Mackenzie Cyclical Tilt ETF (MCYC)

Overview

The Mackenzie Cyclical Tilt ETF is an actively managed exchange-traded fund that aims to achieve long-term capital growth primarily by investing in equity securities of large and mid-capitalization U.S. companies. The fund primarily focuses on businesses that are expected to show heightened sensitivity to economic cycle fluctuations, thereby providing investors with exposure to sectors and industries that tend to perform well during periods of economic expansion.

Unlike passively managed funds that track a specific index, the Mackenzie Cyclical Tilt ETF employs active management strategies to select companies from various sectors. This approach is designed to leverage cyclical trends and adeptly navigate market changes. Structured as a Canadian mutual fund trust, this ETF is overseen by Mackenzie Financial Corp., which is a well-established asset manager under the Power Corporation umbrella. By adding this ETF to multi-asset portfolios, investors can strategically increase their cyclical exposure in favorable market conditions, augmenting their defensive or diversified holdings within the entire equity investment landscape.

Products and Services

• Actively Managed ETF

  The core offering of Mackenzie Cyclical Tilt ETF comprises an actively managed exchange-traded fund that focuses on dynamic equity investment strategies aimed at capitalizing on shifting economic cycles. By investing in large and mid-cap U.S. companies, the ETF seeks high-growth opportunities in sectors that demonstrate cyclical performance.

• Long-term Capital Growth

  This fund is designed with a focus on long-term capital appreciation, appealing to investors looking for sustainable growth potential. The emphasis is on identifying companies that benefit from economic expansions, thus enhancing the growth prospects of the investment portfolio.

• Dividend Distribution

  As part of its structure as a Canadian mutual fund trust, the Mackenzie Cyclical Tilt ETF distributes dividends to its investors. This income-generating feature can be particularly attractive for those seeking regular cash flows alongside capital growth, thereby reinforcing the fund's appeal to a broader audience.

• Multi-Asset Portfolio Strategy

  The ETF serves a strategic purpose in multi-asset portfolios, allowing investors to diversify their exposure by adding cyclical investments. This feature helps investors balance their portfolios with defensive holdings, particularly useful in managing risk across different market conditions.

• Expert Management

  Overseen by Mackenzie Financial Corp., a leader in the Canadian asset management industry, the ETF benefits from expert analysis and management. This oversight ensures that the fund is adept at responding to market changes and optimizing its investment strategies, which can enhance potential returns for investors.