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Mackenzie Ivy Global Balanced Fund - Pwx (0P00012MWI)

Toronto

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12.642 +0.062 +0.49%

06/06 - Closed. Currency in USD

Type: Fund

Market: Canada

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.21B

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0P00012MWI Holdings

Comprehensive information about top holdings and Key Holding Information for the Mackenzie Ivy Global Balanced Fund - PWX (0P00012MWI) fund. Our Mackenzie Ivy Global Balanced Fund - PWX portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	2.180	2.470	0.290
Shares	74.510	74.510	0.000
Bonds	24.380	24.380	0.000
Convertible	0.170	0.170	0.000
Preferred	0.100	0.100	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.152	17.613
Price to Book	4.980	2.927
Price to Sales	3.421	2.097
Price to Cash Flow	16.521	11.334
Dividend Yield	1.741	2.138
5 Years Earnings Growth	8.817	10.102

Sector Allocation

Name	Net %	Category Average
Technology	22.780	18.470
Financial Services	19.690	20.419
Healthcare	19.090	10.776
Consumer Cyclical	14.180	10.513
Consumer Defensive	11.540	7.759
Industrials	9.080	12.802
Communication Services	3.640	6.488

Region Allocation

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 857

Number of short holdings: 10

Name	ISIN	Weight %	Last	Change %
Berkshire Hathaway B	US0846707026	3.00	493.53	+0.98%
Compass	GB00BD6K4575	2.96	2,596.00	-0.08%
J&J	US4781601046	2.92	155.03	+0.89%
Marsh McLennan	US5717481023	2.71	230.01	+0.50%
Alphabet A	US02079K3059	2.70	173.68	+3.25%
Microsoft	US5949181045	2.62	470.38	+0.58%
Germany 2.3 15-Feb-2033	DE000BU3Z005	2.47	99.320	-0.35%
Colgate-Palmolive	US1941621039	2.40	90.24	+0.10%
Roper Technologies	US7766961061	2.35	572.87	+0.59%
Halma	GB0004052071	2.32	2,978.0	+0.74%

Top Equity Funds by Mackenzie Investments

Name	Total Assets	YTD%	3Y%	10Y%
Mackenzie Global Dividend Fund A	7.32B	0.70	11.60	8.90
Mackenzie Global Dividend Fund F	7.32B	1.31	13.26	10.42
Mackenzie Global Dividend Fund PW	7.32B	0.85	12.01	9.26
Mackenzie Global Dividend Fund T5	7.32B	0.69	11.59	8.88
Mackenzie Canadian Growth Bal A	5.06B	3.18	7.50	6.25

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Mackenzie Ivy Glo.	12.642	+0.062	+0.49%