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

Senior Vice President, Portfolio Manager, Team Co-Lead

Mackenzie Bluewater Team

Investment experience since 1985

David Arpin MA

Senior Vice President, Portfolio Manager, Team Co-Lead

Mackenzie Bluewater Team

Investment experience since 1995

Shah Khan MBA

Vice President, Portfolio Manager

Mackenzie Bluewater Team

Investment experience since 2010

Hui Wang MBA

Associate Portfolio Manager

Mackenzie Bluewater Team

Investment experience since 2010

Commentary

Q1 Commentary – Mackenzie Bluewater Team

Read Mackenzie Bluewater Team’s latest commentary to learn about their analysis of key market risks and opportunities.

May 17, 2019

Mackenzie Bluewater Team Q4 2018 Commentary

Mackenzie Bluewater Team Q4 2018 Commentary

February 06, 2019

Q3 Commentary – Mackenzie Bluewater Team

Read Mackenzie Bluewater Team’s latest commentary to learn about their analysis of key market risks and opportunities.

November 12, 2018

Q2 Commentary – Mackenzie Bluewater Team

Read Mackenzie Bluewater Team’s latest commentary to learn about their analysis of key market risks and opportunities.

August 13, 2018

Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Regulatory Documents