Morningstar

Mackenzie Global Resource D

NAV as of

Overview

    • NAV

      15.16

    • 1-Day Return

      -0.07%

    • Fund Size

      278.4 Mil

    • MER

      1.340%

    • Category

      Canada Fund Natural Resources Equity

    • Share Class Type

      Do-It-Yourself

    • Investment Style

      Mid Value

    • TTM Yield

      5.27%

    • Turnover

      53%

    • Min. Initial Investment

      500

    • Risk Level

      High

    • Status

      Open

    • Inception Date

      Dec 31, 2013

Performance

Growth of 10,000

Returns

Growth of 10K component includes four parts: Growth of 10K chart, Manager Change, Fund Flows, and Annual Return table.
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
-21.86
53.26
-9.29
-21.79
9.46
4.28
47.30
17.92
5.82
12.44
15.39
Category
-20.23
41.03
-2.69
-21.31
6.69
11.84
27.20
12.00
0.19
10.02
15.32
Index
-23.10
37.52
-2.03
-15.05
22.33
-7.68
22.90
17.55
3.04
22.63
14.46
Quartile Rank
Quartile Rank is third
Quartile Rank is first
Quartile Rank is third
Quartile Rank is third
Quartile Rank is third
Quartile Rank is third
Quartile Rank is first
Quartile Rank is second
Quartile Rank is first
Quartile Rank is second
Quartile Rank is second
Percentile Rank
54
25
74
55
57
57
16
30
17
46
34
# of Invest. in Cat.
138
135
134
127
140
127
108
105
105
98
82
Category Name
CA053 Canada Fund Natural Resources Equity
CA053 Canada Fund Natural Resources Equity
CA053 Canada Fund Natural Resources Equity
CA053 Canada Fund Natural Resources Equity
CA053 Canada Fund Natural Resources Equity
CA053 Canada Fund Natural Resources Equity
CA053 Canada Fund Natural Resources Equity
CA053 Canada Fund Natural Resources Equity
CA053 Canada Fund Natural Resources Equity
CA053 Canada Fund Natural Resources Equity
CA053 Canada Fund Natural Resources Equity

Price

Cost Illustration

Selected Option

Alternative Options

Sustainability

ESG Risk Rating

2/5

Corporate Sustainability Score
30.14 31.39
Sovereign Sustainability Score
Low Carbon Designation

No Designation

Carbon Risk Score
26.90

Strategy

There is no investment objective & strategy data available.

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