Asset Class US Equity

Mackenzie Private US Equity Pool Class

Why invest in this fund?

  • Provides exposure to sectors in the U.S. that are under-represented in Canada, such as information technology, health care and consumer discretionary.
  • 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