Asset Class Global Equity

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.

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

Matt Moody, MBA

Vice President, Portfolio Manager

Mackenzie Ivy Team

Investment experience since 1999

Robert McKee, MSc

Vice President, Portfolio Manager

Mackenzie Ivy Team

Investment experience since 2007

Hussein Sunderji, MBA

Vice President, Portfolio Manager

Mackenzie Ivy Team

Investment experience since 2007

Commentary

Commentary

Quarterly Commentaries

Read the latest Mackenzie Team commentaries to learn about their analysis of key market risks and opportunities. For select funds, quarterly reviews of performance and market conditions are also available.
Commentary

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.

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

Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Regulatory Documents