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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.55% -0.15% 128.85M 3216.50
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 38.26% -7.900M Upgrade

Basic Info

Investment Strategy
Mackenzie Core Plus Global Fixed Income ETF seeks to provide a steady flow of income with an emphasis on capital preservation by investing primarily in investment-grade fixed-income securities denominated in Canadian or foreign currencies that are issued by companies or governments.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Global CAD
Peer Group Global Corporate Fixed Income
Global Macro Bond Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Mackenzie Investments
Broad Asset Class Benchmark Index
^BBGATRCADH 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)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% 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
YTD
-0.66%
4.95%
8.47%
-2.93%
-11.23%
6.79%
2.45%
4.29%
1.06%
7.43%
5.33%
-1.39%
-11.53%
6.33%
2.41%
2.84%
-0.52%
8.26%
7.95%
-2.78%
-12.00%
6.75%
3.27%
2.57%
--
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--
--
-10.34%
7.73%
2.64%
4.58%
--
--
--
2.25%
-5.94%
6.45%
4.84%
6.02%
--
--
--
-2.45%
-12.81%
8.22%
1.96%
0.77%
As of December 16, 2025.

Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.00%
Stock 0.00%
Bond 90.24%
Convertible 0.00%
Preferred 0.04%
Other 9.72%
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Basic Info

Investment Strategy
Mackenzie Core Plus Global Fixed Income ETF seeks to provide a steady flow of income with an emphasis on capital preservation by investing primarily in investment-grade fixed-income securities denominated in Canadian or foreign currencies that are issued by companies or governments.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Global CAD
Peer Group Global Corporate Fixed Income
Global Macro Bond Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Mackenzie Investments
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

View Basic Info
Start Trial

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