Asset Class Canadian Equity

Why invest in this fund?

  • Complement and diversify traditional Canadian equity holdings: the portfolio management team is company focused – not index focused, resulting in a portfolio that is different from the benchmark
  • Invest in niche market leaders which are not typical household names
  • Increased investment opportunity with meaningful foreign content of up to 49%

Key Facts

Portfolio Managers

Dina DeGeer, MBA, CFA

Senior Vice President, Portfolio Manager, Team Co-Lead

Mackenzie Bluewater Team

Investment experience since 1985

David Arpin, MA, CFA

Senior Vice President, Portfolio Manager, Team Co-Lead

Mackenzie Bluewater Team

Investment experience since 1995

Shah Khan, MBA, CFA

Vice President, Portfolio Manager

Mackenzie Bluewater Team

Investment experience since 2010

Hui Wang, MBA, CFA, CAIA

Vice President, Portfolio Manager

Mackenzie Bluewater Team

Investment experience since 2010

Commentary

Insight

Fund feature page

Learn how this Fund can be a valuable component for the construction of your clients’ portfolios.

commentary

Monthly Commentaries

Mackenzie Investments publishes regular commentaries to help advisors make sense of the markets, review the recent performances of funds and anticipate future outlooks. Read the latest monthly commentaries for more information.

Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Regulatory Documents