< BACK

GUIDE TO MACKENZIE FUNDS

 
Tracking Your Success

The price of your mutual and segregated funds is reported daily in the financial section of most major newspapers and on MackenzieFinancial.com under Prices & Performance: so you can check up on your holdings at any time - however, keep in mind that your long-term goals should not be measured day to day.

  • transaction confirmations for all non-systematic transactions;
  • semi-annual account statements as of June 30 and December 31;
  • audited annual financial statements and un audited semi-annual financial statements, containing asset allocations, balance sheets and income statements for each fund from each fund family;
  • a comprehensive tax package, including a tax guide and your supplementary tax slips - e.g., T3s and T5s - mailed in mid-February;
  • Insight, our semi-annual newsletter; and STAR portfolio quarterly reports for STAR investors.

You may also choose to receive transaction confirmations for systematic transactions - e.g., distribution reinvestments, pre-authorized chequing and systematic withdrawals - as well as financial statements, and quarterly fund family reports. Call Mackenzie at (800) 387-0614 or in the Toronto area at (416) 922-3217 for more information.