Asset Class US Equity

Why invest in this fund?

  • Core like fund with exposure to historically some of the most profitable businesses south of the border
  • Owns companies in high-growth sectors that are not as extensive in Canada including healthcare and technology
  • Portfolio manager supported by a deep and experienced team of investment analysts

 

Key Facts

Portfolio Managers

David Arpin, MA

Senior Vice President, Portfolio Manager, Team Co-Lead

Mackenzie Bluewater Team

Investment experience since 1995

Dina DeGeer, MBA

Senior Vice President, Portfolio Manager, Team Co-Lead

Mackenzie Bluewater Team

Investment experience since 1985

Shah Khan, MBA

Vice President, Portfolio Manager

Mackenzie Bluewater Team

Investment experience since 2010

Hui Wang, MBA

Associate Portfolio Manager

Mackenzie Bluewater Team

Investment experience since 2010

Commentary

Performance

Portfolio

Codes & Fees

Historical Data