Mackenzie Ivy Foreign Equity 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 TeamInvestment experience since 1992
Matt Moody, MBA, CFA
Vice President, Portfolio Manager
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
Jason Miller, MBA, CFA
Associate Portfolio Manager
Mackenzie Ivy TeamInvestment experience since 2008
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Ivy Through the Cycles
pdf
636KB
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Fund Insights: Putting the 2018 Market Decline into Perspective
pdf
219KB
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Fund Insights: Confident Retirement Planning Through Consistent Returns
pdf
296KB
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Significant moves - Mackenzie Ivy Foreign Equity Fund
pdf
179KB
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Fund Profile – Mackenzie Ivy Foreign Equity Fund
pdf
495KB
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Quarterly Commentary - Mackenzie Ivy Foreign Equity Fund
pdf
225KB
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Fund Profile – Mackenzie Ivy Foreign Equity Fund – Series F
pdf
496KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
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MRFP – Annual – Mackenzie Ivy Foreign Equity Fund
pdf
4168KB
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Financial Statements – Annual – Mackenzie Ivy Foreign Equity Fund
pdf
1997KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Ivy Foreign Equity Fund
pdf
119KB
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Financial Statements – Semi-annual – Mackenzie Ivy Foreign Equity Fund
pdf
1922KB
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MRFP – Semi-annual – Mackenzie Ivy Foreign Equity Fund
pdf
3951KB
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Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Ivy Foreign Equity Fund
pdf
66KB
Other Global Equity
- Mackenzie Ivy Foreign Equity Currency Neutral Class
- Mackenzie Global Dividend Fund
- Mackenzie Emerging Markets Fund
- Mackenzie Global Environmental Equity Fund
- Mackenzie Cundill Value Class
- Mackenzie Ivy International Class
- Mackenzie Private Global Equity Pool Class
- Mackenzie Private Global Equity Pool
- Mackenzie All China Equity Fund
- Mackenzie Ivy Foreign Equity Class
- 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
- Mackenzie Global Equity Fund
- Mackenzie Cundill Value 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.