MACKENZIE ALL-EQUITY ALLOCATION ETF UNITS ETF CADMACKENZIE ALL-EQUITY ALLOCATION ETF UNITS ETF CADMACKENZIE ALL-EQUITY ALLOCATION ETF UNITS ETF CAD

MACKENZIE ALL-EQUITY ALLOCATION ETF UNITS ETF CAD

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Key stats

Assets under management (AUM)
‪4.57 M‬CAD
Fund flows (1Y)
Dividend yield (indicated)
2.69%
Discount/Premium to NAV
−0.2%

About MACKENZIE ALL-EQUITY ALLOCATION ETF UNITS ETF CAD

Issuer
Power Financial Corp.
Brand
Mackenzie
Inception date
Nov 20, 2023
Index tracked
No Underlying Index
Management style
Active
The fund aims for long-term capital appreciation by employing a strategy focused on maintaining a 100% allocation in global equities. The portfolio primarily consists of ETFs providing exposure to a diversified range of global equities. Additionally, consideration is given to other investment funds managed by the same company, reflecting a collaborative and synergistic investment approach. Holdings include direct investments in equity securities and indirect exposure through derivatives. As an actively managed fund, the manager has the discretion to reconstitute and rebalance the portfolio as necessary.

Classification

Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary

Returns

1 month3 monthsYear to date1 year3 years5 years
Price performance
NAV total return

What's in the fund

As of February 29, 2024
Exposure type
Bonds, Cash & Other
ETF
Bonds, Cash & Other100.00%
ETF99.96%
Cash0.04%
Stock breakdown by region
100%
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings

Dividends

Dividend payout history

Assets under management (AUM)

Fund Flows