Mackenzie Private Global Equity Pool Class
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
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
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Private Wealth Pools - Investor Guide pdf 9777KB
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Fund Profile – Mackenzie Private Global Equity Pool Class – Series F pdf 170KB
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Fund Profile – Mackenzie Private Global Equity Pool Class pdf 170KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Private Global Equity Pool Class pdf 93KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Private Global Equity Pool Class pdf 105KB
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Financial Statements – Semi-annual – Mackenzie Private Global Equity Pool Class pdf 482KB
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MRPF – Annual – Mackenzie Private Global Equity Pool Class pdf 569KB
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Financial Statements – Annual – Mackenzie Private Global Equity Pool Class pdf 511KB
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MRFP – Semi-annual – Mackenzie Private Global Equity Pool Class pdf 1208KB
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- Mackenzie International Dividend Fund
- Mackenzie Global Small-Mid Cap Fund
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- Mackenzie Global Small-Mid Cap Equity Fund
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- 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.