Key stats
About MACKENZIE CANADA LOW VOLATILITY ETF UNITS CAD
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Inception date
Jun 6, 2024
The fund seeks long-term capital growth by investing in large- and mid-capitalization Canadian companies. It applies a quantitative, bottom-up selection investment process based on fundamental insights and following a core investment style. The portfolio management team uses a quantitative approach to stock selection, portfolio construction, and transaction cost measurement while employing fundamental ideas in a disciplined, risk-aware manner. The ETF aims to operate with lower volatility against its benchmark while following an ESG-integrated approach through quantitative modeling. The approach determines which ESG characteristics are perceived to be most material to financial performance that could lead to better risk-adjusted returns. As an actively managed fund, the portfolio manager has full discretion to make any investment at any time.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Industrial Services
Stocks98.53%
Finance32.47%
Industrial Services14.57%
Retail Trade9.39%
Technology Services8.81%
Non-Energy Minerals8.69%
Utilities6.03%
Transportation4.43%
Communications4.14%
Consumer Non-Durables2.23%
Energy Minerals1.99%
Process Industries1.25%
Electronic Technology0.99%
Distribution Services0.93%
Consumer Services0.91%
Commercial Services0.71%
Health Services0.61%
Producer Manufacturing0.37%
Health Technology0.01%
Bonds, Cash & Other1.47%
Cash1.47%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history