
Smaller companies, big growth opportunities
Everything you need to know
Mackenzie Global Small-Mid Cap Fund
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.
Advisor feature page >
The case for global small and mid-cap investing >
Key Facts
Portfolio Managers

Phil Taller, MBA
Senior Vice President, Portfolio Manager
Mackenzie Growth TeamInvestment experience since 1991

Kalle Huhdanmäki
Vice President, Portfolio Manager
Mackenzie Europe TeamInvestment experience since 1998

Bryan Mattei, CFA
Vice President, Portfolio Manager
Mackenzie Asia TeamInvestment experience since 2007
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Investor page - Smaller companies, big growth opportunities pdf 289KB
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Quarterly Fund Review - Mackenzie Global Small-Mid Cap Fund pdf 178KB
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Fund profile - Mackenzie Global Small-Mid Cap Fund Series A pdf 468KB
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Fund Profile - Mackenzie Global Small-Mid Cap Fund Series F pdf 469KB
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Fund Profile - Mackenzie Global Small-Mid Cap Fund Series PW pdf 468KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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Quarterly Portfolio Disclosure - 1st Quarter – Mackenzie Global Small-Mid Cap Fund pdf 68KB
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Financial Statements – Annual – Mackenzie Global Small-Mid Cap Fund pdf 381KB
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MRFP – Annual – Mackenzie Global Small-Mid Cap Fund pdf 917KB
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MRFP - Semi-annual - Mackenzie Global Small-Mid Cap Fund pdf 944KB
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Quarterly Portfolio Disclosure - 3rd Quarter Mackenzie Global Small-Mid Cap Fund pdf 71KB
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