Key stats
About MACKENZIE WORLD LOW VOLATILITY ETF UNITS CAD
Home page
Inception date
Feb 20, 2024
The fund seeks long-term capital growth by investing in large and mid-capitalization stocks from developed markets. It applies a quantitative, bottom-up selection investment process based on fundamental insights and following a core investment style. The portfolio management team uses a quantitative approach to stock selection, portfolio construction and transaction cost measurement, while employing fundamental ideas in a disciplined, risk-aware manner. The ETF aims to operate with lower volatility against its benchmark while also following an ESG-integrated approach through quantitative modelling. The approach determines ESG characteristics that are perceived to be most material to financial performance that could lead to better risk-adjusted returns. As an actively managed fund, the portfolio manager has full discretion to make any investment at any time.
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
Finance
Health Technology
Technology Services
Electronic Technology
Consumer Non-Durables
Stocks96.90%
Finance15.93%
Health Technology14.24%
Technology Services11.89%
Electronic Technology11.13%
Consumer Non-Durables10.48%
Communications8.24%
Industrial Services6.05%
Utilities4.44%
Retail Trade3.21%
Distribution Services1.94%
Health Services1.89%
Commercial Services1.55%
Producer Manufacturing1.31%
Consumer Services1.27%
Non-Energy Minerals1.09%
Transportation0.83%
Energy Minerals0.70%
Process Industries0.46%
Consumer Durables0.28%
Bonds, Cash & Other3.10%
Cash3.10%
Stock breakdown by region
North America70.62%
Asia14.81%
Europe13.10%
Middle East0.98%
Oceania0.49%
Latin America0.00%
Africa0.00%
Top 10 holdings
Dividends
Dividend payout history