Asset Class US Equity

Mackenzie US Small-Mid Cap Growth Currency Neutral Fund

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

*All series of the Fund are closed to new investment, except for purchases from certain types of investors.  Learn more >

Key Facts

Portfolio Managers

Phil Taller, MBA, CFA

Senior Vice President, Portfolio Manager

Mackenzie Growth Team

Investment experience since 1991

Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Regulatory Documents

Other US Equity