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Fund series (select all that apply)
D5
D8
H
H5
H8
HW
HW5
HW8
L
L5
L8
N
N5
N8
Quadrus
QF
QF5
QFW
QFW5
RB
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Expand for list of funds (select all that apply)
Asset Class Funds
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Fund Name
H
HW
L
N
Quadrus
QF
QFW
Cash Management Class
North American Specialty Class
Balanced Funds
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Fund Name
D5
D8
H
H5
H8
HW
HW5
HW8
L
L5
L8
N
N5
N8
Quadrus
QF
QF5
QFW
QFW5
"Mackenzie Canadian Balanced Fund (formerly, Mackenzie Canadian Large Cap Balanced Fund)"
Global Monthly Income Fund (London Capital)
Growth and Income Class (GWLIM)
Growth and Income Fund (GWLIM)
Income Fund (Portico)
Mackenzie Ivy Global Balanced Fund
Mackenzie Strategic Income Fund
Monthly Income Fund (London Capital)
Canadian Equity Funds
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Fund Name
D5
D8
H
H5
H8
HW
HW5
HW8
L
L5
L8
N
N5
N8
Quadrus
QF
QF5
QFW
QFW5
Canadian Dividend Class (Laketon)
Canadian Equity Class (Laketon)
Canadian Equity Fund (Laketon)
Canadian Growth Class (GWLIM)
Canadian Growth Fund (GWLIM)
Canadian Low Volatility Class (London Capital)
Canadian Value Class (FGP)
Dividend Class (GWLIM)
Dividend Fund (GWLIM)
Focused Canadian Equity Class (CGOV)
Mackenzie Canadian Growth Fund
Mackenzie Canadian Large Cap Dividend Fund
Mackenzie Canadian Large Cap Growth Fund
Fixed Income Funds
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Fund Name
H
HW
L
N
Quadrus
QF
QFW
RB
Core Bond Fund (Portico)
Core Plus Bond Fund (Portico)
Corporate Bond Fund (Portico)
Mackenzie Floating Rate Income Fund
Money Market Fund
North American High Yield Bond Fund (Putnam)
Short Term Bond Fund (Portico)
Folio Funds
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Fund Name
D5
D8
H
H5
H8
HW
HW5
HW8
L
L5
L8
N
N5
N8
Quadrus
QF
QF5
QFW
QFW5
Advanced Folio Fund
Aggressive Folio Fund
Balanced Folio Fund
Conservative Folio Fund
Diversified Fixed Income Folio Fund
Moderate Folio Fund
Global and Regional Equity Funds
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Fund Name
D5
D8
H
H5
H8
HW
HW5
HW8
L
L5
L8
N
N5
N8
Quadrus
QF
QF5
QFW
QFW5
"Global All Cap Equity Class (Setanta) (formerly, Global Equity Class (Setanta))"
"Global Dividend Equity Fund (Setanta) (formerly, Global Dividend Fund (Setanta))"
Global All Cap Equity Fund (Setanta)
Global Dividend Equity Class (Setanta)
Global Infrastructure Equity Fund (London Capital)
Global Low Volatility Fund (ILIM)
International Core Equity Class (Putnam)
International Core Equity Fund (Putnam)
Mackenzie Emerging Markets Class
Mackenzie Global Growth Class
Mackenzie Ivy European Class
Mackenzie Ivy Foreign Equity Fund
Mid Cap Canada Fund (GWLIM)
Sector Funds
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Fund Name
D5
H
H5
HW
HW5
L
L5
N
N5
Quadrus
QF
QF5
QFW
QFW5
Global Real Estate Fund (London Capital)
Mackenzie Canadian Resource Fund
Mackenzie Precious Metals Class
U.S. Equity Funds
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Fund Name
D5
D8
H
H5
HW
HW5
L
L5
L8
N
N5
N8
Quadrus
QF
QF5
QFW
QFW5
Mackenzie US All Cap Growth Fund
Mackenzie US Mid Cap Growth Class
U.S. Dividend Class (GWLIM)
U.S. Dividend Fund (GWLIM)
U.S. Low Volatility Fund (Putnam)
U.S. Value Class (Putnam)
U.S. Value Fund (Putnam)
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