Mackenzie Investments

Mackenzie Investments

Company type	Private (subsidiary of IGM Financial Inc.)
Industry	Financial Services
Founded	1967
Founder	Alex Christ
Headquarters	Toronto, ON
Number of locations	Vancouver, BC Montreal, QC Calgary, AB
Key people	Jeffrey R. Carney: President and Chief Executive Officer of Mackenzie Financial Corporation, co-President and co-Chief Executive Officer of IGM Financial Inc. Tony Elavia: Executive VP and Chief Investment Officer Geoff Creighton: Senior VP, General Counsel and Secretary and Chief Compliance officer for IGM Financial Inc. E. Blake Moore, Jr.: Executive VP, Head of Distribution Mary C. Taylor: SVP, Product & Marketing Edward L. Merchand: Senior VP and CFO
Products	Mutual Funds Group Plans Structured Products Private Client Program Segregated Funds Managed Asset Programs other Investment Products
Number of employees	1,000
Parent	IGM Financial Inc.
Website	www.mackenzieinvestments.com

Mackenzie Investments was founded in 1967 and is one of Canada’s largest investment management firms providing investment advisory and related services. With $64.4 billion in assets under management, Mackenzie Investments distributes its services through a diversified network of third-party financial advisors. Mackenzie Investments is a member of the IGM Financial Inc. (TSX: IGM) group of companies. IGM Financial is one of Canada's largest financial services companies with over $125.8 billion in total assets under management. (Note: All figures as of March 31, 2013)

History

• 1967 - Mackenzie Investments was founded by Alex Christ
• 1967 - Mackenzie created company's first mutual fund, the Industrial Growth Fund (later renamed Mackenzie Growth Fund)
• 1973 - Mackenzie went public with a listing on the TSX
• 1977 - Mackenzie bought a stake in Universal Group of Funds
• 1992 - Mackenzie acquired Ivy Management Inc
• 1993 - Mackenzie acquired the balance of Universal Group of Funds
• 1998 - Mackenzie acquired Cundill Funds Inc
• 2001 - Mackenzie Investments was acquired by Investors Group to create IGM Financial
• 2006 - Mackenzie acquires Cundill Investment Research Ltd. and its affiliates (The Cundill Group)
• 2008 - Mackenzie acquired Howson Tattersall Investment Counsel and the Saxon Group of Mutual Funds
• 2011 - Mackenzie announces that it has reached an agreement with B2B Trust, a subidiary of Laurentian Bank under which B2B Trust will acquire the MRS Companies (MRS Trust, MRS Inc and MRS Securities Inc.) The transaction is expected to close in November 2011 subject to applicable regulatory notifications and approvals.
• 2012 - Mackenzie completes the sale of the MRS Companies (MRS Trust, MRS Inc and MRS Securities Inc.) to B2B Trust, a subsidiary of Laurentian Bank

Mackenzie in the Community

The Mackenzie Financial Charitable Foundation was established in 1999, funded with an endowed gift of $2.3 million from Mackenzie Financial Corporation. The Foundation is an employee-driven, non-profit organization that coordinates community giving and donation activities on behalf of the Mackenzie Group of Companies. The Foundation is funded by donations from Mackenzie Investments employees, clients and the Corporation.

The mandate of the Mackenzie Financial Charitable Foundation is to support social well-being and welfare in Canada, particularly for the benefit of underprivileged, challenged and sick children, youth and young adults, with a special focus on children and youth at risk.

Mackenzie has been recognized as a caring company, Imagine Canada's program that recognizes the importance of corporate citizenship.

Partner Charities

The Mackenzie Financial Charitable Foundation currently supports 13 Partner charities and 13 Friend charities. The foundation's mission is to invest in organizations, charities and foundations to support communities across Canada.

• Action Nouvelle Vie
• Big Brothers of Greater Vancouver
• Eva’s Initiatives
• Gilda’s Club
• Habitat for Humanity Canada
• Jennifer Ashleigh Children’s Charity
• Moorelands
• Second Harvest
• Serve!
• SMARTRISK
• Starlight Foundation
• United Way of Greater Toronto
• Yonge Street Mission

Investment Products

Mackenzie Fund Families:

Mackenzie Investments distributes mutual funds under eight different mutual fund families, each defined by their investment style or approach.

The Fund Families:

• Mackenzie Cundill Funds - Deep value investment style
• Mackenzie Focus Funds - Multi-manager funds focusing on “best ideas” equity funds
• Mackenzie Ivy Funds - Value investment style, buy and hold approach. focused on patiently acquiring ownership in selected businesses
• Mackenzie Funds - Original Mackenzie group of funds includes Mackenzie's flagship fund Mackenzie Growth Fund established December 1967.
• Mackenzie Maxxum Funds - Focus on growth through dividends and capital appreciation.
• Mackenzie Saxon Funds - Disciplined value investing style.
• Mackenzie Sentinel Funds - Fixed Income investing across a variety of fixed income strategies.
• Mackenzie Universal Funds - Primarily sub-advised group of funds. Includes global, regional, specialty equity and balanced funds.

