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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% 0.18% 193.92M 570.00
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 22.34% 3.510M Upgrade

Basic Info

Investment Strategy
Seeks to provide a steady flow of income with a potential for moderate capital growth by investing primarily in fixed-income securities of issuers anywhere in the world. The ETF follows an approach to investing that focuses on sustainable and responsible issuers.
General
Security Type Exchange-Traded Fund
Broad Asset Class Miscellaneous
Broad Category Fixed Income
Global Peer Group Bond Global CAD
Peer Group Global Core Plus 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)
--
--
--
--
--
--
--
--
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
YTD
--
--
--
--
-10.34%
7.73%
2.64%
4.58%
1.06%
7.43%
5.33%
-1.39%
-11.53%
6.33%
2.41%
2.84%
--
--
--
0.69%
-9.46%
8.14%
4.03%
7.38%
--
--
--
0.25%
-12.36%
4.77%
-2.02%
--
0.91%
3.49%
4.09%
0.67%
-1.97%
5.20%
4.40%
3.70%
--
--
--
--
--
--
--
3.18%
As of December 16, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.00%
Stock 0.00%
Bond 97.16%
Convertible 0.00%
Preferred 0.00%
Other 2.84%
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Basic Info

Investment Strategy
Seeks to provide a steady flow of income with a potential for moderate capital growth by investing primarily in fixed-income securities of issuers anywhere in the world. The ETF follows an approach to investing that focuses on sustainable and responsible issuers.
General
Security Type Exchange-Traded Fund
Broad Asset Class Miscellaneous
Broad Category Fixed Income
Global Peer Group Bond Global CAD
Peer Group Global Core Plus 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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