Asset Class Global Equity

Why invest in this fund?

  • Invest in leading North American businesses with unique competitive advantages.
  • A concentrated portfolio of businesses that focuses on growing and sustaining free cash flow.
  • Active risk management: the portfolio management team is company focused – not index focused, resulting in a portfolio that is different from the benchmark.

Key Facts

Portfolio Managers

David Arpin, MA, CFA

Senior Vice President, Portfolio Manager, Team Co-Lead

Mackenzie Bluewater Team

Shah Khan, MBA, CFA

Vice President, Portfolio Manager, Team Co-Lead

Mackenzie Bluewater Team

Tyler Hewlett, CFA

Vice President, Portfolio Manager

Mackenzie Bluewater Team

Dave Taylor, CFA

Vice President, Portfolio Manager

Mackenzie Bluewater 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.
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

Resources

Fund Materials

Regulatory Documents