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For over 24 years, the Saxon Investment Management team has been delivering consistently strong investment performance, using its rigorous value-based approach.

Saxon’s Competitive Advantage

  • 24 year track record
  • Value investment style
  • Consistent application of investment process
  • Experienced in-house portfolio management team
  • Focus on risk-adjusted performance
  • Use of ‘private market value’(what a business is worth to an acquirer)
  • Low market correlation

 

FUND CODES AND COMMISSIONS
  Fund Codes Upfront Commission Annual Trailing Commission
Series FE BE LL FE BE LL FE BE LL
A
02014
03023
04188
0-5%
5%
2.5%
1%
Yrs 1-7: 0.5%
Thereafter: 1%
Yrs 1-3: 0.5%
Thereafter: 1%
T6
02019
03024
04189
T8
02020
03025
04190
F
02015
--
--
--
--
--
--
--
--
I
02017
--
--
0-2%
--
--
0.5%
--
--

 

SALES TOOLS AND RESOURCES

Investor 1 pager »
  • Fund overview
  • Features and benefits

Express Page with Commentary »

Mackenzie Professional article – How do you create a winning balanced fund? »
  • Fund manager Suzann Pennington discusses Mackenzie Saxon Balanced Fund, the #1 Canadian Equity Balanced fund over 20 years

Advisor Sales Tools »

Source: Morningstar PALTrak. Mackenzie Saxon Balanced Fund is in the Canadian Equity Balanced Mutual Funds category.