Mackenzie Conservative Income ETF Portfolio
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, 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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ETF Portfolios Investor Questionnaire
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142KB
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Fund Profile (Express) - Mackenzie Conservative Income ETF Portfolio
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481KB
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Fund Profile - Mackenzie Conservative Income ETF Portfolio Series PW
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482KB
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Fund Profile (Express) Mackenzie Conservative Income ETF Portfolio Series F
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482KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Conservative Income ETF Portfolio
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119KB
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Financial Statements – Semi-annual – Mackenzie Conservative Income ETF Portfolio - fs-semi-annual-05421-en
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532KB
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MRFP – Annual – Mackenzie Conservative Income ETF Portfolio
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1035KB
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Financial Statements – Annual – Mackenzie Conservative Income ETF Portfolio
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1380KB
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MRFP – Semi-annual – Mackenzie Conservative Income ETF Portfolio - mrfp-semi-annual-05421-en
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985KB
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Quarterly Portfolio Disclosure - 3rd Quarter – Mackenzie Conservative Income ETF Portfolio
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91KB
Other Managed Assets
- Symmetry Balanced Portfolio
- Symmetry Conservative Portfolio Class
- Symmetry Conservative Portfolio
- Mackenzie Monthly Income Balanced Portfolio
- Symmetry Conservative Income Portfolio
- Symmetry Conservative Income Portfolio Class
- Mackenzie Balanced ETF Portfolio
- Symmetry Balanced Portfolio Class
- Mackenzie Monthly Income Conservative Portfolio
- Symmetry Fixed Income Portfolio
- Symmetry Moderate Growth Portfolio Class
- Mackenzie Conservative ETF Portfolio
- Symmetry Growth Portfolio
- Mackenzie Moderate Growth ETF Portfolio
- Mackenzie Growth ETF 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.