Growth of $10,000

Fund Returns updated daily. Category and Index returns updated monthly.
Investment Objective and Strategy
The Fund pursues long-term capital growth from investments primarily in a broad range of global equity securities. The Fund may invest the majority of its assets in the securities of companies in a single country or a single industry depending on prevailing market conditions. The Cundill investment approach is based on a fundamental value philosophy: invest in securities which are trading below their estimated intrinsic value, determined by reviewing corporate balance sheets, earnings statements, dividend records, business prospects, management strengths and potential catalysts to realize securityholder value. Preservation of invested capital is the hallmark of the contrarian, value-based approach followed by the Cundill investment team.

Category Medalists

Morningstar’s Take

Contact Information

Telephone 800-387-0614

Minimum Investments

Initial 500
Additional 100
Closed to All Investors No
Closed to New Investors No


Country Registered For Sale
Country Available For Sale

Advisor Information

Fund Inception 07/10/1998
Name of Issuer Mackenzie Investments
Fund Advisor(s) Mackenzie Investments
Subadvisor(s) Mackenzie Cundill Investment Mgmt Ltd.


  Start Date
Andrew Massie 02/08/2004
Lawrence Chin 19/07/2013