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Investing involves risk.
The contents of this document are provided for illustrative and marketing purposes and do not constitute specific advice regarding your personal investment situation or provide specific individual advice about investment, insurance, financial, legal, accounting, tax or similar matters. Certain information contained in this document is obtained from third parties. Mackenzie Investments believes such information to be accurate and reliable as at the date hereof, however, we cannot guarantee that it is accurate or complete or current at all times. The information provided is subject to change without notice and Mackenzie Investments cannot be held liable for any loss arising from any use of or reliance on the information contained in this document. No portion of this communication may be reproduced or distributed to anyone without the express permission of Mackenzie Investments.
The Mackenzie Canadian Concentrated Growth Equity Composite contains fully discretionary, Canadian Concentrated Growth Equity accounts. New accounts are included in the Composite beginning with the first full month under management after they have been fully invested.
GIPS Compliance Statement
Mackenzie Investments claims compliance with the Global Investment Performance Standards (GIPS®).
The Canadian Concentrated Growth Equity Composite invests primarily in large-cap Canadian equities with a focus on capital growth over the long-term. Prior to January 1, 2021, the composite was known as the Canadian Focused Large Cap GARP composite. The composite was created on December 31, 2012.
The benchmark is the S&P/TSX Composite Total Return Index. The S&P/TSX Composite Total Return Index is a capitalization-weighted index that represents some of the largest float-adjusted stocks trading on the Toronto Stock Exchange.
List of Composites
A complete list of composite descriptions is available to prospective clients upon request. Please contact Carol De Veau at email@example.com.