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Mackenzie Private US Equity Pool Class Sr PW

Ranked 408 out of 889 in - US over 12 months
All calculations are in USD unless stated


The Pool seeks to provide investors with a similar return to Mackenzie Private US Equity Pool (the Underlying Pool), which pursues long-term capital growth by investing primarily in a diversified portfolio of equity securities of U.S. companies. The Pool seeks to accomplish its objectives by investing substantially all of its assets in securities of the Underlying Pool.

Showing fund performance globally. You can view performance in individual jurisdictions.


US over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 19.9% 3.7% 6.1% 3.2% 5.6%
2016 0.3% -2.6% -0.5% 3.2% 0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date14/12/2015
  • Share Class size01Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment50


  • Annual management1.85%
  • Initial investment1.85

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).