Codes & Fees – Mackenzie Private Global Equity Pool Series O | Mackenzie Investments

Mackenzie Private Global Equity Pool Series O

Asset Class: Global Equity
MER as of March 31, 2019
Series Current sort (ascending) Prefix sort by Prefix Front End CAD sort by Front End CAD Back End CAD sort by Back End CAD Low Load 2 CAD sort by Low Load 2 CAD Low Load 3 CAD sort by Low Load 3 CAD Front End USD sort by Front End USD Back End USD sort by Back End USD Low Load 2 USD sort by Low Load 2 USD Low Load 3 USD sort by Low Load 3 USD Mgmt Fee % sort by Mgmt Fee % MER % sort by MER % Fixed Rate Distribution sort by MER %
O MFC 5525 0.02%
PW MFC 6580 1.75% 2.13%
PWF MFC 6584 0.75% 1.03%
PWF5 # MFC 6585 0.75% 1.06% 5.00%
PWF8 # MFC 5336 0.75% 1.04% 8.00%
PWFB MFC 6968 0.75% 0.97%
PWFB5 # MFC 6969 0.75% 1.04% 5.00%
PWT5 # MFC 6581 1.75% 2.19% 5.00%
PWT8 # MFC 5325 1.75% 2.17% 8.00%
PWX MFC 6582
PWX5 # MFC 6583 5.00%
PWX8 # MFC 5346 8.00%
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Other Global Equity Funds

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

#This series pays a monthly annual fixed rate distribution.

Commissions, trailing commissions, management fees, brokerage fees and expenses may be associated with investment funds. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution, or optional charges or income taxes payable by any security holder that would have reduced returns. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated.

For changes in the business, operations or affairs of an investment fund, and reorganization or acquisition of assets in an investment fund during the most recent 10 years that could have materially affected the performance of the investment fund, please refer to the "Major Changes During the Last 10 Years” section in the most recent Annual Information Form.

Mutual Fund US Dollar Settlement Option details.

Index performance does not include the impact of fees, commissions, and expenses that would be payable by investors in the investment products that seek to track an index.

The rate of return is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the investment fund or asset allocation service or returns on investment in the investment fund or from the use of the asset allocation service.

* The MSCI World Index is a free float adjusted, market capitalization weighted index that is designed to measure the equity market performance of developed markets. It consists of 24 developed market country indices.