The Cundill Group provides investment management services to retail mutual funds in Canada and the US, to high net worth individuals in the US and offshore, and to institutional accounts in both Canada and the US.
In Canada, the Cundill Group provides investment advisory services to 16 mutual funds managed by Mackenzie Financial Corporation:
Mackenzie Cundill Value Fund
Mackenzie Cundill Canadian Security Fund
Mackenzie Cundill Canadian Balanced Fund
Mackenzie Select Managers Fund*
Mackenzie Cundill Recovery Fund
Mackenzie Cundill Global Balanced Fund
Mackenzie Cundill Value Capital Class
Mackenzie Select Managers Canada Fund *
Mackenzie Cundill Canadian Security Capital Class
IG Mackenzie Select Managers Canada *
Mackenzie Select Managers Capital Class *
Mackenzie Cundill American Capital Class
Mackenzie Symmetry Canadian Stock Capital Class*
Mackenzie Select Managers International Capital Class*
Mackenzie Select Managers Canada Capital Class*
IG Mackenzie Select Managers Canada Capital Class*
Mackenzie Symmetry Canadian Specialty Stock
* - Multi manager funds
Prospective investors who are not resident in Canada should consult with their financial advisor to determine if the funds listed above may lawfully be sold in their jurisdiction.
In the U.S., the Ivy Cundill Global Value Fund is managed by Waddell & Reed. The Cundill Group provides services to high net worth individuals and institutional accounts, primarily through limited partnerships and large corporate accounts.
Ivy Cundill Value Fund
The Ivy Cundill Value Fund is offered only by prospectus. The prospectus contains more complete information concerning the management fees and expenses of the fund. Please read the prospectus carefully before you invest or send money. Remember that there can be no assurance that the investment objective of any mutual fund will be achieved. Prospective investors who are not resident in the United States should consult with their financial advisor to determine if the funds may lawfully be sold in their jurisdiction.
