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Mackenzie Ivy Canadian Fund - PWT8 (0P0001A9O0.TO)

Toronto - Toronto Delayed Price. Currency in CAD
11.01+0.08 (+0.70%)
At close: 03:00PM EST

Mackenzie Ivy Canadian Fund - PWT8

180 Queen Street West

Management Information
Paul Musson,Lead Manager since January 4, 2009
Paul Musson, Senior Vice President, Investment Management, is Head of the Mackenzie Ivy Team. Paul’s career in the investment industry began in 1992. He has been with Mackenzie Investments since 2000. Prior to joining Mackenzie Investments, Paul worked within the corporate and investment banking arm of a large Canadian bank for four years in the institutional sales area, with a focus on international equities. Paul has a BComm (Finance) from Concordia University. He is also a CFA charterholder.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryCanadian Focused Equity
Fund FamilyMackenzie Investments
Net Assets569.42M
YTD Return4.94%
Morningstar Rating★★
Inception DateApr 2, 2017

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover39.77%
Average for CategoryN/A

Fees & Expenses

Expense0P0001A9O0.TOCategory Average
Annual Report Expense Ratio (net)1.67%1.80%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A