Invest responsibly with our portfolios.

CNBC Financial Services offers a range of Canadian Northern Bank mutual funds through Mackenzie Investments, one of Canada’s largest investment management firms. From the most cautious investor to the most adventurous, find a fund that’s right for you.

What’s a mutual fund?

Investing in a mutual fund means pooling your money with people who have similar goals. Managed by expert portfolio managers, mutual funds offer unlimited potential returns. Your capital isn’t guaranteed and returns may vary with market fluctuations.

What are the benefits of a mutual fund?

There are many advantages, including:

They’re easy to purchase;
They’re managed by experienced portfolio managers;
There’s a wide range of funds available for every type of investor;
The wide range of funds lets you diversify your portfolio, which maximizes your potential return while helping to reduce risk.

Discover our ESG funds. Canadians are increasingly aware that their investment choices can have as much of a positive impact on their finances as they do on the planet. One way to diversify your portfolio is with responsible investments like Environmental, Social and Governance (ESG) mutual funds.

What makes a fund ESG?

ESG funds are a great solution for Canadians wishing to become responsible investors. A fund is considered ESG based on:

an in-depth analysis of the companies ESG funds hold;
their specific risk management approach; and
the integration of environmental, social, and governance (ESG) criteria in investment decisions.

ESG funds are aimed at both new and experienced investors who want to support positive change while enjoying competitive returns.

We offer:

8 ESG mutual funds
3 ESG model portfolios

Responsible investing.

ESG funds will focus on one or more of the following issues:

Environmental.

Climate change and carbon emissions
Energy efficiency
Protection of biodiversity
Clean energy and technologies
Sustainable use of natural resources

Social.

Labour relations
Diversity and inclusion
Workplace health and wellness
Community relations
Child poverty and labour

Governance.

Board and management oversight and diversity
Anti-corruption policies
Business ethics
Compliance and transparency

Our ESG mutual funds.

Mackenzie Global Green Bond Fund

This fund seeks to produce income and the potential for long-term capital growth by focusing on sustainable and responsible issuers. Covering a broad range of fixed income securities from global companies, the fund invests mostly in the environmental sector with a focus on “green” bonds.

Mackenzie Betterworld Global Equity Fund

This fund invests mostly in global companies with progressive environmental, social and governance practices. The fund has the potential for competitive long-term capital growth. Its investment strategy is designed to reduce volatility.

Mackenzie Global Environmental Equity Fund

This fund seeks to create long-term capital growth. It features stocks from companies around the world specializing in the environmental sector and dedicated to fighting climate change. The fund’s holdings fall into 6 categories:

energy efficiency;
clean energy;
water treatment and distribution;
sustainable agriculture;
sustainable transportation; and
clean technology.

Mackenzie Global Sustainable Bond Fund

This fund has the potential for moderate capital growth and reduced volatility. It contains concentrated investments in fixed income securities from issuers around the world. Sustainable bonds are designed to finance projects that will help make the world a better place.

Mackenzie Greenchip Global Environmental Balanced Fund

This fund has the potential for long-term capital growth. Its management strategy is focused on sustainable energy transition. The fund comprises equity and fixed-income securities from issuers around in the world.

Mackenzie Global Sustainable Balanced Fund

This fund provides a balanced solution for investors who wish to invest in equity and fixed-income securities. The fund’s holdings come from companies and countries around the world that are adopting ESG criteria.

Mackenzie Betterworld Canadian Equity Fund

This fund has the potential for competitive long-term capital growth. Its investment strategy is designed to reduce volatility. The fund invests mostly in Canadian companies with progressive environmental, social and governance practices.

Mackenzie Global Women’s Leadership Fund

This fund provides long-term capital growth. It features equity securities from companies around the world that promote diversity and the representation of women in leadership positions. This includes leadership in public companies, including in senior management teams and boards of directors.