Asset Class Managed Assets

Why invest in this fund?

  • Conservative portfolio that invests mostly in fixed income ETFs and to a lesser extent in equity ETFs with an emphasis on capital preservation.
  • Seeks a steady income stream with some growth potential.
  • Diversification that strives to deliver lower volatility.

Key Facts

Portfolio Managers

Nelson Arruda, MFin., MSc., CFA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Multi-Asset Strategies Team

Investment experience since 2010



Sustainability Characteristics

Codes & Fees

Historical Data


Fund Materials

Regulatory Documents