Key stats
About MACKENZIE WORLD LOW VOLATILITY ETF UNITS CAD
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Inception date
Feb 20, 2024
The fund seeks long-term capital growth by investing in large and mid-capitalization stocks from developed markets. It applies a quantitative, bottom-up selection investment process based on fundamental insights and following a core investment style. The portfolio management team uses a quantitative approach to stock selection, portfolio construction and transaction cost measurement, while employing fundamental ideas in a disciplined, risk-aware manner. The ETF aims to operate with lower volatility against its benchmark while also following an ESG-integrated approach through quantitative modelling. The approach determines ESG characteristics that are perceived to be most material to financial performance that could lead to better risk-adjusted returns. As an actively managed fund, the portfolio manager has full discretion to make any investment at any time.
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
Finance
Health Technology
Technology Services
Electronic Technology
Consumer Non-Durables
Stocks97.71%
Finance15.81%
Health Technology13.95%
Technology Services12.24%
Electronic Technology11.15%
Consumer Non-Durables11.03%
Communications8.49%
Industrial Services5.75%
Utilities5.47%
Retail Trade3.40%
Health Services2.21%
Distribution Services1.80%
Commercial Services1.67%
Producer Manufacturing1.08%
Consumer Services0.97%
Non-Energy Minerals0.86%
Transportation0.71%
Process Industries0.66%
Energy Minerals0.42%
Consumer Durables0.04%
Bonds, Cash & Other2.29%
Cash2.29%
Stock breakdown by region
North America70.21%
Europe14.61%
Asia13.70%
Middle East1.04%
Oceania0.45%
Latin America0.00%
Africa0.00%
Top 10 holdings
Dividends
Dividend payout history