Mackenzie Balanced ETF Portfolio
Why invest in this fund?
- Balanced portfolio that invests in fixed income and equity ETFs with the potential for some capital appreciation.
- Designed to provide a balance of income and long-term capital appreciation.
- Diversification that strives to deliver lower volatility.
Key Facts
Portfolio Managers
Nelson Arruda, CFA
Senior Vice President, Portfolio Manager, Team Co-Lead
Mackenzie Multi-Asset Strategies TeamInvestment experience since 2009
Todd Mattina, Ph.D.
Senior Vice-President, Chief Economist, Portfolio Manager, Team Co-Lead
Mackenzie Multi-Asset Strategies TeamInvestment experience since 2001
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Investor page - Comprehensive cost-effective portfolios
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622KB
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Fund Profile (Express) Mackenzie Balanced ETF Portfolio Series F
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482KB
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Fund Profile (Express) - Mackenzie Balanced ETF Portfolio
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481KB
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Fund Profile - Mackenzie Balanced ETF Portfolio Series PW
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481KB
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ETF Portfolios Investor Questionnaire
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142KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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MRFP – Annual – Mackenzie Balanced ETF Portfolio
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977KB
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Financial Statements – Annual – Mackenzie Balanced ETF Portfolio
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1386KB
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MRFP – Semi-annual – Mackenzie Balanced ETF Portfolio - mrfp-semi-annual-05401-en
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981KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Balanced ETF Portfolio
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106KB
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Financial Statements – Semi-annual – Mackenzie Balanced ETF Portfolio - fs-semi-annual-05401-en
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542KB
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Quarterly Portfolio Disclosure - 3rd Quarter – Mackenzie Balanced ETF Portfolio
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91KB
Other Managed Assets
- Symmetry Balanced Portfolio
- Symmetry Conservative Portfolio Class
- Mackenzie Conservative Income ETF Portfolio
- Symmetry Conservative Portfolio
- Symmetry Conservative Income Portfolio Class
- Mackenzie Monthly Income Balanced Portfolio
- Symmetry Conservative Income Portfolio
- Symmetry Moderate Growth Portfolio Class
- Mackenzie Monthly Income Conservative Portfolio
- Mackenzie Moderate Growth ETF Portfolio
- Symmetry Growth Portfolio
- Mackenzie Growth ETF Portfolio
- Symmetry Fixed Income Portfolio
- Mackenzie Conservative ETF Portfolio
- Symmetry Balanced Portfolio Class
- See all Managed Assets
Fund feature page
Learn how this Fund can be a valuable component for the construction of your clients’ portfolios.
Monthly Commentaries
Mackenzie Investments publishes regular commentaries to help advisors make sense of the markets, review the recent performances of funds and anticipate future outlooks. Read the latest monthly commentaries for more information.