Key stats
About MACKENZIE WORLD LOW VOLATILITY ETF UNITS CAD
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Inception date
Feb 20, 2024
Structure
Canadian Mutual Fund Trust (ON)
The fund seeks long-term capital growth by investing in large and mid-capitalization stocks from developed markets. 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 also following an ESG-integrated approach through quantitative modelling. The approach determines ESG characteristics that 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
Technology Services
Health Technology
Consumer Non-Durables
Electronic Technology
Stocks98.59%
Finance16.09%
Technology Services14.01%
Health Technology13.16%
Consumer Non-Durables11.12%
Electronic Technology10.22%
Communications8.84%
Industrial Services5.73%
Utilities5.48%
Retail Trade3.70%
Commercial Services2.14%
Health Services1.94%
Distribution Services1.77%
Consumer Services1.22%
Process Industries0.95%
Producer Manufacturing0.87%
Non-Energy Minerals0.73%
Transportation0.46%
Energy Minerals0.14%
Bonds, Cash & Other1.41%
Cash1.41%
Stock breakdown by region
North America70.39%
Europe14.60%
Asia13.30%
Middle East1.27%
Oceania0.44%
Latin America0.00%
Africa0.00%
Top 10 holdings
Dividends
Dividend payout history