(As of 6/30/2020)

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)
4.86 %
YTD Return 17.22 %
NAVPS
(7/14/2020)
$22.65
Change $0.28 / 1.26 %
Growth of $10,000 (As of June 30, 2020)
MER 3.06 %
Assets ($mil) $450.08
Rank (1Yr) 27/566
Std Dev (3Yr) 14.38 %
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 April 30, 2020)
Sector Allocation
(As of April 30, 2020)
Geographic Allocation
(As of April 30, 2020)
Top 10 Holdings
NameAssetSectorGeographicPercent
Mackenzie US All Cap Growth Fund Series AUS EquityMutual FundUnited States101.24%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada-1.24%

Performance Data (As of June 30, 2020)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.35 23.12 17.22 17.22 25.85 20.52 15.97 17.16
Benchmark 0.81 15.79 1.70 1.70 11.95 12.55 12.68 16.84
Quartile Ranking 1 1 1 1 1 1 1 1

Calendar Return (%) 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund 27.83 8.66 17.96 2.72 15.81 20.14 41.64 6.67 1.98 4.42
Benchmark 25.18 3.98 13.80 8.65 20.77 24.19 41.93 13.16 4.41 8.81
Quartile Ranking 1 1 1 3 2 2 2 4 1 3

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