Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
-- -1.56% 4.445M --
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.00% -- -- Upgrade

Basic Info

Investment Strategy
seeks to provide long-term capital growth, primarily by investing in ETFs that provide exposure to a portfolio of global equity securities.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name Global Equity
Category Index --
Global Category Name Global Equity Large Cap
YCharts Categorization Global Equity
YCharts Benchmark MSCI ACWI Ex USA Total Return (^MSACXUSTR)
Prospectus Objective --
Fund Owner Firm Name Mackenzie Investments
Prospectus Benchmark Index
N/A 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Andrea Hallett 0.45 yrs
Charles Murray 0.45 yrs
Nelson Arruda 0.45 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of May 03, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Loading chart...
Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
--
--
--
7.15%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
5.18%
--
--
--
--
--
--
--
2.18%
--
--
--
--
--
--
--
3.99%
--
--
--
--
--
--
--
4.49%
--
--
--
--
--
--
--
1.21%
As of May 03, 2024.

Asset Allocation

As of March 31, 2024.
Type % Net % Long % Short
Cash 0.42% Upgrade Upgrade
Stock 99.54% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.04% Upgrade Upgrade

Basic Info

Investment Strategy
seeks to provide long-term capital growth, primarily by investing in ETFs that provide exposure to a portfolio of global equity securities.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name Global Equity
Category Index --
Global Category Name Global Equity Large Cap
YCharts Categorization Global Equity
YCharts Benchmark MSCI ACWI Ex USA Total Return (^MSACXUSTR)
Prospectus Objective --
Fund Owner Firm Name Mackenzie Investments
Prospectus Benchmark Index
N/A 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Andrea Hallett 0.45 yrs
Charles Murray 0.45 yrs
Nelson Arruda 0.45 yrs

Top Portfolio Holders

0 of 0