Fund overview & performance

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Based on three-year return


Annualized returns

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Only available for 75/100 guarantee levels

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CAN Global Growth Opportunities

75/100

April 30, 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 February 28, 2022)

Asset allocation (%)

Name Percent
International Equity 49.4
US Equity 44.9
Cash and Equivalents 5.7

Geographic allocation (%)

Name Percent
United States 44.9
France 9.8
Ireland 9.7
Switzerland 8.6
Germany 7.7
United Kingdom 6.3
Canada 5.7
Netherlands 3.0
Hong Kong 2.6
Other 1.7

Sector allocation (%)

Name Percent
Technology 22.7
Healthcare 19.6
Industrial Goods 16.4
Industrial Services 14.6
Financial Services 8.0
Consumer Goods 7.3
Cash and Cash Equivalent 5.7
Basic Materials 3.2
Consumer Services 2.5

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 5.7
Schneider Electric SE 4.0
Diageo PLC 3.7
Alcon AG 3.4
Microsoft Corp 3.3
Siemens Healthineers AG 3.3
SGS SA Cl N 3.1
Aon PLC Cl A 3.0
Wolters Kluwer NV Cl C 3.0
Stryker Corp 2.9
Total allocation in top holdings 35.4
Portfolio characteristics
Standard deviation 14.9%
Dividend yield 1.1%
Average market cap (million) $250,039.9

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
15.7% Dec. 2021 4.8% March 2020
Average return % of periods with positive returns Number of positive periods Number of negative periods
10.7% 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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