Mackenzie Defensive Tilt ETF (MDEF)

Overview

The Mackenzie Defensive Tilt ETF is an actively managed exchange-traded fund, strategically designed to achieve long-term capital growth. This fund primarily invests in equity securities of large and mid-capitalization companies, focusing significantly on firms located within the United States. The guiding principle behind the ETF is to construct a portfolio that demonstrates lower sensitivity to economic cycles. It intentionally targets businesses that are known for their solid performance during market downturns or periods of economic instability. By concentrating on defensive sectors, this fund seeks out companies characterized by stable earnings and resilient business models that typically withstand the pressures of challenging economic conditions.

Issued by Power Corporation of Canada and managed by Mackenzie Financial Corp., the Mackenzie Defensive Tilt ETF operates as a Canadian Mutual Fund Trust, which allows it to distribute dividends. The fund is particularly relevant for investors who desire exposure to equities while aiming to mitigate risks tied to economic volatility. By focusing on well-established and non-cyclical industries, the ETF provides a strategic avenue for investors looking for stability amid a broader equity market marked by fluctuations.

Products and Services

• Actively Managed ETF

  The core offering of the Mackenzie Defensive Tilt ETF is its actively managed structure. This means that investment decisions are made by a team of financial experts who continuously monitor market conditions, allowing for tactical reallocations in response to economic shifts. This dynamic management approach aims to capitalize on market opportunities while minimizing risks.

• Equity Investments

  The ETF primarily invests in equities, focusing on large and mid-cap companies. This strategic emphasis allows investors to engage with businesses that are likely to show more resilience during economic downturns, aiming for stable returns over the long term while reducing exposure to cyclical industries.

• Defensive Sector Focus

  A key characteristic of the Mackenzie Defensive Tilt ETF is its concentration on defensive sectors. This focus includes industries that typically perform well regardless of economic conditions, such as utilities, consumer staples, and healthcare. By targeting these stable sectors, the fund seeks to provide investors with a more secure investment vehicle amidst market volatility.

• Dividend Distribution

  Investors in the ETF benefit from regular dividend distributions, deriving income from the portfolio's stable earnings. This aspect makes the ETF an attractive choice for those seeking both growth and income within their investment strategy.

• Investment Research and Insights

  Mackenzie Financial Corp. offers extensive research and insights related to the market trends and sectors in which the fund invests. Through this service, investors gain valuable perspectives and data that could inform their investment decisions, further reinforcing the fund's strategic positioning in the market.