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Mackenzie Private US Equity Pool Series PW

Ranked 306 out of 920 in - US over 12 months
All calculations are in USD unless stated


The Pool pursues long-term capital growth by investing primarily in a diversified portfolio of equity securities of U.S. companies. The Pool will pursue this objective by investing in securities directly and/or by investing in other mutual funds.

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


US over : 28/02/2017 - 28/02/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 19.7% 3.7% 6.0% 3.2% 5.6%
2016 0.5% -2.6% -0.5% 3.2% 0.5%

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).