Fund overview & performance

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Only available for 75/100 guarantee levels

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CAN Global Growth Opportunities

75/100

May 31, 2024

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 February 29, 2024)

Asset allocation (%)

Name Percent
US Equity 55.6
International Equity 41.5
Cash and Equivalents 2.8
Other 0.1

Geographic allocation (%)

Name Percent
United States 55.6
Ireland 11.5
France 9.8
United Kingdom 5.0
Netherlands 4.7
Switzerland 4.5
Sweden 3.5
Canada 2.8
Italy 2.5
Other 0.1

Sector allocation (%)

Name Percent
Technology 29.1
Industrial Goods 17.9
Consumer Goods 12.6
Healthcare 11.8
Financial Services 9.4
Consumer Services 6.5
Basic Materials 5.0
Industrial Services 4.9
Cash and Cash Equivalent 2.8

Growth of $10,000 (since inception)

Data not available based on date of inception

Fund details (as of February 29, 2024)

Top holdings %
Schneider Electric SE 4.7
Microsoft Corp 4.6
Aon PLC Cl A 4.3
Roper Technologies Inc 4.0
Linde PLC 3.9
Accenture PLC Cl A 3.9
Alcon AG 3.5
Trane Technologies PLC 3.3
Thermo Fisher Scientific Inc 3.1
Cash and Cash Equivalents 3.0
Total allocation in top holdings 38.3
Portfolio characteristics
Standard deviation 16.8%
Dividend yield 0.9%
Average market cap (million) $537,284.9

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 (%)

2023 2022 2021 2020
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2019 2018 2017 2016
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Range of returns over five years (November 1, 2009 - May 31, 2024)

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
9.8% 100.0% 116 0

Mackenzie Investments

Contact information

Toll free: 1-888-252-1847

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Summary

For the period {{NAVPSPerformanceSummary.StartDate}} through {{NAVPSPerformanceSummary.EndDate}} with $10,000 CAD investment

Total returns performance

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Last price

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as of market close {{NAVPSPerformanceSummary.NAVPSDate}}

Value of $10,000 investment

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