Description: PZW seeks to generate capital growth over the long term by investing, directly or indirectly, primarily in equities of small- and medium-sized companies from developed markets globally.
Exchange: TO
Country: CA
Currency: Canadian Dollar (C$)
Category: Global Small/Mid Cap Equity
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| US Equity | 48.71 | 0.00 | 48.71 |
| Equity | 4.48 | 0.00 | 4.48 |
| Other | 0.12 | 0.00 | 0.12 |
| Cash | 16.84 | 16.75 | 0.09 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Industrials | 20.41 | 19.88 |
| Financial Services | 13.59 | 11.54 |
| Consumer Cyclicals | 12.87 | 12.29 |
| Technology | 10.12 | 16.96 |
| Real Estate | 8.69 | 3.15 |
| Healthcare | 8.38 | 13.38 |
| Basic Materials | 7.56 | 5.97 |
| Energy | 6.40 | 4.61 |
| Consumer Defensive | 5.99 | 6.51 |
| Communication Services | 3.93 | 2.87 |
| Utilities | 2.07 | 2.84 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 53.32 | 49.02 |
| Japan | 15.08 | 12.22 |
| Europe Developed | 14.25 | 18.27 |
| Asia Developed | 6.41 | 5.26 |
| Australasia | 3.94 | 1.59 |
| United Kingdom | 3.82 | 6.68 |
| Africa/Middle East | 1.27 | 0.61 |
| Asia Emerging | 0.83 | 4.45 |
| Latin America | 0.76 | 1.52 |
| Europe Emerging | 0.33 | 0.39 |