(As of 12/31/2021)

Mackenzie Canadian Growth Fund Series A

(Canadian Focused Equity)



2019
2018
2017
2016
FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(1/31/1976)
10.16 %
YTD Return 22.46 %
NAVPS
(1/17/2022)
$44.95
Change $0.13 / 0.28 %
Growth of $10,000 (As of December 31, 2021)
MER 2.47 %
Assets ($mil) $1,234.03
Rank (1Yr) 384/629
Std Dev (3Yr) 12.96 %
Volatility Ranking (3Yr) 6/10
RRSP Eligibility Yes
Load Choice of Front or Back
Max Front End 5.00 %
Max Back End 5.50 %
Sales Status Open
 
Objective
The Fund invests mainly in Canadian equity and fixed income securities issued by Canadian corporations and government bodies to achieve long-term capital growth and provide a reasonable rate of return.
Fund Manager

Mackenzie Financial Corporation

Portfolio Manager

Dina DeGeer, Mackenzie Financial Corporation

David Arpin, Mackenzie Financial Corporation

Shah Khan, Mackenzie Financial Corporation

Hui Wang, Mackenzie Financial Corporation

Sub-Advisor
Data not available
 
Asset Allocation
(As of October 31, 2021)
Sector Allocation
(As of October 31, 2021)
Geographic Allocation
(As of October 31, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
Royal Bank of Canada Sr CCanadian EquityFinancial ServicesCanada4.95%
Accenture PLC Cl AInternational EquityTechnologyEuropean Union4.66%
Keysight Technologies IncUS EquityIndustrial GoodsUnited States4.65%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada4.50%
Premium Brands Holdings CorpCanadian EquityConsumer GoodsCanada4.23%
Aon PLC Cl AInternational EquityFinancial ServicesEuropean Union4.00%
Stryker CorpUS EquityHealthcareUnited States3.98%
Schneider Electric SEInternational EquityIndustrial GoodsEuropean Union3.86%
TMX Group LtdCanadian EquityFinancial ServicesCanada3.84%
Dollarama IncCanadian EquityConsumer ServicesCanada3.81%

Performance Data (As of December 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 5.38 7.18 10.86 22.46 22.46 18.14 12.90 14.07
Benchmark 3.01 6.29 6.65 21.76 21.76 16.74 10.36 10.25
Quartile Ranking 1 2 1 3 3 2 1 1

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 22.46 10.76 21.58 -2.60 14.20 9.15 13.78 22.43 21.16 10.38
Benchmark 21.76 7.58 21.45 -7.15 10.80 14.44 -0.77 10.97 18.57 8.52
Quartile Ranking 3 2 2 1 1 4 1 1 3 2

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