Key stats
About MACKENZIE GLOBAL EQUITY ETF CAD UNITS
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Inception date
Sep 10, 2024
Structure
Canadian Mutual Fund Trust (ON)
Distributes
Capital Gains
Tax on distributions
Qualified dividends
Primary advisor
Mackenzie Financial Corp.
The fund aims to achieve long-term capital growth by investing in undervalued, high quality, large and mid-cap stocks worldwide. It follows a core investment style that is complemented by a quantitative approach for stock selection, portfolio construction, and transaction cost measurement. To respond to unfavorable market conditions or for liquidity purposes, the fund may hold cash or short-term debt securities. Additionally, it has the flexibility to invest in other ETFs managed by the Manager. The fund follows an ESG-Integrated approach, systematically incorporating ESG factors deemed material to financial performance into its stock selection models, as part of its commitment to Sustainable Investing.
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
Electronic Technology
Technology Services
Finance
Stocks96.02%
Electronic Technology19.39%
Technology Services16.21%
Finance14.35%
Health Technology7.66%
Consumer Non-Durables6.68%
Retail Trade6.45%
Producer Manufacturing3.76%
Commercial Services3.58%
Industrial Services3.45%
Consumer Services2.66%
Non-Energy Minerals2.65%
Health Services2.55%
Transportation2.21%
Utilities1.42%
Communications1.23%
Process Industries0.79%
Consumer Durables0.63%
Distribution Services0.36%
Bonds, Cash & Other3.98%
Cash3.98%
Stock breakdown by region
North America76.89%
Europe14.50%
Asia4.87%
Oceania3.28%
Middle East0.46%
Latin America0.00%
Africa0.00%
Top 10 holdings
Dividends
Dividend payout history