Asset Class Global Equity

Mackenzie Private Global Equity Pool

Why invest in this fund?

  • Global exposure to equity markets, including the U.S., international and emerging markets. This comprehensive approach seeks to capture the benefits of diversification and the potential for growth at a time when global equities could be entering a period of extended outperformance.
  • A dedicated low-volatility strategy within the U.S. equity exposure aims to generate returns comparable to the market over a business cycle, while helping to minimize the impact of market corrections.
  • 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 paid monthly.

Key Facts

Portfolio Managers

Nelson Arruda, CFA

Vice President, Portfolio Manager

Mackenzie Multi-Asset Strategies Team

Investment experience since 2009

Andrea Hallett, CFA

Vice President, Portfolio Manager

Mackenzie Multi-Asset Strategies Team

Investment experience since 1998

Commentary

Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Regulatory Documents