Mackenzie All-Equity Allocation ETF · TSX:MEQT
Mackenzie All-Equity Allocation ETF — Mackenzie Investments — Investor Presentation
11 slides from Mackenzie All-Equity Allocation ETF's investor presentation
Slide 1: Mackenzie FuturePath: Global Growth and US Growth Funds
Mackenzie FuturePath Global Growth and US Growth Funds FOR ADVISOR USE ONLY
Slide 2: Investment team
Investment team Mackenzie Bluewater Team Dina DeGeer, MBA, CFA David Arpin, MA, CFA Tyler Hewlett, CFA Senior Vice President, Senior Vice President, Vice President, Portfolio Manager Portfolio Manager, Team Co-Lead Portfolio Manager, Team Co-Lead Industry start: 2001 Industry start: 1985 Industry st
Slide 3: Investment philosophy
Investment philosophy “The value of a business is its future free cash flow” 01 02 03 04 Growth in free cash Stable businesses Own the leaders in Strong execution flow drives the value that are organically superior industries and capital allocation of a business higher outgrowing the by management o
Slide 4: 2020s and beyond….
2020s and beyond…. 1990s 2000s 2010s 2020s and beyond • Technology / Media / • Commodities / China • Software / FANG • Energy Transition Telecom • Digitization FOR ADVISOR USE ONLY | 4
Slide 5: Energy Transition – Path to Carbon Neutrality
Energy Transition – Path to Carbon Neutrality Clean Energy Clean Energy Generation Generation Electrification Decarbonization/ Decarbonization/ Electrification Energy Efficiency Energy Efficiency Electrical Grid/Storage Electrical Grid/Storage FOR ADVISOR USE ONLY | 5
Slide 6: The age of AI is here…
The age of AI is here… 6 FOR ADVISOR USE ONLY | 6
Slide 7: Durable Growth: Secular + Idiosyncratic Tailwinds
Durable Growth: Secular + Idiosyncratic Tailwinds FOR ADVISOR USE ONLY | 7 FOR ADVISOR USE ONLY
Slide 8: Performance
Performance Standard Rates of Return (%) Sharpe Ratio Deviation 1 yr SI 1 yr 1 yr Mackenzie FuturePath Global Growth Fund PH 16.4 11.8 13.70 0.85 Mackenzie FuturePath Global Growth Fund PA 15.9 11.3 13.70 0.82 95% MSCI World & 5% MSCI ACWI SMID 19.4 14.5 FOR ADVISOR USE ONLY | 8
Slide 9: Performance
Performance Standard Rates of Return (%) Sharpe Ratio Deviation 1 yr SI 1 yr 1 yr Mackenzie FuturePath US Growth Fund PH 15.5 12.0 12.13 0.89 Mackenzie FuturePath US Growth Fund PA 15.1 11.6 12.13 0.86 95% S&P 500 TR & 5% Russell Mid Cap TR 19.0 14.6 FOR ADVISOR USE ONLY | 9
Slide 10: Disclaimer
Disclaimer For advisor use only. No portion of this communication may be reproduced or distributed to the public as it does not comply with investor sales communication rules. Mackenzie disclaims any responsibility for any advisor sharing this with investors. Commissions, trailing commissions, manag
Slide 11: 180 Queen Street West, Toronto, Ontario
180 Queen Street West, Toronto, Ontario M5V 3K1 T 416 967-2380 F 416 922-3435 FOR ADVISOR USE ONLY FOR ADVISOR USE ONLY | 11