Why invest in this fund?
- Seeks to provide long-term capital appreciation by investing in a select group of high-quality companies
- Suitable as a long-term global equity holding with lower-volatility characteristics – protecting on the downside while participating in the upside is the hallmark of the Fund’s investment approach
- Suitable as a long-term global equity holding with lower-volatility characteristics; downside protection strategies in volatile markets is the hallmark of the Fund’s investment approach
- Uses derivatives to hedge exposure to foreign currencies
Key Facts
Asset Class
View AllPortfolio Managers

Matt Moody, MBA, CFA
Senior Vice President, Portfolio Manager, Head of Team
Investment experience since 1999
Mackenzie Ivy Team
Hussein Sunderji, MBA, CFA
Vice President, Portfolio Manager
Investment experience since 2007
Mackenzie Ivy Team
Jason Miller, MBA, CFA
Vice President, Portfolio Manager
Investment experience since 2008
Mackenzie Ivy TeamPortfolio
Major Holdings
Allocations
Codes and Fees
Historical Data
Periodic Distributions
Resources
Fund Materials
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Fund Profile - Mackenzie Ivy Foreign Equity Currency Neutral Fund pdf 529KB
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Fund Profile - Mackenzie Ivy Foreign Equity Currency Neutral Fund Series F pdf 529KB
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Fund Profile - Mackenzie Ivy Foreign Equity Currency Neutral Fund Series PW pdf 528KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
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Financial Statements – Interim – Mackenzie Ivy Foreign Equity Currency Neutral Fund pdf 467KB
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Financial Statements – Annual – Mackenzie Ivy Foreign Equity Currency Neutral Fund pdf 1517KB
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Quarterly Portfolio Disclosure - 1st Quarter - Mackenzie Ivy Foreign Equity Currency Neutral Fund pdf 77KB
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Quarterly Portfolio Disclosure - 3rd Quarter – Mackenzie Ivy Foreign Equity Currency Neutral Fund pdf 78KB
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MRFP – Annual – Mackenzie Ivy Foreign Equity Currency Neutral Fund pdf 2434KB
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MRFP – Annual – Mackenzie Ivy Foreign Equity Currency Neutral Fund pdf 1383KB
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MRFP – Interim – Mackenzie Ivy Foreign Equity Currency Neutral Fund pdf 1176KB
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