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
Mackenzie Ivy TeamInvestment experience since 1992

Matt Moody, MBA, CFA
Senior Vice President, Portfolio Manager, Head of Team
Mackenzie Ivy TeamInvestment experience since 1999

Graham Meagher, CFA
Vice President, Portfolio Manager
Mackenzie Ivy TeamInvestment experience since 1999

Hussein Sunderji, MBA, CFA
Vice President, Portfolio Manager
Mackenzie Ivy TeamInvestment experience since 2007

Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Fund Profile - Mackenzie Ivy Foreign Equity Currency Neutral Fund Series PW pdf 504KB
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Fund Profile - Mackenzie Ivy Foreign Equity Currency Neutral Fund Series F pdf 506KB
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Fund Profile - Mackenzie Ivy Foreign Equity Currency Neutral Fund pdf 505KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
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MRFP – Annual – Mackenzie Ivy Foreign Equity Currency Neutral Fund pdf 973KB
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Financial Statements – Annual – Mackenzie Ivy Foreign Equity Currency Neutral Fund pdf 1487KB
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MRFP – Annual – Mackenzie Ivy Foreign Equity Currency Neutral Fund pdf 1167KB
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Quarterly Portfolio Disclosure - 1st Quarter - Mackenzie Ivy Foreign Equity Currency Neutral Fund pdf 81KB
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Financial Statements – Interim – Mackenzie Ivy Foreign Equity Currency Neutral Fund pdf 1530KB
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MRFP – Interim – Mackenzie Ivy Foreign Equity Currency Neutral Fund pdf 935KB
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Quarterly Portfolio Disclosure - 3rd Quarter – Mackenzie Ivy Foreign Equity Currency Neutral Fund pdf 81KB
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