Understanding fund fees and series

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Enhancing transparency across fund fees and series


At Mackenzie Investments, we believe transparency is the foundation of trust. That’s why we’re dedicated to providing clear, straightforward information about investment fees – so that you can make informed decisions for your clients.

Beginning January 1, 2026, new Total Cost Reporting (TCR) rules will enhance cost transparency across the Canadian investment industry. These updates will give clients a comprehensive view of their investment costs, including fund expenses and embedded fees.

Total Cost Reporting

Overview of the upcoming changes and new fee reporting requirements.

Fund series

Understand our fund series, who they are designed for and how fees are determined.

Preferred Pricing

Benefit from reduced fees with PW series when investment assets reach $100,000. 

Series T

Designed for investors seeking steady cash flow with the potential for capital appreciation.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.