Mackenzie Cundill Value Fund II
Why invest in this fund?
- Strictly adheres to a value investment style: buying undervalued, out-of-favour or misunderstood situations, which can generate competitive long-term returns as these situations re-price in the market
- 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
NOTE: Mackenzie Segregated Funds and Guaranteed Investment Funds are no longer available to new investors Existing policyholders are able to make additional investments in their contracts and exchanges between available funds is also permitted
*Effective July 30, 2021, all series of the Fund are closed to new investment.
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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Fund Profile - Mackenzie Cundill Value Fund II Series F pdf 503KB
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Fund Profile - Mackenzie Cundill Value Fund II pdf 503KB
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Fund Profile - Mackenzie Cundill Value Fund II pdf 501KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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Financial Statements – Annual – Mackenzie Cundill Value Fund II pdf 1281KB
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MRFP – Annual – Mackenzie Cundill Value Fund II pdf 1059KB
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Quarterly Portfolio Disclosure - 1st Quarter - Mackenzie Cundill Value Fund II pdf 80KB
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Quarterly Portfolio Disclosure - 3rd Quarter – Mackenzie Cundill Value Fund II pdf 80KB
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Financial Statements – Interim – Mackenzie Cundill Value Fund II pdf 254KB
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MRFP – Interim – Mackenzie Cundill Value Fund II pdf 1132KB
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