Asset Class US Equity

Why invest in this fund?

  • Core like fund with exposure to historically some of the most profitable businesses south of the border
  • Owns companies in high-growth sectors that are not as extensive in Canada including healthcare and technology
  • Portfolio manager supported by a deep and experienced team of investment analysts

 

Key Facts

Portfolio Managers

David Arpin, MA

Senior Vice President, Portfolio Manager, Team Co-Lead

Mackenzie Bluewater Team

Investment experience since 1995

Dina DeGeer, MBA

Senior Vice President, Portfolio Manager, Team Co-Lead

Mackenzie Bluewater Team

Investment experience since 1985

Shah Khan, MBA

Vice President, Portfolio Manager

Mackenzie Bluewater Team

Investment experience since 2010

Hui Wang, MBA

Associate Portfolio Manager

Mackenzie Bluewater Team

Investment experience since 2010

Commentary

Commentary

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.
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