 2023 is as follows:
-0.5% (1 year), 5.3% (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 28, 2023 is as follows: 15.3% (1 year),
6.0% (3 years) and 7.8% (since inception- September 2020).
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 28, 2023 is
as follows: 18.9% (1 year), 9.6% (3 years), 10.0% (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 29, 2023 is as follows: 3.2%
(1 year), -1.5% (3 years), 2.5% (5 years) and 1.8% (since
inception- January 2018).
Commissions, trailing commissions, management fees and
expenses all may be associated with mutual fund investments. Read
the prospectus before investing. The indicated rates of return are
the historical annual compounded total returns as of December 31, 2023, including changes in unit
value and reinvestment of all distributions and does not take into
account sales, redemption, distribution, or optional charges or
income taxes payable by any security holder that would have reduced
returns. Mutual funds are not guaranteed, values change frequently
and past performance may not be repeated.
SOURCE Mackenzie Investments