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

December 31, 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: Low to Moderate

How is the fund invested? (as of October 31, 2022)

Asset allocation (%)

Name Percent
Canadian Equity 50.9
US Equity 26.5
International Equity 17.4
Cash and Equivalents 5.2

Geographic allocation (%)

Name Percent
Canada 56.1
United States 26.5
Ireland 9.0
France 3.8
United Kingdom 2.6
Switzerland 2.0

Sector allocation (%)

Name Percent
Financial Services 14.0
Technology 12.8
Healthcare 12.6
Industrial Services 12.3
Consumer Goods 9.6
Industrial Goods 8.1
Real Estate 7.2
Basic Materials 5.5
Cash and Cash Equivalent 5.2
Other 12.7

Growth of $10,000 (since inception)

Data not available based on date of inception

Fund details (as of October 31, 2022)

Top holdings %
Cash and Cash Equivalents 5.6
Royal Bank of Canada 5.0
Stantec Inc 5.0
Accenture PLC Cl A 4.6
Telus Corp 4.5
Aon PLC Cl A 4.4
Keysight Technologies Inc 4.3
Canadian National Railway Co 3.9
Thomson Reuters Corp 3.9
Schneider Electric SE 3.9
Total allocation in top holdings 45.1
Portfolio characteristics
Standard deviation 15.9%
Dividend yield 1.5%
Average market cap (million) $81,713.3

Understanding returns

Annual compound returns (%)

1 MO 3 MO YTD 1 YR
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3 YR 5 YR 10 YR INCEPTION
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Calendar year returns (%)

2022 2021 2020 2019
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2018 2017 2016 2015
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Range of returns over five years (November 1, 2009 - December 31, 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% 99 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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