Mackenzie US Investment Grade Fund (QUIG)

Overview

The fund is designed for investors seeking exposure to large cap equity markets, leveraging a strategy that commits at least 80% of its net assets (plus any borrowings intended for investment purposes) to the equity securities of large capitalization companies. These are defined as companies with market capitalizations typically within the range of the Russell 1000® Index, which is a benchmark for large cap U.S. stocks. This investment approach targets firms that are considered to have a substantial market presence and stability, representing a significant portion of the market's total capitalization.

Products and Services

• Equity Securities of Large Cap Companies

This product focuses on investing in the stocks of those companies that are classified as large cap, meaning they have a market capitalization that falls within the range of the Russell 1000® Index. These companies are generally acknowledged for their market stability, liquidity, and potential for growth, making them a cornerstone of this fund’s investment strategy.

• Other Investments with Similar Economic Characteristics

In addition to large cap equities, the fund is open to exploring other investment avenues that share similar economic characteristics. This could include a variety of financial instruments that present a comparable risk-return profile to large cap equity investments, broadening the scope of the fund’s market engagement while adhering to its core investment philosophy.