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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.45% -0.08% 889.20M 35698.50
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 47.20% 138.75M

Basic Info

Investment Strategy
Mackenzie Core Plus Canadian Fixed Income ETF seeks to provide a steady flow of income with an emphasis on capital preservation by investing primarily in investment-grade Canadian government, corporate fixed-income and/or asset-backed securities, in each case with maturities of more than one year.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond CAD
Peer Group Canadian Core Plus Fixed Income
Global Macro Bond HC
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
2019
2020
2021
2022
2023
2024
2025
YTD
6.55%
10.73%
-2.34%
-11.07%
6.68%
4.75%
2.48%
-0.34%
7.43%
5.33%
-1.39%
-11.53%
6.33%
2.41%
3.05%
-0.66%
9.39%
7.31%
-3.40%
-11.64%
7.54%
4.41%
2.47%
-0.27%
7.32%
6.90%
-2.12%
-11.29%
6.82%
3.98%
2.46%
-0.16%
5.72%
9.57%
-2.98%
-9.88%
6.11%
4.53%
4.45%
-0.08%
6.74%
9.50%
-2.78%
-11.93%
6.62%
4.26%
2.03%
-0.31%
As of March 24, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.00%
Stock 0.00%
Bond 98.06%
Convertible 0.00%
Preferred 0.05%
Other 1.89%
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Basic Info

Investment Strategy
Mackenzie Core Plus Canadian Fixed Income ETF seeks to provide a steady flow of income with an emphasis on capital preservation by investing primarily in investment-grade Canadian government, corporate fixed-income and/or asset-backed securities, in each case with maturities of more than one year.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond CAD
Peer Group Canadian Core Plus Fixed Income
Global Macro Bond HC
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
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