Asset Class Global Equity

Mackenzie Bluewater North American Equity Fund

Why invest in this fund?

  • Invest in leading North American businesses with unique competitive advantages.
  • A concentrated portfolio of businesses that focuses on growing and sustaining free cash flow.
  • Active risk management: the portfolio management team is company focused – not index focused, resulting in a portfolio that is different from the benchmark.

Key Facts

Portfolio Managers

Dina DeGeer, MBA, CFA

Senior Vice President, Portfolio Manager, Team Co-Lead

Mackenzie Bluewater Team

David Arpin, MA, CFA

Senior Vice President, Portfolio Manager, Team Co-Lead

Mackenzie Bluewater Team

Shah Khan, MBA, CFA

Vice President, Portfolio Manager

Mackenzie Bluewater Team

Hui Wang, MBA, CFA, CAIA

Vice President, Portfolio Manager

Mackenzie Bluewater Team

Commentary

Advisor Feature Page - Mackenzie Bluewater North American Equity Fund

Pursuing the best businesses that North America has to offer.

Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Regulatory Documents