Mackenzie Cundill Value Fund
Why invest in this fund?
- Strictly adheres to Cundill’s time-tested deep value investment style – buys out-of-favour stocks that most investors would avoid
- Invests globally in a free-to-roam mandate that is concentrated in the portfolio manager’s highest conviction ideas
- Fund uses a pure bottom-up stock selection process, thus avoiding the need to time the markets
- Proven long-term wealth generation
Key Facts
Portfolio Managers

Richard Wong, CFA
Senior Vice President, Investment Management, Portfolio Manager
Mackenzie Cundill TeamInvestment experience since 1994
Commentary
Q1 Commentary – Mackenzie Cundill Team
Read Mackenzie Cundill Team’s latest commentary to learn about their analysis of key market risks and opportunities.
May 17, 2019Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Investor Insights: Value stocks are overdue for a comeback pdf 305KB
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Advisor Feature Page – Mackenzie Cundill Value Fund pdf 218KB
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Investor Brochure - Mackenzie Cundill Funds pdf 153KB
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Q1 Commentary – Mackenzie Cundill Team pdf 94KB
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Fund Insights: Finding value in US and European banks pdf 285KB
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Fund Insights: Finding Value in an Expensive Market pdf 361KB
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Fund Insights - 3 Stocks That Meet The Value Test pdf 1093KB
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Fund Insight – Disruptors create value opportunities pdf 1054KB
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Fund Profile – Mackenzie Cundill Value Fund pdf 176KB
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Fund Profile – Mackenzie Cundill Value Fund – Series F pdf 176KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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Financial Statements – Annual – Mackenzie Cundill Value Fund pdf 598KB
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MRFP – Annual – Mackenzie Cundill Value Fund pdf 1349KB
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Financial Statements – Semi-annual – Mackenzie Cundill Value Fund pdf 538KB
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MRFP – Semi-annual – Mackenzie Cundill Value Fund pdf 1466KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Cundill Value Fund pdf 63KB
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Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Cundill Value Fund pdf 57KB
Other Global Equity
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- Mackenzie Cundill Value Class
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- Mackenzie All China Equity Fund
- Mackenzie Ivy Foreign Equity Class
- Mackenzie Global Equity Fund
- Mackenzie Emerging Markets Class
- Mackenzie Ivy International Fund
- Mackenzie High Diversification International Equity Fund
- Mackenzie Global Small Cap Fund
- Mackenzie International Dividend Fund
- See all Global Equity
Quarterly Commentaries
Monthly Commentaries