Asset Class Canadian Equity

Why invest in this fund?

  • Seeks to provide long-term capital appreciation by investing in a select group of high-quality companies
  • Suitable as a long-term International equity holding with lower-volatility characteristics; downside protection strategies in volatile markets is the hallmark of the Fund’s investment approach
  • Aims to protect on the downside while participating in the upside which is the hallmark of the Fund’s investment approach

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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, CFA

Vice President, Portfolio Manager

Mackenzie Ivy Team

Investment experience since 2005

Commentary

Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Regulatory Documents