Mackenzie Monthly Income Portfolios

Monthly Income Portfolios

The Mackenzie Monthly Income Conservative Portfolio and Mackenzie Monthly Income Balanced Portfolio are multi-asset solutions designed to provide:

  • ✔ Monthly cash flow in retirement
  • ✔ Potential for reduced risk during market downturns
  • ✔ Growth potential to offset longevity and inflation risks
  • 4% fixed rate monthly distribution*
  • Dividends, bond yield + capital gains, return of capital if needed
  • Aims to reduce the risk of severe drawdowns with the use of Options
  • Diversified, managed exposure to growth assets (equities, high yield bonds and floating rate loans)

Talk to your financial advisor about our Monthly Income Portfolios.