STEADY AS SHE GROWS. M O R N I N G S TA R C A N A D A
Mackenzie Strategic Income Fund Mackenzie Monthly Income Conservative Portfolio
M O R N I N G S TA R C A N A D A
Mackenzie Income Fund Each fund is designed around fixed income investments that aim for consistent, reliable returns, and high quality equities that target capital growth. That’s diversification for better outcomes.
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MUTUAL FUNDS
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PRIVATE WEALTH POOLS
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MANAGED ASSETS
Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns as of September 30, 2018 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, their values change frequently and past performance may not be repeated. Morningstar Star Ratings reflect performance of Series F as of September 30, 2018 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. Quartile rankings and peers beaten are calculated by Mackenzie Investments based on the fund series-level data Morningstar provides. The CIFSC categories, Star Ratings, number of funds in each category, and annual compounded performance for the standard periods are: Mackenzie Strategic Income Fund Series F, Canadian Neutral Balanced category: 1 year - n/a stars 5.4%, 3 years - 5 stars (538 funds) 8.0%, 5 years - 4 stars (436 funds) 7.0%, 10 years - 5 stars (155 funds) 8.0%. Mackenzie Monthly Income Conservative Portfolio Series F, Global Fixed Income Balanced category: 1 year - n/a stars 4.4%, 3 years - 5 stars (332 funds) 5.8%. Mackenzie Income Fund Series F, Canadian Fixed Income Balanced category: 1 year - n/a stars 3.8%, 3 years - 4 stars (434 funds) 4.9%, 5 years - 5 stars (345 funds) 5.7%, 10 years - 4 stars (136 funds) 5.6%.
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