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Mackenzie US All Cap Growth Series A

Ranked 60 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

Robert M. Brookby

Objective

The Fund seeks to achieve long-term growth of capital by investing primarily in common shares of U.S. companies of any size, from larger, well-established companies to smaller, emerging growth companies.

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

Performance

US over : 31/10/2016 - 31/10/2017
  • Rank 60/877 Total Return
  • Rank 305/877 Standard Deviation
  • Rank 254/877 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 8.6% 4.7% 5.4%
2016 6.9% -1.7% 0.1% 7.6% 1.0%
2015 -2.9% 2.5% -1.0% -9.4% 5.7%
2014 10.7% -0.2% 4.6% 1.6% 4.5%
2013 33.3% 8.4% -0.2% 10.8% 11.3%
2012 9.3% 12.9% -6.8% 5.2% -1.2%
2011 -0.2% 3.9% 0.8% -13.5% 10.2%
2010 10.4% 3.0% -13.1% 11.1% 11.0%
2009 27.2% -2.9% 11.1% 10.7% 6.5%
2008 -38.5% -10.6% 0.0% -11.8% -22.1%
2007 22.1% 1.3% 5.1% 11.4% 3.0%
2006 4.0% 3.0% -2.1% -1.6% 4.8%
2005 8.6% -3.8% 4.0% 3.3% 5.1%
2004 0.2% -0.7% 0.0% -5.8% 7.1%
2003 26.0% -0.9% 14.8% 0.5% 10.2%
2002 -30.4% -5.6% -19.1% -12.1% 3.7%
2001 -31.1% -23.2% 6.2% -22.6% 9.1%
2000 -21.8% 12.3% -14.6% 0.7% -19.1%
1999 87.2% 21.2% 6.6% 2.9% 40.7%
1998 56.4% 18.1% 10.3% -6.4% 28.3%
1997 14.1% -3.3% 16.1% 8.3% -6.2%
1996 43.9% 20.9% 6.5% 6.8% 4.7%
1995 -9.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date27/01/1995
  • Share Class size470Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management2.00%

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