(As of 12/31/2020)

Canada Life US Growth (Put) Gens

(U.S. Equity)



2018


FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(8/22/2001)
5.38 %
YTD Return 32.18 %
NAVPS
(1/14/2021)
$24.18
Change ($0.40) / -1.63 %
Growth of $10,000 (As of December 31, 2020)
MER 3.06 %
Assets ($mil) $568.46
Rank (1Yr) 76/637
Std Dev (3Yr) 14.84 %
Volatility Ranking (3Yr) 7/10
RRSP Eligibility Yes
Load Choice of Back or No Load
Max Front End -
Max Back End 4.50 %
Sales Status Open
 
Objective
The Fund seeks to provide long-term capital growth by investing primarily in US equities.
Management Co.
Mackenzie Investments
Managers
Mackenzie Financial Corporation, Richard Bodzy
 
Asset Allocation
(As of October 31, 2020)
Sector Allocation
(As of October 31, 2020)
Geographic Allocation
(As of October 31, 2020)
Top 10 Holdings
NameAssetSectorGeographicPercent
Mackenzie US All Cap Growth Fund Series AUS EquityMutual FundUnited States100.34%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada-0.34%

Performance Data (As of December 31, 2020)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.01 2.81 12.77 32.18 32.18 22.45 17.34 16.91
Benchmark 1.98 7.05 14.13 16.07 16.07 14.74 13.31 16.73
Quartile Ranking 1 4 2 1 1 1 1 1

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 32.18 27.83 8.66 17.96 2.72 15.81 20.14 41.64 6.67 1.98
Benchmark 16.07 25.18 3.98 13.80 8.65 20.77 24.19 41.93 13.16 4.41
Quartile Ranking 1 1 1 1 3 2 2 2 4 1

Website powered by © Fundata Canada Inc.
Mutual Fund Data provided by Fundata. | View Terms and Conditions of Use .
BofA Merill Lynch Indices used with permission.
© 2014 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us .