Key stats
About MACKENZIE IVY GLOBAL EQUITY ETF UNITS SERIES E
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Inception date
Nov 22, 2017
Structure
Canadian Mutual Fund Trust (ON)
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Primary advisor
Mackenzie Financial Corp.
The fund aims to provide long-term capital growth and protection of capital by investing in a broad universe of equities. Its active strategy allows a bigger allocation of the fund to US equities, but may also invest in companies from other developed and emerging markets. The portfolio managers select companies based on their expected returns in the portfolio, which are based on the stock prices at the time of evaluation and a review of the long-term expected growth of the companies. The review process includes an analysis of each companys competitive position, management strengths, expected profitability, and financial position. The fund expects to hold its positions for the long-term and may also invest in fixed income securities.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Technology Services
Health Technology
Finance
Consumer Non-Durables
Stocks99.32%
Technology Services22.33%
Health Technology18.07%
Finance17.90%
Consumer Non-Durables12.25%
Electronic Technology7.82%
Consumer Services6.30%
Commercial Services5.41%
Retail Trade4.58%
Transportation3.02%
Distribution Services1.65%
Bonds, Cash & Other0.68%
Cash0.68%
Stock breakdown by region
North America65.91%
Europe30.74%
Asia3.35%
Latin America0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history