Key stats
About MACKENZIE IVY GLOBAL EQUITY ETF UNITS SERIES E
Expense ratio
0.91%
Home page
Inception date
Nov 22, 2017
The fund aims to provide long-term capital growth and protection of capital by investing in a broad universe of equities. Its active strategy allows a bigger allocation of the fund to US equities, but may also invest in companies from other developed and emerging markets. The portfolio managers select companies based on their expected returns in the portfolio, which are based on the stock prices at the time of evaluation and a review of the long-term expected growth of the companies. The review process includes an analysis of each companys competitive position, management strengths, expected profitability, and financial position. The fund expects to hold its positions for the long-term and may also invest in fixed income securities.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Health Technology
Consumer Non-Durables
Finance
Technology Services
Stocks98.82%
Health Technology20.12%
Consumer Non-Durables16.31%
Finance13.05%
Technology Services12.49%
Retail Trade9.52%
Electronic Technology9.12%
Commercial Services6.40%
Consumer Services5.03%
Distribution Services3.34%
Transportation2.49%
Process Industries0.95%
Bonds, Cash & Other1.18%
Cash1.18%
Stock breakdown by region
North America63.48%
Europe27.28%
Asia9.24%
Latin America0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history