Asset Class US Equity

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
  • Leverage our team’s investment edge to discern between ideas and real business opportunities
  • Seek alpha in an under-researched universe of US mid caps with a concentrated portfolio of high-quality, innovative, secular growth businesses
  • A true US dollar fund: currency fluctuations won’t impact its USD performance
❈ On Friday March 10, 2023, the Fund had 0.80% exposure to Signature Bank and 0.65% exposure to First Republic Bank.  No shares were sold. 

Key Facts

Portfolio Managers

Phil Taller, MBA, CFA

Senior Vice President, Portfolio Manager

Mackenzie Growth Team

Investment experience since 1991

Sonny Aggarwal, MBA, CFA

Vice President, Portfolio Manager

Mackenzie Growth Team

Investment experience since 2000

John Lumbers, CFA

Vice President, Portfolio Manager

Mackenzie Growth Team

Investment experience since 2011

Performance

Portfolio

Sustainability Characteristics

Codes & Fees

Historical Data