Mackenzie Cundill Value Fund
Why invest in this fund?
- Strictly adheres to a value investment style, buying undervalued, out-of-favour businesses that have identifiable catalysts for improvement
- Global portfolio that is diversified by sector and built using a bottom-up stock selection process
- A thorough understanding of the macro landscape helps determine the optimal allocation between cyclical value, deep value and quality value businesses
Key Facts
Portfolio Managers
Richard Wong, CFA
Senior Vice President, Investment Management, Portfolio Manager
Mackenzie Cundill TeamInvestment experience since 1994
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Quarterly Commentary - Mackenzie Cundill Value Fund
pdf
217KB
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Fund Profile – Mackenzie Cundill Value Fund
pdf
496KB
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Fund Profile – Mackenzie Cundill Value Fund – Series F
pdf
495KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Cundill Value Fund
pdf
66KB
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MRFP – Annual – Mackenzie Cundill Value Fund
pdf
1697KB
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MRFP – Semi-annual – Mackenzie Cundill Value Fund
pdf
3655KB
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Financial Statements – Annual – Mackenzie Cundill Value Fund
pdf
581KB
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Financial Statements – Semi-annual – Mackenzie Cundill Value Fund
pdf
1680KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Cundill Value Fund
pdf
66KB
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