Mackenzie All-Equity Allocation ETF · TSX:MEQT
Mackenzie All-Equity Allocation ETF — Mackenzie Investments — Investor Presentation (2023)
9 slides from Mackenzie All-Equity Allocation ETF's investor presentation, 2023
Slide 1: Power your future by investing at home
Power your future by investing at home FOR ADVISOR USE ONLY
Slide 2: Canadian Portfolios for the Canadian Investor
Canadian Portfolios for the Canadian Investor Mackenzie Futurepath Canadian Core Equity Fund Mackenzie Futurepath Canadian Dividend Fund FOR ADVISOR USE ONLY
Slide 3: Mackenzie North American Equities & Income (NAE&I) Team
Mackenzie North American Equities & Income (NAE&I) Team Will Aldridge, MBA, CFA Patricia Nesbitt, CFA SVP, Co-Lead of the North American SVP, Co-Lead of the North American Equities Team (2002) Equities Team (1987) Canadian Equity Canadian Dividend Canadian Small Cap Trading Will Aldridge, MBA, CFA T
Slide 4: Time to reconsider Canada
Time to reconsider Canada S&P/TSX vs S&P 500 25% 20% Canada outperforming Rolling 3Yr Spread 15% 10% 5% 0% -5% -10% -15% -20% Canada underperforming -25% -30% Source: Bloomberg, June 30, 1990 to March 31, 2023. Returns calculated in CAD. FOR ADVISOR USE ONLY | 4
Slide 5: More attractive valuations in Canada
More attractive valuations in Canada S&P/TSX vs S&P 500 normalized Price to Earnings Ratio 1.8 Canada overvalued 1.6 relative to US 1.4 1.2 1 0.8 Canada undervalued relative to US 0.6 1987 1988 1989 1989 1990 1991 1992 1992 1993 1994 1995 1995 1996 1997 1998 1998 1999 2000 2001 2001 2002 2003 2004 2
Slide 6: The power and value of Canadian banks
The power and value of Canadian banks Canadian banks S&P/TSX Banks Valuation – Price to Book Value Ratio are among the 2.8 highest quality 2.6 banks globally. 2.4 They are world 2.2 class institutions 2.0 that are 1.8 instrumental in 1.6 capital formation 1.4 1.2 1.3 and prosperity of 1.0 1.1 1.1 th
Slide 7: Canada – A high yielding market
Canada – A high yielding market Dividend yield of S&P/TSX vs S&P 500 vs MSCI World 4.0% 3.5% 3.4% 3.0% 2.5% 2.1% 2.0% 1.6% 1.5% 1.0% 0.5% 0.0% S&P/TSX S&P 500 MSCI World Source: Bloomberg as of Oct 30, 2023 FOR ADVISOR USE ONLY | 7
Slide 8: 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 9: 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