Fund overview & performance

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Only available for 75/100 guarantee levels

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Canadian Growth

75/100

May 31, 2024

The Fund seeks to provide a high level of long-term capital growth by investment primarily in Canadian stocks. The Fund may also invest in foreign stocks and short-term investments.

Is this fund right for you?

  • You want your money to grow over a longer term.
  • You want to invest in medium- to large-cap Canadian stocks with above-average growth potential.
  • You're comfortable with a medium level of risk.

Risk Rating

Risk Rating: Moderate

How is the fund invested? (as of February 29, 2024)

Asset allocation (%)

Name Percent
Canadian Equity 34.9
Domestic Bonds 27.4
US Equity 16.0
International Equity 11.7
Cash and Equivalents 8.7
Foreign Bonds 1.5
Other -0.2

Geographic allocation (%)

Name Percent
Canada 70.3
United States 18.1
Ireland 6.7
France 3.1
United Kingdom 1.9
Cayman Islands 0.1
Other -0.2

Sector allocation (%)

Name Percent
Fixed Income 28.8
Financial Services 13.4
Industrial Services 9.7
Cash and Cash Equivalent 8.7
Industrial Goods 7.9
Technology 7.6
Consumer Services 7.4
Real Estate 6.0
Consumer Goods 4.6
Other 5.9

Growth of $10,000 (since inception)

Data not available based on date of inception

Fund details (as of February 29, 2024)

Top holdings %
Cash and Cash Equivalents 6.0
Stantec Inc 3.5
Intact Financial Corp 3.4
Royal Bank of Canada 3.3
Schneider Electric SE 3.1
Aon PLC Cl A 3.0
Accenture PLC Cl A 2.9
CAE Inc 2.7
Microsoft Corp 2.5
Roper Technologies Inc 2.4
Total allocation in top holdings 32.8
Portfolio characteristics
Standard deviation 11.8%
Dividend yield 1.4%
Average market cap (million) $269,128.8

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

Best return Best period end date Worst return
Worst period end date
Data not available based on date of inception
Average return % of periods with positive returns Number of positive periods Number of negative periods
Data not available based on date of inception

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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as of market close {{NAVPSPerformanceSummary.NAVPSDate}}

Value of $10,000 investment

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