TORONTO, Jan. 27,
2023 /CNW/ - Mackenzie Investments ("Mackenzie")
today announced that seven of its mutual funds and exchange traded
funds ("ETFs") have been recognized with 2022 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 funds recognized by
Fundata for their strong performance over the last year," said
Luke Gould, President and CEO,
Mackenzie Investments. "I'd like to
thank our talented group of investment management professionals for
their ongoing commitment to providing investors with innovative
solutions that deliver strong performance."
Mackenzie won awards for the following funds:
Fund
|
Category
|
Fund Management
Team
|
Mutual
Funds
|
Mackenzie Canadian
Equity
Fund
|
Canadian
Equity
|
Mackenzie North
American
Equities Team:
William
Aldridge
|
Mackenzie Global
Resource
Fund II
|
Natural Resources
Equity
|
Mackenzie Resources
Team:
Benoit Gervais and Onno
Rutten
|
Mackenzie Greenchip
Global
Environmental All Cap Fund
(winner 2nd consecutive
year)
|
Global Small/Mid Cap
Equity
|
Mackenzie Greenchip
Team:
John A. Cooke and
Gregory
Payne
|
Mackenzie Greenchip
Global
Environmental All Cap Fund
|
RI Equity
|
Mackenzie Greenchip
Team:
John A. Cooke and
Gregory
Payne
|
ETFs
|
Mackenzie China
A-Shares CSI
300 Index ETF (QCH)
(winner 2nd consecutive
year)
|
Greater China
Equity
|
Lawrence Llaguno and
Charles
Murray
|
Mackenzie Core Plus
Canadian
Fixed Income ETF (MKB)
(winner 4th consecutive
year)
|
Canadian Fixed
Income
|
Konstantin Boehmer,
Dan
Cooper, Steve Locke, Movin
Mokbel and Felix Wong
|
Mackenzie International
Equity
Index ETF (CAD-Hedged) (QDXH)
|
International
Equity
|
Lawrence Llaguno and
Charles
Murray
|
Mackenzie US TIPS Index
ETF
(CAD-Hedged) (QTIP)
(winner 2nd consecutive
year)
|
Global Fixed
Income
|
Konstantin Boehmer,
Steve
Locke and Felix Wong
|
About Mackenzie
Investments
Mackenzie Investments is a leading investment management firm
with $186.6 billion in assets under
management as of December 31,
2022. 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 $249 billion in
total assets under management and advisement as of December 31, 2022. 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 Canadian Equity Fund Series A was recognized for
outstanding fund performance at the 2022 Fundata FundGrade A+
Awards in the Canadian Equity category out of a total of 371 funds.
Performance for the fund for the period ended December 31, 2022 is as follows: -3.1% (1 year),
8.5% (3 years), 6.3% (5 years), 7.3% (10 years) and 9.0% (since
inception- January 2009).
Mackenzie Global Resource Fund II Series A was recognized for
outstanding fund performance at the 2022 Fundata FundGrade A+
Awards in the Natural Resources Equity category out of a total of
71 funds. Performance for the fund for the period ended
December 31, 2022 is as follows:
16.5% (1 year), 20.0 (3 years), 10.8 (5 years), 6.8% (10 years) and
5.8% (since inception- May
2002).
Mackenzie Greenchip Global Environmental All Cap Fund Series
A was recognized for outstanding fund performance at the 2022
Fundata FundGrade A+ Awards in the Global Small/Mid Cap Equity
category out of a total of 127 funds. Performance for the fund for
the period ended December 31, 2022 is
as follows: -5.5% (1 year), 15.8% (3 years), and 18.2% (since
inception- October 2018).
Mackenzie Greenchip Global Environmental All Cap Fund Series
A was recognized for outstanding fund performance at the 2022
Fundata FundGrade A+ Awards in the RI Equity category out of a
total of 424 funds. Performance for the fund for the period ended
December 31, 2022 is as follows:
-5.5% (1 year), 15.8% (3 years), and 18.2% (since inception-
October 2018).
Mackenzie China A-Shares CSI 300 Index ETF (QCH) was
recognized for outstanding fund performance at the 2022 Fundata
FundGrade A+ Awards in the Greater China Equity category out of a
total of 38 funds. Performance for the fund for the period ended
December 29, 2022 is as follows:
-21.2% (1 year), 2.0% (3 years) and -0.1% (since inception-
February 2018).
Mackenzie Core Plus Canadian Fixed Income ETF (MKB) was
recognized for outstanding fund performance at the 2022 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 29, 2022 is as follows:
-11.2% (1 year), -1.3% (3 years), 0.8% (5 years), and 1.3% (since
inception- April 2016).
Mackenzie International Equity Index ETF (CAD-Hedged) (QDXH)
was recognized for outstanding fund performance at the 2022 Fundata
FundGrade A+ Awards in the International Equity category out of a
total of 399 funds. Performance for the fund for the period ended
December 29, 2022 is as follows:
-5.9% (1 year), 3.6% (3 years) and 3.7% (since inception-
January 2018).
Mackenzie US TIPS Index ETF (CAD-Hedged) (QTIP) was
recognized for outstanding fund performance at the 2022 Fundata
FundGrade A+ Awards in the Global Fixed Income category out of a
total of 286 funds. Performance for the fund for the period ended
December 29, 2022 is as follows:
-12.4% (1 year), 0.7% (3 years) and 1.6% (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, 2022, 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