Symmetry is a series of diversified and balanced portfolios, each tied to distinct risk tolerances and return needs of investors. The portfolios are managed by a team with deep pension experience, and are constantly monitored to ensure each portfolio remains true to its risk tolerance and investment objectives.
Symmetry Portfolio Builder
The Symmetry Portfolio Builder helps determine the best portfolio solution for your clients and automatically generates a customized Investment Policy Statement (IPS).
- Symmetry Portfolios series A – 2019 year in review PDF(Locked) 582 KB
- Symmetry Portfolios series F – 2019 year in review PDF(Locked) 582 KB
- Investment Managers PDF 250.5 KB
- Investor Brochure PDF 6.8 MB
- Investor Symmetry Presentation PDF(Locked)
- Advisor Feature Page PDF(Locked)
- Investor Questionnaire PDF 139.9 KB
- Symmetry Portfolio Quarterly Supplement PDF 764.7 KB
Your future in Symmetry starts now.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments and the use of an asset allocation service. Please read the prospectus of the mutual funds in which investment may be made under the asset allocation service before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
On September 28, 2012 the Symmetry Fixed Income Portfolio changed its objectives to permit the Fund to seek fixed-income exposure by investing either directly in fixed income securities or through other mutual funds. The past performance before this date was achieved under the previous objectives.
The content of this 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.