Asset Class US Equity

Mackenzie US Small-Mid Cap Growth Currency Neutral Class

Why invest in this fund?

  • Access mid-cap stocks that can offer a unique risk-return ‘sweet spot’ between fast-growing small businesses and mature large companies
  • Gain exposure to innovative, secular growth businesses offering robust return potential across market cycles
  • Active management seeking alpha through in-depth research in a sparsely covered small- and mid-cap equity universe

Fully hedged to remove substantially all currency risks
NOTE: You can no longer purchase this fund under the US dollar settlement option

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

Phil Taller, MBA, CFA

Senior Vice President, Portfolio Manager

Mackenzie Growth Team

Investment experience since 1991

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