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Mackenzie Us Dividend Fund Series A (0P000134BD)

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17.744 +0.020    +0.11%
27/06 - Closed. Currency in CAD ( Disclaimer )
Type:  Fund
Market:  Canada
Issuer:  Mackenzie Institutional
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 76.8M
Mackenzie US Dividend Fund Series A 17.744 +0.020 +0.11%

Mackenzie Us Dividend Fund Series A Overview

 
On this page you'll find an in-depth profile of Mackenzie Us Dividend Fund Series A. Learn about the key management, total assets, investment strategy and contact information of 0P000134BD among other information.
Category

Total Assets

76.8M

Expenses

0.20%

Inception Date

Apr 23, 2014

Investment Strategy

The Fund seeks long-term capital growth and current income by investing primarily in U.S. equity securities that pay, or may be expected to pay, dividends. The Fund may also invest in other types of securities that distribute, or may be expected to distribute, income. The investment approach follows a disciplined investment process to construct a portfolio of attractively valued companies that combines above-average yield with the potential for growth.

Contact Information

Address 180 Queen Street West
Toronto,ON M5V 3K1
Canada
Phone 416-922-5322
Fax 416-922-5660

Top Executives

Name Title Since Until
Katherine S. Owen Vice President 2020 Now
Biography Katherine S. Owen, vice president, joined the Templeton organization in 2001. Ms. Owen has global research responsibilities for healthcare services, consumer electronic companies and leisure services. Prior to joining Templeton, Ms. Owen was an equity analyst with Global Strategy, Inc., where she co-managed two mutual funds (global and U.S. equity) and analyzed a broad range of non-Canadian companies and their respective industries/countries
Darren McKiernan Portfolio manager 2014 Now
Biography Darren McKiernan, Senior Vice President, Investment Management, is Head of the Mackenzie Global Equity & Income Team. Darren’s career in the investment industry began in 1995. Prior to joining Mackenzie Investments, he was Vice President and Lead Portfolio Manager of a major global dividend fund at a leading investment management company. Before that, Darren was a co-manager at a global value-based investment firm, where he focused on U.S. equities. Darren has a BComm (Hons.) from the University of Manitoba and is a CFA charterholder.
Eugene Profis Portfolio Manager 2014 2020
Biography Eugene Profis, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Global Equity & Income Team. Eugene’s career in the investment industry began in 2005. Prior to joining Mackenzie Investments, he was Vice President at a leading global value-based investment firm, where he co-managed a large-cap U.S. fund. Eugene has Business Administration (Hons.) and MBA degrees from the Richard Ivey School of Business at the University of Western Ontario. He is also a CFA charterholder.
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