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 TeamInvestment experience since 1991
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Fund Profile - Mackenzie US Small-Mid Cap Growth Currency Neutral Fund Series PW pdf 504KB
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Fund Profile - Mackenzie US Small-Mid Cap Growth Currency Neutral Fund pdf 505KB
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Fund Profile - Mackenzie US Small-Mid Cap Growth Currency Neutral Fund Series F pdf 505KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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Financial Statements – Annual – Mackenzie US Small-Mid Cap Growth Currency Neutral Fund pdf 453KB
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MRFP – Annual – Mackenzie US Small-Mid Cap Growth Currency Neutral Fund pdf 1008KB
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Quarterly Portfolio Disclosure - 1st Quarter - Mackenzie US Small-Mid Cap Growth Currency Neutral Fund pdf 74KB
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Financial Statements – Interim – Mackenzie US Small-Mid Cap Growth Currency Neutral Fund pdf 519KB
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MRFP – Interim – Mackenzie US Small-Mid Cap Growth Currency Neutral Fund pdf 954KB
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Quarterly Portfolio Disclosure - 3rd Quarter – Mackenzie US Small-Mid Cap Growth Currency Neutral Fund pdf 74KB
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- Mackenzie US Mid Cap Opportunities Fund
- Mackenzie US All Cap Growth Fund
- Mackenzie US Mid Cap Opportunities Currency Neutral Fund
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