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Mackenzie Global Equity Fund.pdf

fundprofile-global-equity-fund-f-00099-en.pdf
Preview of Mackenzie Global Equity Fund
🔗 Source: mackenzieinvestments.com
📊 Size: 529 KB
👤 Author: Transmission Media
⬇️ Downloads: 71

Summary

Mackenzie Global Equity Fund Series F has compound annualized returns of -5.6% for 1 month, -1.3% for 3 months and year-to-date, 15.6% for 1 year, 22.2% for 2 years, 14.0% for 3 years, 18.0% for 5 years and 8.7% for 10 years. The fund's regional allocation is 70.8% in the United States, 5.9% in the United Kingdom, 5.2% in Canada, and other countries. Sector allocation is 25.5% in Information Technology, 17.2% in Financials, 12.3% in Industrials, and other sectors. The fund has a medium risk tolerance and is available in US dollar purchase option. Major holdings include NVIDIA Corp, Apple Inc, Microsoft Corp, and Amazon.com Inc. The fund's net asset value per share is C$14.88 and US$10.35, with a management expense ratio of 1.05% for Series F.

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Description

Mackenzie Global Equity Fund Series F has compound annualized returns of -5.6% for 1 month, -1.3% for 3 months and year-to-date, 15.6% for 1 year, 22.2% for 2...

Technical Information

  • File Format: PDF
  • File Size: 529 KB
  • Pages: 1
  • Language: EN
  • Author: Transmission Media
  • Total Downloads: 71
  • Last Updated: 1 week ago

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This PDF document about Mackenzie Global Equity Fund provides comprehensive information and guidance. Whether you're a beginner or advanced user, this resource offers valuable insights into Mackenzie Global Equity Fund.

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