Fund overview & performance

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Based on three-year return


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Only available for 75/100 guarantee levels

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CAN Canadian Focused Growth

75/100

April 30, 2022

A blended-style fund that focuses on long-term growth from Canada.

Is this fund right for you?

  • You want your money to grow over a longer term.
  • You want to invest in mix of Canadian equities, bonds and other fixed-income securities.
  • You're comfortable with a moderate level of risk.

Risk Rating

Risk Rating: Moderate

How is the fund invested? (as of February 28, 2022)

Asset allocation (%)

Name Percent
Canadian Equity 50.5
US Equity 27.5
International Equity 16.3
Cash and Equivalents 5.8
Other -0.1

Geographic allocation (%)

Name Percent
Canada 56.3
United States 27.5
Ireland 9.4
France 4.0
Switzerland 2.9
Other -0.1

Sector allocation (%)

Name Percent
Industrial Services 19.1
Financial Services 18.3
Healthcare 14.4
Consumer Goods 12.6
Technology 9.6
Industrial Goods 7.6
Cash and Cash Equivalent 5.8
Consumer Services 4.8
Real Estate 4.5
Other 3.3

Growth of $10,000 (since inception)

Data not available based on date of inception

Fund details (as of February 28, 2022)

Top holdings %
Cash and Cash Equivalents 6.0
Royal Bank of Canada 5.0
Aon PLC Cl A 4.9
Premium Brands Holdings Corp 4.6
Stantec Inc 4.5
Accenture PLC Cl A 4.5
CAE Inc 4.2
Danaher Corp 4.1
Stryker Corp 4.1
TMX Group Ltd 4.1
Total allocation in top holdings 46.0
Portfolio characteristics
Standard deviation 13.9%
Dividend yield 1.3%
Average market cap (million) $79,788.2

Understanding returns

Annual compound returns (%)

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3 YR 5 YR 10 YR INCEPTION
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Calendar year returns (%)

2021 2020 2019 2018
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2017 2016 2015 2014
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Range of returns over five years (November 1, 2009 - April 30, 2022)

Best return Best period end date Worst return
Worst period end date
10.0% Oct. 2021 0.6% March 2020
Average return % of periods with positive returns Number of positive periods Number of negative periods
6.1% 100.0% 91 0

Mackenzie Investments

Contact information

Toll free: 1-888-252-1847

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Summary

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Total returns performance

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Last price

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Value of $10,000 investment

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