Asset Class US Equity

Why invest in this fund?

  • Seeks US companies that conservatively grow throughout a market cycle 
  • Active risk management:  the portfolio management team is company focused – not index focused, resulting in a portfolio that is different from the benchmark
  • A concentrated portfolio of businesses that compound free cash flow growth  

Pending Fund Merger – Mackenzie’s Independent Review Committee approved the proposed merger of the corporate class fund into the corresponding trust fund equivalent, effective on or about July 30, 2021. Click here to learn more.

Key Facts

Portfolio Managers

David Arpin, MA, CFA

Senior Vice President, Portfolio Manager, Team Co-Lead

Mackenzie Bluewater Team

Investment experience since 1995

Dina DeGeer, MBA, CFA

Senior Vice President, Portfolio Manager, Team Co-Lead

Mackenzie Bluewater Team

Investment experience since 1985

Shah Khan, MBA, CFA

Vice President, Portfolio Manager

Mackenzie Bluewater Team

Investment experience since 2010

Hui Wang, MBA, CFA, CAIA

Vice President, Portfolio Manager

Mackenzie Bluewater Team

Investment experience since 2010

Commentary

Insight

Fund feature page

Learn how this Fund can be a valuable component for the construction of your clients’ portfolios.

commentary

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.

Performance

Portfolio

Codes & Fees

Historical Data