Mackenzie Monthly Income Portfolios
Learn how our Monthly Income Portfolios provide consistent income and growth in retirement.
SPEAKER: Today’s retirees are living longer and could enjoy twenty-five-plus years of retirement living. But this great news story brings with it new challenges. First… there’s the possibility of outliving their savings or requiring more income to fund their active lifestyles. Second, with ongoing market volatility and an uncertain rate environment, how can retirees protect their accumulated savings? Finally, can their portfolio grow to face rising inflation and living expenses? Relax. There are options. Mackenzie’s Monthly Income Portfolios feature multi-asset structures to achieve income and growth while reducing downside risk. They are designed to consistently deliver very specific outcomes. One. The portfolios provide stable income with 4% fixed rate distribution from dividends, bonds, capital gains, and return of capital when needed. Two: They have built-in downside risk management to mitigate volatility using options. Three: The funds offer growth potential from multi-asset exposure including equities, high-yield bonds and floating rate loans. Finally, the management team has decades of experience managing private and public pensions. Talk to your financial advisor about Mackenzie Monthly Income Portfolios.