MUTUAL FUNDS

MANAGEMENT COMPANIES


MANAGERS
 
Bluewater Investment Management
Bluewater Investment Management was formed in 1994. The company’s belief has always been that owning a small number of growth companies for the long-term and knowing them well is the best way for equity investors to build wealth. All of Bluewater’s portfolios are built the same way. They are concentrated collections of what the fund managers believe to be solid, well-managed companies bought at a discount to their intrinsic value. Their valuation discipline adds a strong element of capital preservation.

Funds under Management:
• Mackenzie Destination+ 2015 Fund
• Mackenzie Destination+ 2017 Fund
• Mackenzie Destination+ 2020 Fund
• Mackenzie Destination+ 2025 Fund
• Mackenzie Focus All-Canadian Class
• Mackenzie Focus Canada Fund
• Mackenzie Universal All-Canadian Growth Class (A Class)
• Mackenzie Universal All-Canadian Growth Class (B Class)
• Mackenzie Universal American Growth Class (Hedged)
• Mackenzie Universal American Growth Class (Unhedged)
• Mackenzie Universal Canadian Balanced Fund
• Mackenzie Universal Canadian Balanced Segregated Fund
• Mackenzie Universal Canadian Growth Fund
• Mackenzie Universal Canadian Growth Segregated Fund
• Symmetry Equity Class