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Mackenzie Private US Equity Pool Series PW

Ranked 468 out of 867 in - US over 12 months
All calculations are in USD unless stated

Objective

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.

Performance

US over : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 3.7% 6.0%
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 investment150,000
  • Min. regular additional investment50

Charges

  • Annual management1.85%

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