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

MACKENZIE ALL-EQUITY ALLOCATION UNITS ETF CAD

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Key stats


Assets under management (AUM)
‪6.28 M‬CAD
Fund flows (1Y)
‪4.47 M‬CAD
Dividend yield (indicated)
1.83%
Discount/Premium to NAV
0.4%

About MACKENZIE ALL-EQUITY ALLOCATION 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
What's in the fund
Exposure type
Bonds, Cash & Other
ETF
Stock breakdown by region
100%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.