Mackenzie Managed Portfolio Solutions:

• Symmetry
• Mackenzie Private Client Group

Awards

Canadian Investment Awards

Year(s)	Award	Recipient
2000-2001	Imagine Community Investment Award	Mackenzie Financial
2001	Investor's Choice Awards: Fund Company of the Year	Mackenzie Financial
2002-2004	Fund Manager of the Year	Jerry Javasky ('02), Peter Cundill ('03), Fred Sturm ('04)
2002	Investor's Choice Awards: Education	Mackenzie Financial
2003	Canadian Investment Marketing Award for Print Advertising	'Basketball', 'Girl Genius', 'Twins', 'Dinosaur'
2004	Career Achievement Award	Alexander Christ
2006	Learning Library Advisor Education Award	"Burn Rate" Campaign
2006-2007	IFIC Investor Education Award	Mackenzie Financial ('06), "Socially Responsible Investing" ('07)

Canadian Investment Awards: Mutual Funds

Mutual Fund Awards:	Year(s):	Award Recipient:
Segregated Canadian Balanced Fund	2002	Mackenzie Cundill Canadian Balanced Segregated Fund
	2004	Mackenzie Cundill Canadian Balanced Segregated Fund
	2003	Mackenzie Sentinel Income Segregated
Global Balanced Fund	2002	Mackenzie Ivy Global Balanced
	2003	Mackenzie Ivy Global Balanced
Segregated Canadian Equity Fund	2002	Mackenzie Cundill Canadian Security Segregated
	2004	Mackenzie Cundill Canadian Security Segregated
Specialty Award	2002	Mackenzie Universal Precious Metals
	2003	Mackenzie Universal Resource
Global Equity Fund	2003	Mackenzie Cundill Recovery Series C
	2004	Mackenzie Cundill Value Fund
	2006	Mackenzie Cundill Value Fund
	2005	Mackenzie Cundill Recovery Fund
	2008	Mackenzie Ivy Foreign Equity Fund
	2009	Mackenzie Ivy Foreign Equity Fund
Segregated Global Equity Fund	2003	Mackenzie Cundill Value Segregated
Natural Resources Equity Fund	2004	Mackenzie Universal Canadian Resource Fund
	2005	Mackenzie Universal Canadian Resource Fund
European Equity Fund	2008	Mackenzie Ivy European Class
	2009	Mackenzie Ivy European Class
	2010	Mackenzie Ivy European Class
Healthcare Equity Fund	2008	Mackenzie Universal Health Sciences Class
US Small/Mid Cap Equity Fund	2009	Mackenzie Universal American Growth
	2010	Mackenzie Universal American Growth
Global Small/Mid Cap Equity Fund	2010	Mackenzie Cundill Recovery

Lipper Fund Awards

Lipper Global Classification:	Year(s):	Best Fund:	Fund Award Recipient:
Canadian Fixed Income Balanced	2009	10 Years	Mackenzie Sentinel Income fund
	2010	10 Years	Mackenzie Sentinel Income Fund
	2011	10 Years	Mackenzie Sentinel Income Series A
	2012	10 Years	Mackenzie Sentinel Income Series A
Canadian Focused Equity	2010	1 Year	Mackenzie Growth Fund
Canadian Neutral Balanced	2011	1 Year	Mackenzie Sentinel Registered Strategic Income Srs A
Emerging Markets Equity	2011	1 Year	Mackenzie Cundill Emerging Markets Value CI Srs A
European Equity	2009	1 Year	Mackenzie Ivy European Class
	2011	3 Years	Mackenzie Ivy European Class Series A
	2012	5 Years	Mackenzie Ivy European Class Series A
Global Equity	2009	1 Year	Mackenzie Foreign Equity Series A
	2009	10 Years	Mackenzie Cundill Value Fund
	2010	10 Years	Mackenzie Cundill Value Fund
	2011	10 Years	Mackenzie Cundill Value Series A
Global Equity Balanced	2009	1 Year	Mackenzie Ivy Global Balanced Fund
	2010	1 Year	Mackenzie Cundill Global Balanced Fund Series C
Global Small/Mid Cap Equity	2010	1 Year	Mackenzie Cundill Recovery Series C
	2011	3 Years	Quadrus US & International Specialty Corp Class
	2011	5 Years	Quadrus US & International Specialty Corp Class
	2011	10 Years	Mackenzie Cundill Recovery Series C
	2012	5 Years	Quardus US & Intl Specialty Corp Class Qdrs Srs
Health Care Equity	2008	1 Year	Mackenzie Universal Health Sciences Class A
	2008	3 Years	Mackenzie Universal Health Sciences Class A
International Equity	2008	1 Year	Mackenzie Universal International Stock Class A
Japanese Equity	2008	5 Years	Mackenzie Focus Japan Class
	2012	1 Year	Mackenzie Focus Japan Class Series A
	2012	3 Years	Mackenzie Focus Japan Class Series A
Natural Resources Equity	2010	10 Years	Mackenzie Universal Canadian Resource
North American Equity	2009	1 Year	Mackenzie Ivy Enterprise Fund
	2012	1 Year	Mackenzie Ivy Enterprise Series A
	2012	3 Years	Mackenzie Ivy Enterprise Series A
	2012	5 Years	Mackenzie Ivy Enterprise Series A
Precious Metals Equity	2012	1 Year	Mackenzie Precious Metals CI Srs A
US Small/Mid Cap Equity	2011	3 Years	Mackenzie Universal US Emerging Growth Class A