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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Mackenzie ETF Portfolios - Investor Questionnaire
pdf
142KB
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Investor Brochure – Mackenzie ETF Portfolios
pdf
3606KB
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Fund Profile (Express) Mackenzie Balanced ETF Portfolio Series F
pdf
174KB
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Fund Profile - Mackenzie Balanced ETF Portfolio Series PW
pdf
174KB
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Fund Profile (Express) - Mackenzie Balanced ETF Portfolio
pdf
174KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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Quarterly Portfolio Disclosure - 3rd Quarter – Mackenzie Balanced ETF Portfolio
pdf
92KB
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Financial Statements – Semi-annual – Mackenzie Balanced ETF Portfolio - fs-semi-annual-05401-en
pdf
593KB
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MRFP – Semi-annual – Mackenzie Balanced ETF Portfolio - mrfp-semi-annual-05401-en
pdf
680KB
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MRFP – Annual – Mackenzie Balanced ETF Portfolio
pdf
977KB
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Financial Statements – Annual – Mackenzie Balanced ETF Portfolio
pdf
1386KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Balanced ETF Portfolio
pdf
106KB
Other Managed Assets
- Mackenzie Conservative Income ETF Portfolio
- Mackenzie Conservative ETF Portfolio
- Mackenzie Moderate Growth ETF Portfolio
- Mackenzie Growth ETF Portfolio
- Symmetry Balanced Portfolio
- Symmetry Conservative Income Portfolio Class
- Symmetry Conservative Income Portfolio
- Symmetry Balanced Portfolio Class
- Symmetry Conservative Portfolio
- Symmetry Conservative Portfolio Class
- Symmetry Growth Portfolio
- Symmetry Fixed Income Portfolio
- Symmetry Moderate Growth Portfolio Class
- Mackenzie Monthly Income Conservative Portfolio
- Mackenzie Monthly Income Balanced Portfolio
- 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.