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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.90% -0.24% 12.84M 2090.83
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.47% -- 5.944M Upgrade

Basic Info

Investment Strategy
Mackenzie Bluewater Next Gen Growth ETF seeks to provide capital growth over the longer term by investing primarily in equity securities issued by companies of any size, anywhere in the world, that have the potential to be drivers or beneficiaries of innovation.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global
Peer Group Global Equity
Global Macro Equity Global
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)
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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
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
27.92%
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42.61%
16.43%
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-16.16%
11.52%
24.14%
4.45%
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11.77%
-9.54%
20.04%
25.40%
7.00%
As of December 11, 2025.

Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.00%
Stock 96.96%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.04%
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Basic Info

Investment Strategy
Mackenzie Bluewater Next Gen Growth ETF seeks to provide capital growth over the longer term by investing primarily in equity securities issued by companies of any size, anywhere in the world, that have the potential to be drivers or beneficiaries of innovation.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global
Peer Group Global Equity
Global Macro Equity Global
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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