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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.19% 0.02% 27.41M 1844.60
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 45.49% 7.158M Upgrade

Basic Info

Investment Strategy
Mackenzie Conservative Allocation ETF seeks to provide a combination of income and moderate long-term capital growth, primarily by investing in ETFs that provide exposure to a portfolio of global equity and fixed income securities.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Allocation
Global Peer Group Mixed Asset CAD Conservative - Global
Peer Group Global Fixed Income Balanced
Global Macro --
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Mackenzie Investments
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
2025
--
--
--
7.06%
-11.91%
11.03%
12.12%
10.22%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
--
--
9.68%
6.06%
-11.35%
10.25%
11.51%
9.60%
--
--
9.17%
2.11%
-11.25%
8.50%
7.75%
6.72%
--
--
--
--
--
--
10.13%
10.09%
--
--
--
5.71%
-12.48%
12.03%
9.68%
10.60%
As of January 01, 2026.

Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 39.88%
Bond 56.80%
Convertible 0.00%
Preferred 0.07%
Other 3.25%
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Basic Info

Investment Strategy
Mackenzie Conservative Allocation ETF seeks to provide a combination of income and moderate long-term capital growth, primarily by investing in ETFs that provide exposure to a portfolio of global equity and fixed income securities.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Allocation
Global Peer Group Mixed Asset CAD Conservative - Global
Peer Group Global Fixed Income Balanced
Global Macro --
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Mackenzie Investments
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

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