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

Senior Vice President, Portfolio Manager, Team Co-Lead

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



Quarterly Commentaries

Read the latest Mackenzie Team commentaries to learn about their analysis of key market risks and opportunities. For select funds, quarterly reviews of performance and market conditions are also available.

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.



Codes & Fees

Historical Data


Fund Materials

Regulatory Documents