Fund overview & performance

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Only available for 75/100 guarantee levels

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CAN Global Growth Opportunities

75/100

December 31, 2022

A growth-style equity fund seeking strong long-term growth from investments around the world.

Is this fund right for you?

  • You want your money to grow over the longer term.
  • You want to invest in Canadian, U.S. and international equities.
  • You're comfortable with a moderate level of risk.

Risk Rating

Risk Rating: Moderate

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

Asset allocation (%)

Name Percent
International Equity 50.9
US Equity 47.0
Cash and Equivalents 2.1

Geographic allocation (%)

Name Percent
United States 47.0
Ireland 10.6
United Kingdom 10.3
France 9.6
Switzerland 7.7
Germany 5.7
Netherlands 2.7
Hong Kong 2.4
Canada 2.1
Other 1.9

Sector allocation (%)

Name Percent
Technology 20.0
Industrial Goods 18.6
Healthcare 16.1
Consumer Goods 15.6
Industrial Services 8.6
Financial Services 6.1
Basic Materials 5.9
Consumer Services 4.9
Cash and Cash Equivalent 2.1
Other 2.1

Growth of $10,000 (since inception)

Data not available based on date of inception

Fund details (as of October 31, 2022)

Top holdings %
Schneider Electric SE 4.0
Diageo PLC 3.8
Keysight Technologies Inc 3.6
Aon PLC Cl A 3.6
Linde PLC 3.4
Alcon AG 3.4
Danaher Corp 3.2
Rentokil Initial PLC 3.1
LVMH Moet Hennessy Louis Vuitton SE 3.0
Accenture PLC Cl A 3.0
Total allocation in top holdings 34.1
Portfolio characteristics
Standard deviation 17.8%
Dividend yield 1.3%
Average market cap (million) $219,019.3

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
15.7% Dec. 2021 4.8% March 2020
Average return % of periods with positive returns Number of positive periods Number of negative periods
10.3% 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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