Asset Class Managed Assets

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

Vice President, Portfolio Manager

Mackenzie Multi-Asset Strategies Team

Investment experience since 2009

Commentary

Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Regulatory Documents