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Passive Foreign Investment Statements
Mackenzie Investments is pleased to provide Passive Foreign Investment Company (PFIC) annual information statements to unitholders of Mackenzie exchange traded funds (ETFs) who are considered U.S. Persons for U.S. tax purposes. We strongly recommend you consult with a U.S. tax professional with regard to U.S. tax rules around PFIC and implications of PFIC reporting to you.
For unitholders of Mackenzie funds (excluding ETFs), please speak with your financial advisor about obtaining an individualized copy of your PFIC statements.
PFIC Annual Information Statements (AIS) Download
QBB |
Mackenzie Canadian Aggregate Bond Index ETF |
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QCB |
Mackenzie Canadian All Corporate Bond Index ETF |
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QEBH |
Mackenzie Emerging Markets Bond Index ETF (CAD-Hedged) |
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QEBL |
Mackenzie Emerging Markets Local Currency Bond Index ETF |
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QCN |
Mackenzie Canadian Equity Index ETF |
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QCE |
Mackenzie Canadian Large Cap Equity Index ETF |
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QSB |
Mackenzie Canadian Short-Term Bond Index ETF |
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MCSB |
Mackenzie Canadian Short-Term Fixed Income ETF |
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QCH |
Mackenzie China A-Shares CSI 300 Index ETF |
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MKB |
Mackenzie Core Plus Canadian Fixed Income ETF |
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MGB |
Mackenzie Core Plus Global Fixed Income ETF |
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MFT |
Mackenzie Floating Rate Income ETF |
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MHYB |
Mackenzie Global High Yield Fixed Income ETF |
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MGSB |
Mackenzie Global Sustainable Bond ETF |
n/a |
n/a |
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MWMN |
Mackenzie Global Leadership Impact ETF |
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QDX |
Mackenzie International Equity Index ETF |
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QDXH |
Mackenzie International Equity Index ETF (CAD-Hedged) |
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MIVG |
Mackenzie Ivy Global Equity ETF |
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MXU |
Mackenzie Maximum Diversification All World Developed ex North America Index ETF |
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MWD |
Mackenzie Maximum Diversification All World Developed Index ETF |
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MKC |
Mackenzie Maximum Diversification Canada Index ETF |
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MEU |
Mackenzie Maximum Diversification Developed Europe Index ETF |
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MEE |
Mackenzie Maximum Diversification Emerging Markets Index ETF |
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MUS |
Mackenzie Maximum Diversification US Index ETF |
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MPCF |
Mackenzie Portfolio Completion ETF |
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MUB |
Mackenzie Unconstrained Bond ETF |
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QHY |
Mackenzie US High Yield Bond Index ETF (CAD-Hedged) |
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QUIG |
Mackenzie US Investment Grade Corporate Bond Index ETF (CAD-Hedged) |
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QTIP |
Mackenzie US TIPS Index ETF (CAD-Hedged) |
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QUU |
Mackenzie US Large Cap Equity Index ETF |
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QAH |
Mackenzie US Large Cap Equity Index ETF (CAD-Hedged) |
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MBAL |
Mackenzie Balanced Allocation ETF |
n/a |
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MCON |
Mackenzie Conservative Allocation ETF |
n/a |
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MGAB |
Mackenzie Global Fixed Income Allocation ETF |
n/a |
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MGRW |
Mackenzie Growth Allocation ETF |
n/a |
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MDVD |
Mackenzie Global Sustainable Dividend Index ETF |
n/a |
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MDVD.U |
Mackenzie Global Sustainable Dividend Index ETF (USD) |
n/a |
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QUU.U |
Mackenzie US Large Cap Equity Index ETF (USD) |
n/a |
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QUB |
Mackenzie US Aggregate Bond Index ETF (CAD-Hedged) |
n/a |
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QRET |
Mackenzie Developed Markets Real Estate Index ETF |
n/a |
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QINF |
Mackenzie Global Infrastructure Index ETF |
n/a |
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QDXB |
Mackenzie Developed ex-North America Aggregate Bond Index ETF (CAD-Hedged) |
n/a |
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QEE |
Mackenzie Emerging Markets Equity Index ETF |
n/a |
n/a |
n/a |
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MEQT |
Mackenzie All-Equity Allocation ETF |
n/a |
n/a |
n/a |
n/a |
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MCKG |
Mackenzie Corporate Knights Global 100 Index ETF |
n/a |
n/a |
n/a |
n/a |
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QLB |
Mackenzie Canadian Government Long Bond Index ETF |
n/a |
n/a |
n/a |
n/a |
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QTLT |
Mackenzie US Government Long Bond Index ETF |
n/a |
n/a |
n/a |
n/a |
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QASH |
Mackenzie Canadian Ultra Short Bond Index ETF |
n/a |
n/a |
n/a |
n/a |
Commissions, management fees, brokerage fees and expenses may all be associated with Exchange Traded Funds. Please read the prospectus before investing. Exchange Traded Funds are not guaranteed, their values change frequently and past performance may not be repeated.
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