Asset Class Global Equity

Mackenzie Ivy Foreign Equity Currency Neutral Fund

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 global equity holding with lower-volatility characteristics – protecting on the downside while participating in the upside is the hallmark of the Fund’s investment approach
  • Suitable as a long-term global equity holding with lower-volatility characteristics; downside protection strategies in volatile markets is the hallmark of the Fund’s investment approach
  • Uses derivatives to hedge exposure to foreign currencies

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, CFA

Vice President, Portfolio Manager

Mackenzie Ivy Team

Investment experience since 1999

Graham Meagher, CFA

Vice President, Portfolio Manager

Mackenzie Ivy Team

Investment experience since 1999

Hussein Sunderji, MBA, CFA

Vice President, Portfolio Manager

Mackenzie Ivy Team

Investment experience since 2007

Jason Miller, MBA, CFA

Associate Portfolio Manager

Mackenzie Ivy Team

Investment experience since 2008

Performance

Portfolio

Codes & Fees

Historical Data

Resources

Regulatory Documents

Other Global Equity