
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.
Key Facts
Portfolio Managers

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

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

Nick Scott
Senior Vice President, Portfolio Manager
Mackenzie Asia TeamInvestment experience since 1987
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Investor page - Why you need global small and mid caps in your portfolio pdf 338KB
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Fund profile - Mackenzie Global Small-Mid Cap Fund Series A pdf 482KB
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Fund Profile - Mackenzie Global Small-Mid Cap Fund Series F pdf 483KB
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Quarterly Fund Review - Mackenzie Global Small-Mid Cap Fund pdf 226KB
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Fund Profile - Mackenzie Global Small-Mid Cap Fund Series PW pdf 483KB
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The case for Japanese Small Cap stocks pdf 474KB
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Quarterly Commentaries - Mackenzie Global Small-Mid Cap Fund pdf 111KB
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 115KB
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MRFP - Semi-annual - Mackenzie Global Small-Mid Cap Fund pdf 1647KB
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Financial Statements – Interim – Mackenzie Global Small-Mid Cap Fund pdf 1244KB
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Financial Statements – Annual – Mackenzie Global Small-Mid Cap Fund pdf 315KB
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MRFP – Annual – Mackenzie Global Small-Mid Cap Fund pdf 1711KB
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Quarterly Portfolio Disclosure - 3rd Quarter Mackenzie Global Small-Mid Cap Fund pdf 61KB
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