As investors approach retirement, they still need growth, as well as predictable long-term income. Mackenzie Monthly Income Portfolios can smooth the way for investors seeking stable income.
Portfolio options with next generation thinking
The key to attractive returns is to avoid undue risk. To achieve consistent, repeatable results, we employ a disciplined investment process, based on years of institutional experience.
Successful investing takes time, discipline and technical expertise. We build portfolios using carefully selected assets that are weighted with a goal of managing risk in line with investor needs. Our specialized team manages assets to mitigate downside risk and actively monitor each portfolio’s performance, making adjustments as warranted by market conditions.
Delivering portfolio outcomes
with next generation thinking
Drawing on deep institutional experience, the team builds modern portfolios designed for specific investment objectives, whatever the future may bring.
Insights and education
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
The payment of distributions is not guaranteed and may fluctuate. The payment of distributions should not be confused with a fund’s performance, rate of return or yield. If distributions paid by the fund are greater than the performance of the fund, your original investment will shrink. Distributions paid as a result of capital gains realized by a fund, and income and dividends earned by a fund are taxable in your hands in the year they are paid. Your adjusted cost base will be reduced by the amount of any returns of capital. If your adjusted cost base goes below zero, you will have to pay capital gains tax on the amount below zero.
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