Mackenzie Private Canadian Focused Equity Pool Class
Why invest in this fund?
- Flexibility to invest in equities across the spectrum of market capitalization, which offers more opportunity for enhanced performance and diversification.
- Its global investment approach provides investors with access to sectors not widely available in Canada.
- Tax efficiency options for building wealth through a corporate class version, and for generating a monthly cash flow with an annual 5% fixed rate distribution series paid monthly.
Key Facts
Portfolio Managers
Nelson Arruda, CFA
Senior Vice President, Portfolio Manager, Team Co-Lead
Mackenzie Multi-Asset Strategies TeamInvestment experience since 2009
Andrea Hallett, CFA
Vice President, Portfolio Manager
Mackenzie Multi-Asset Strategies TeamInvestment experience since 1998
Todd Mattina, Ph.D.
Senior Vice-President, Chief Economist, Portfolio Manager, Team Co-Lead
Mackenzie Multi-Asset Strategies TeamInvestment experience since 2001
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
= Login required for access
-
Private Wealth Pools - Investor Guide
pdf
9777KB
-
Fund Profile – Mackenzie Private Canadian Focused Equity Pool Class
pdf
170KB
-
Fund Profile – Mackenzie Private Canadian Focused Equity Pool Class – Series F
pdf
170KB
Regulatory Documents
= Login required for access
- Fund Facts
- Prospectus & Annual Information Form
-
Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Private Canadian Focused Equity Pool Class
pdf
92KB
-
Financial Statements – Annual – Mackenzie Private Canadian Focused Equity Pool Class
pdf
492KB
-
MRPF – Annual – Mackenzie Private Canadian Focused Equity Pool Class
pdf
781KB
-
Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Private Canadian Focused Equity Pool Class
pdf
105KB
-
Financial Statements – Semi-annual – Mackenzie Private Canadian Focused Equity Pool Class
pdf
272KB
-
MRFP – Semi-annual – Mackenzie Private Canadian Focused Equity Pool Class
pdf
780KB
Other Canadian Equity
- Mackenzie Canadian Equity Class
- Mackenzie Canadian Small Cap Fund
- Mackenzie Private Canadian Focused Equity Pool
- Mackenzie Canadian Small Cap Class
- Mackenzie Ivy Canadian Fund
- Mackenzie Global Tactical Bond Fund
- Mackenzie Cundill Canadian Security Fund
- Mackenzie US All Cap Growth Fund
- Mackenzie US Dividend Fund
- Mackenzie Cundill Canadian Security Class
- Mackenzie Canadian Growth Fund
- Mackenzie Canadian Dividend Class
- Mackenzie Canadian Dividend Fund
- Mackenzie Canadian Equity Fund
- Mackenzie Maximum Diversification Canada Index Class
- See all Canadian 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.