Asset Class Global Equity

Mackenzie Global Small-Mid Cap Equity Class

Why invest in this fund?

  • Gain access to a unique combination of three award-winning teams 
  • Benefit from regional specialists with expertise in the U.S., Europe and Asia, curating 40-50 high-conviction investments from each region. 
  • Get exposure to stronger alpha potential through active management in high-quality global small-mid-cap growth investments.

Pending Fund Merger – Mackenzie’s Independent Review Committee approved the proposed merger of the corporate class fund into the corresponding trust fund equivalent, effective on or about July 30, 2021. Click here to learn more.

Key Facts

Portfolio Managers

Phil Taller, MBA, CFA

Senior Vice President, Portfolio Manager

Mackenzie Growth Team

Investment experience since 1991

Kalle Huhdanmäki

Vice President, Portfolio Manager

Mackenzie Europe Team

Investment experience since 1998

Bryan Mattei, CFA

Vice President, Portfolio Manager

Mackenzie Asia Team

Investment experience since 2007

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