Income, stability and growth:
an option for every investor

Mackenzie Monthly Income Portfolios

Why Mackenzie Monthly Income Portfolios?

As investors approach retirement, they still need growth. However, they also need predictable investment income that can last through the duration of their retirement. Mackenzie Monthly Income Portfolios can help provide this and smooth the way for investors looking for stable income options.

Risk mitigation

Risk management strategies on both equity and fixed income reduce the effects of severe market declines to help your portfolio through volatility.

Cash flow

The portfolios are designed to provide consistent cash flow, with a reliable 4% fixed rate distribution that can help you cover regular expenses. 


The portfolios are well diversified across various regions, asset classes and investment styles to grow your investment.

Managing three key risks in retirement

As an increasing number of Canadians enter retirement, they need to rethink how their portfolios are constructed. Nelson Arruda explains.

Our selection

Discover our suite of funds to meet your investment goals and preferred risk.

Mackenzie Monthly Income Conservative Portfolio

Focused on providing reliable income and reduced volatility, this portfolio offers the potential for moderate long-term growth.

Mackenzie Monthly Income Balanced Portfolio

This portfolio strikes a balance between risk mitigation, asset growth and providing predictable, steady income.

Mackenzie Monthly Income Growth Portfolio

Focused on providing growth, this portfolio mitigates risk with sophisticated strategies and provides predictable, steady income.


Delivering portfolio outcomes
with next generation thinking

The Mackenzie Multi-Asset Strategies Team builds modern portfolios designed to deliver on specific investment objectives, whatever the future may bring.

Retirement RE: Constructed

Our new retirement experience matches the top 6 investor needs with custom Mackenzie solutions. 

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.

The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.