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 TeamInvestment experience since 2009

Andrea Hallett, CFA
Vice President, Portfolio Manager
Mackenzie Multi-Asset Strategies TeamInvestment experience since 1998
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 US Equity Pool Class – Series F pdf 169KB
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Fund Profile – Mackenzie Private US Equity Pool Class pdf 169KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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MRPF – Annual – Mackenzie Private US Equity Pool Class pdf 426KB
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MRFP – Semi-annual – Mackenzie Private US Equity Pool Class pdf 437KB
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Financial Statements – Semi-annual – Mackenzie Private US Equity Pool Class pdf 196KB
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Financial Statements – Annual – Mackenzie Private US Equity Pool Class pdf 238KB
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Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Private US Equity Pool Class pdf 58KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Private US Equity Pool Class pdf 63KB