Arup Datta, senior vice‑president and head of global quantitative equity at Mackenzie Investments, steered the $5.1 billion Mackenzie Global Equity Fund, Series F, to a 38.9% gain over the past twelve months. His balanced quantitative framework, which mixes growth, value and quality signals, has also delivered 28.3% annualised returns over three years and 17.9% over five years, consistently outpacing the MSCI World Index.

38.9% One‑Year Return Shows All‑Weather Edge

According to the source, the fund’s near‑40% rise came despite volatile equity markets, underscoring Datta’s claim that a multi‑factor approach can thrive regardless of which style is in favour. the strategy avoids sector‑level bets , instead hunting for the best‑performing stocks inside each sector, a discipline that helped the fund stay ahead of its benchmark .

Key Holdings: Lam Research, Nvidia and a Miami Logistics Firm

The report notes that Lam Research (LRCX‑Q) remains a top position because it scores high on both growth and quality, even though its valuation appears stretched. nvidia (NVDA‑Q) is another marquee holding;while historically pricey, its accelerating earnings growth has narrowed the value gap, keeping it in the portfolio. A third example is a Miami‑based logistics company bought on pure value grounds and later sold after its price‑to‑earnings ratio improved , illustrating Datta’s willingness to rotate out of positions once the factor advantage erodes.

Three‑Year and Five‑Year Track Record Reinforces Consistency

As the source highlights, the fund’s 28.3% three‑year and 17.9% five‑year annualised returns demonstrate that the balanced quantitative model is not a short‑term flash but a durable engine. Datta’s process continuously ignests fresh financial data, recalibrating factor scores to keep the portfolio aligned with the most attractive risk‑adjusted opportunities.

Who Is Driving the Quantitative Process?

Datta,who leads Mackenzie’s global quantitative equity team, personally oversees the factor‑selection algorithms and the ongoing monitoring of each stock’s financial health. The source states that he does not make discretionary sector calls; instead, his models flag the highest‑quality candidates across all sectors, ensuring a disciplined, repeatable investment process.

Unanswered: How Scalable Is the Model for Smaller Funds?

The article does not explain whether Mackenzie plans to roll this balanced quantitative framework out to its smaller, retail‑focused funds, nor does it reveal the exact cost structure of the proprietary models. it also leaves unclear how the strategy would perform in a prolonged market downturn when growth and value signals may converge.