Asset Class US Equity

Why invest in this fund?

  • Seeks to generate dividend income through owning industry leading US businesses with growth potential
  • Diversification outside the Canadian market which is concentrated in three sectors (financials, energy and materials)
  • Proven team to navigate the US and search for quality

Key Facts

Portfolio Managers

Darren McKiernan, CFA

Senior Vice President, Portfolio Manager, Head of Mackenzie Global Equity & Income Team

Investment experience since 1995

Mackenzie Global Equity & Income Team

Katherine Owen, MBA, CFA

Vice President, Portfolio Manager

Investment experience since 1996

Mackenzie Global Equity & Income Team

James Barnby, MBA, CFA

Associate Portfolio Manager

Investment experience since 2016

Mackenzie Global Equity & Income Team

Performance

End value as of

Peer Benchmark End Value as of

Loading

Chart
Line chart with 2 lines.
The chart has 1 X axis displaying Time. Range: to .
The chart has 1 Y axis displaying values. Range: to .
End of interactive chart.

For periods prior to March 2024, the peer performance data presented in the “Growth of $10,000 invested” chart is based on the Morningstar US Equity category.

Loading...

Calendar Year Returns % in CAD

As of

Fund performance is not available for funds with a history of less than one calendar year (January 1-December 31).

Chart
Bar chart with 0 bars.
The chart has 1 X axis displaying categories.
The chart has 1 Y axis displaying values. Range: to .
End of interactive chart.

Portfolio

Major holdings represent 0.00% of the fund as of

Major Holdings

Allocations

Codes & Fees

More Advisor Information
{}

Historical Data

Loading...

Periodic Distributions