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Mackenzie FuturePath Canadian Growth Fund PA
Canadian Focused Equity
Click for more information on Fundata’s FundGrade
FundGrade C
Click for more information on Fundata’s FundGrade.
Click for more information on Fundata’s ESG Grade
Fundata ESG Grade C
Click for more information on Fundata’s ESG Grade.
|
NAVPS (05-13-2026) |
$21.78 |
|---|---|
| Change |
$0.10
(0.44%)
|
As at April 30, 2026
As at February 28, 2026
As at April 30, 2026
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Legend
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Fund Returns
Inception Return (July 06, 2022): 21.50%
| Row Heading | Return | Annualized Return | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Mth | 3 Mth | 6 Mth | YTD | 1 Yr | 2 Yr | 3 Yr | 4 Yr | 5 Yr | 6 Yr | 7 Yr | 8 Yr | 9 Yr | 10 Yr | |
| Fund | 8.35% | 7.30% | 6.99% | 5.92% | 40.40% | 24.11% | 24.17% | - | - | - | - | - | - | - |
| Benchmark | 5.08% | 5.86% | 10.30% | 7.19% | 35.68% | 24.99% | 20.30% | 15.96% | 13.89% | 16.63% | 12.99% | 12.45% | 11.47% | 12.09% |
| Category Average | 5.10% | 4.79% | 7.69% | 5.25% | 25.55% | 18.13% | 15.72% | 12.78% | 10.90% | 14.24% | 10.95% | 10.23% | 9.35% | 9.87% |
| Category Rank | 49 / 574 | 119 / 574 | 314 / 573 | 260 / 573 | 126 / 562 | 112 / 539 | 58 / 534 | - | - | - | - | - | - | - |
| Quartile Ranking | 1 | 1 | 3 | 2 | 1 | 1 | 1 | - | - | - | - | - | - | - |
Monthly Return
| Return % | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Jan | Feb | Mar | Apr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 8.32% | 4.45% | 4.68% | 1.14% | 5.65% | 3.69% | 1.37% | -0.35% | -1.29% | 6.70% | -7.18% | 8.35% |
| Benchmark | 5.40% | 3.11% | 2.07% | 3.86% | 5.11% | 1.57% | 2.40% | 0.50% | 1.25% | 5.77% | -4.75% | 5.08% |
Best Monthly Return Since Inception
8.35% (April 2026)
Worst Monthly Return Since Inception
-7.21% (March 2025)
Calendar Return (%)
| Return % | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | - | - | - | - | - | - | - | 21.26% | 35.57% | 20.04% |
| Benchmark | 14.44% | 10.80% | -7.14% | 21.45% | 7.58% | 21.76% | -8.87% | 13.60% | 22.75% | 25.52% |
| Category Average | 11.42% | 8.06% | -8.78% | 18.54% | 7.73% | 22.26% | -9.42% | 13.34% | 19.16% | 17.10% |
| Quartile Ranking | - | - | - | - | - | - | - | 1 | 1 | 2 |
| Category Rank | - | - | - | - | - | - | - | 110/ 530 | 31/ 537 | 197/ 543 |
Best Calendar Return (Last 10 years)
35.57% (2024)
Worst Calendar Return (Last 10 years)
20.04% (2025)
Asset Allocation
| Name | Percent |
|---|---|
| Canadian Equity | 62.03 |
| US Equity | 35.28 |
| Cash and Equivalents | 2.68 |
| Other | 0.01 |
Sector Allocation
| Name | Percent |
|---|---|
| Technology | 35.55 |
| Basic Materials | 27.42 |
| Financial Services | 15.12 |
| Consumer Services | 10.83 |
| Industrial Services | 4.95 |
| Other | 6.13 |
Geographic Allocation
| Name | Percent |
|---|---|
| North America | 100.00 |
Top Holdings
| Name | Percent |
|---|---|
| NVIDIA Corp | 8.61 |
| Agnico Eagle Mines Ltd | 7.47 |
| National Bank of Canada | 6.48 |
| Montage Gold Corp | 6.08 |
| Alphabet Inc Cl C | 5.33 |
| Aritzia Inc | 4.47 |
| Microsoft Corp | 4.01 |
| Dollarama Inc | 3.87 |
| Shopify Inc Cl A | 3.71 |
| Broadcom Inc | 3.67 |
Equity Style
Fixed Income Style
Risk vs Return (3 Yr)
Mackenzie FuturePath Canadian Growth Fund PA
Median
Other - Canadian Focused Equity
3 Yr Annualized
| Standard Deviation | 13.85% | - | - |
|---|---|---|---|
| Beta | 1.06 | - | - |
| Alpha | 0.02 | - | - |
| Rsquared | 0.65% | - | - |
