Mackenzie Financial Corporation
 Mackenzie Investments was founded in 1967, and is a leading investment management firm providing investment advisory and related services. With C$55.0 billion* in assets under management, Mackenzie Investments distributes its services through a diversified network of third-party financial advisors. We offer over 100 mutual funds under such well-recognized names as Cundill, Universal, Ivy, Sentinel, Maxxum, Keystone, Focus and Saxon. Mackenzie Investments is a member of the IGM Financial Inc. (TSX: IGM) group of companies. IGM Financial is one of Canada’s premier financial services companies with over C$103 billion* in total assets under management.
Investment philosophy
Mackenzie funds are divided into several fund families to distinguish the primary investment styles of the different funds. Each fund family maintains a focused mandate, providing an established set of objectives on behalf of investors to ensure a managed level of risk and volatility. Ultimately, the success of each fund depends on the individual manager's philosophy, knowledge, judgement and intuition. Each manager draws support from a specialized back-up team as well as information from global sources and others within Mackenzie in both Canada and around the world.
Maxxum
The Maxxum funds provide a core Canadian solution for long-term investors by providing a strong foundation for any well-diversified portfolio. The funds are characterized by two investment styles: Focus on yield and conservative growth.
Ivy
Mackenzie’s Ivy funds follow a blended management style centered on bottom-up fundamental investment research and business analysis. They are buying a business and not just buying a stock. Their bottom-up approach means they place less emphasis on short-term market movements or economic or industry outlooks.
Universal
The Universal funds offer an array of core Canadian, U.S. and international equity investment funds that take a growth-oriented approach to investing. Investment managers for the Universal funds, proven practitioners, are chosen from around the world for their long-standing experience and expertise. The firms and individual managers directing the funds for Mackenzie’s Universal fund family have a strong presence within their region or sector of expertise.
Sentinel
The Sentinel Funds are Mackenzie's family of income-oriented funds including domestic bond, global bond, tax-efficient and money market funds, managed in a manner consistent with a disciplined value investment philosophy.
Cundill
The Cundill investment approach is based on a fundamental value philosophy. Preservation of invested capital is the hallmark of the contrarian value approach followed by the Cundill investment team.
Management style
Maxxum
- Bottom-up/top-down
- Value and growth at a reasonable price
Ivy
- Bottom-up
- Growth and value blend
Universal
- Bottom-up/top-down
- Growth
Sentinel
Cundill
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