Mackenzie Private US Equity Pool
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
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 US Equity Pool – Series F pdf 488KB
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Fund Profile – Mackenzie Private US Equity Pool pdf 488KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Private US Equity Pool pdf 89KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Private US Equity Pool pdf 99KB
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Financial Statements – Semi-annual – Mackenzie Private US Equity Pool pdf 294KB
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Financial Statements – Annual – Mackenzie Private US Equity Pool pdf 539KB
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MRPF – Annual – Mackenzie Private US Equity Pool pdf 1016KB
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MRFP – Semi-annual – Mackenzie Private US Equity Pool pdf 1026KB
Other US Equity
- Mackenzie US Growth Class
- Mackenzie Private US Equity Pool Class
- Mackenzie US Mid Cap Opportunities Fund
- Mackenzie US Small-Mid Cap Growth Class
- Mackenzie US Small-Mid Cap Growth Currency Neutral Class
- Mackenzie Maximum Diversification US Index Fund
- Mackenzie US Mid Cap Opportunities Currency Neutral Fund
- See all US 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.