Mackenzie Ivy Foreign Equity Currency Neutral Class
Why invest in this fund?
- Pursues long-term capital growth by investing in a select group of high-quality, multinational companies
- Suitable as a long-term global equity holding with lower-volatility characteristics – downside protection in volatile markets is the hallmark of the Fund’s investment approach
- Truly differentiated global equity offering with low correlation to broad equity markets
- May use derivatives to hedge their exposure to foreign currencies
NOTE: You can no longer purchase this fund under the US dollar settlement option.
Key Facts
Portfolio Managers
Paul Musson, CFA
Senior Vice President, Portfolio Manager, Head of Team
Mackenzie Ivy TeamInvestment experience since 1992
Matt Moody, MBA
Vice President, Portfolio Manager
Mackenzie Ivy TeamInvestment experience since 1999
Robert McKee, MSc
Vice President, Portfolio Manager
Mackenzie Ivy TeamInvestment experience since 2007
Hussein Sunderji, MBA
Vice President, Portfolio Manager
Mackenzie Ivy TeamInvestment experience since 2007
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Investor Brochure – Mackenzie Ivy Foreign Equity Fund
pdf
351KB
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Fund Profile – Mackenzie Ivy Foreign Equity Currency Neutral Class
pdf
176KB
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Fund Profile – Mackenzie Ivy Foreign Equity Currency Neutral Class – Series F
pdf
176KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
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Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Ivy Foreign Equity Currency Neutral Class
pdf
90KB
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Financial Statements – Semi-annual – Mackenzie Ivy Foreign Equity Currency Neutral Class
pdf
615KB
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MRFP – Semi-annual – Mackenzie Ivy Foreign Equity Currency Neutral Class
pdf
795KB
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MRFP – Annual – Mackenzie Ivy Foreign Equity Currency Neutral Class
pdf
1293KB
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Financial Statements – Annual – Mackenzie Ivy Foreign Equity Currency Neutral Class
pdf
428KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Ivy Foreign Equity Currency Neutral Class
pdf
118KB
Other Global Equity
- Mackenzie Global Dividend Fund
- Mackenzie Emerging Markets Fund
- Mackenzie Global Environmental Equity Fund
- Mackenzie Cundill Value Class
- Mackenzie Ivy Foreign Equity Fund
- Mackenzie Ivy International Class
- Mackenzie Private Global Equity Pool Class
- Mackenzie Private Global Equity Pool
- Mackenzie Cundill Value Fund
- Mackenzie All China Equity Fund
- Mackenzie Ivy Foreign Equity Class
- Mackenzie Global Equity Fund
- Mackenzie Emerging Markets Class
- Mackenzie Ivy International Fund
- Mackenzie International Dividend Fund
- Mackenzie Global Small-Mid Cap Fund
- Mackenzie Maximum Diversification Emerging Markets Index Fund
- Mackenzie Maximum Diversification All World Developed Index Fund
- Mackenzie Maximum Diversification All World Developed ex North America Index Fund
- Mackenzie Global Small-Mid Cap Equity Class
- Mackenzie Global Small-Mid Cap Equity Fund
- Mackenzie Global Women’s Leadership Fund
- See all Global Equity
Fund feature page
Learn how this Fund can be a valuable component for the construction of your clients’ portfolios.
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.