Asset Class Canadian Equity

Why invest in this fund?

  • Suitable as a core Canadian holding with lower volatility characteristics that seeks to preserve an investor’s wealth
  • The Fund seeks to grow capital over the long term by investing in high-quality, large cap Canadian businesses

Ivy Quarterly Review

Key Facts

Portfolio Managers

Paul Musson CFA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Ivy Team

Investment experience since 1992

Graham Meagher CFA

Vice President, Portfolio Manager

Mackenzie Ivy Team

Investment experience since 1999

James Morrison MBA

Vice President, Portfolio Manager

Mackenzie Ivy Team

Investment experience since 2005

Commentary

Q1 Commentary – Mackenzie Ivy Team

Read Mackenzie Ivy Team’s latest commentary to learn about their analysis of key market risks and opportunities.

May 17, 2019

Q4 Commentary – Mackenzie Ivy Team

Read Mackenzie Ivy Team’s latest commentary to learn about their analysis of key market risks and opportunities.

February 06, 2019

Q3 Commentary – Mackenzie Ivy Team

Read Mackenzie Ivy Team’s latest commentary to learn about their analysis of key market risks and opportunities.

November 12, 2018

Q2 Commentary – Mackenzie Ivy Team

Read Mackenzie Ivy Team’s latest commentary to learn about their analysis of key market risks and opportunities.

August 13, 2018

Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Regulatory Documents