| Sharpe | 1.38 | - | - |
| Sortino | 2.61 | - | - |
| Treynor | 0.18 | - | - |
| Tax Efficiency | - | - | - |
| Volatility |
|
- | - |
Risk Rating
Annualized Key Ratio Period Comparison
| Key Ratio | 1 Yr | 3 Yr | 5 Yr | 10 Yr |
|---|---|---|---|---|
| Standard Deviation | 15.58% | 13.85% | - | - |
| Beta | 1.40 | 1.06 | - | - |
| Alpha | -0.08 | 0.02 | - | - |
| Rsquared | 0.83% | 0.65% | - | - |
| Sharpe | 2.13 | 1.38 | - | - |
| Sortino | 4.27 | 2.61 | - | - |
| Treynor | 0.24 | 0.18 | - | - |
| Tax Efficiency | 100.00% | - | - | - |
Fundata ESG Metrics
Fundata ESG Score
The E, S, and G scores are averaged for each security in the portfolio, to arrive at an ESG score for each security. We take the portfolio weighted average of the ESG scores for each fund and rank them against their peers to arrive at the Fundata ESG Score from 0-100.
Fundata E Score
Three scores under the Environment bucket are averaged to yield the Fundata Environment Score for each fund from 0-100: (1) Pollution Prevention, (2) Environmental Transparency, (3) Resource Efficiency.
Fundata S Score
Six scores under the Social bucket are averaged to yield the Fundata Social Score for each fund from 0-100. (1) Compensation and Satisfaction, (2) Diversity and Rights, (3) Education and Work Conditions, (4) Community and Charity, (5) Human Rights, (6) Sustainability Integration.
Fundata G Score
Three scores under the governance bucket are averaged to yield the Fundata Governance Score for each fund from 0-100: (1) Board Effectiveness, (2) Management Ethics, (3) Disclosure and Accountability.
Powered by OWL Analytics. For more information, please contact Fundata Canada.
Fund Details
| Start Date | July 06, 2022 |
|---|---|
| Instrument Type | Mutual Fund |
| Share Class | Commission Based Advice |
| Legal Status | Trust |
| Sales Status | Open |
| Currency | CAD |
| Distribution Frequency | Annual |
| Assets ($mil) | $176 |
Fund Codes
| FundServ Code | Load Code | Sales Status |
|---|---|---|
| MFC13612 | ||
| MFC13613 | ||
| MFC13614 |
Investment Objectives
The Fund seeks to achieve long-term capital growth by investing mainly in equity securities of Canadian businesses.
Investment Strategy
The investment approach follows a growth investment style. This approach seeks to identify companies demonstrating better than average current or prospective earnings growth relative to the overall market and relative to their peer group. When deciding to buy or sell an investment, the portfolio manager also considers whether it is a good value relative to its current price. The portfolio manager may use techniques such as fundamental analysis to assess growth potential.
Portfolio Management
| Portfolio Manager |
Mackenzie Financial Corporation |
|---|---|
| Sub-Advisor |
1832 Asset Management L.P.
|
Management and Organization
| Fund Manager |
Mackenzie Financial Corporation |
|---|---|
| Custodian |
Canadian Imperial Bank of Commerce |
| Registrar |
Mackenzie Financial Corporation |
| Distributor |
PFSL Investments Canada Ltd. |
Investment Minimums
| RSP Eligible | Yes |
|---|---|
| PAC Allowed | No |
| PAC Initial Investment | - |
| PAC Subsequent | - |
| SWP Allowed | No |
| SWP Min Balance | - |
| SWP Min Withdrawal | - |
Fees
| MER | 1.40% |
|---|---|
| Management Fee | 1.00% |
| Load | Choice of Back or No Load |
| FE Max | 5.00% |
| DSC Max | - |
| Trailer Fee Max (FE) | - |
| Trailer Fee Max (DSC) | - |
| Trailer Fee Max (NL) | - |
| Trailer Fee Max (LL) | - |
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