Mackenzie Moderate Growth ETF Portfolio
Why invest in this fund?
- Balanced portfolio that invests in fixed income and equity ETFs with an emphasis on long-term capital appreciation.
- Designed to provide a balance between long-term capital appreciation and income.
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
= Login required for access
-
Investor page - Comprehensive cost-effective portfolios
pdf
622KB
-
Fund Profile - Mackenzie Moderate Growth ETF Portfolio Series PW
pdf
482KB
-
Fund Profile (Express) - Mackenzie Moderate Growth ETF Portfolio Series F
pdf
482KB
-
Fund Profile (Express) - Mackenzie Moderate Growth ETF Portfolio Series A
pdf
481KB
-
ETF Portfolios Investor Questionnaire
pdf
142KB
Regulatory Documents
= Login required for access
- Fund Facts
- Prospectus & Annual Information Form
-
MRFP – Annual – Mackenzie Moderate Growth ETF Portfolio
pdf
1119KB
-
Financial Statements – Annual – Mackenzie Moderate Growth ETF Portfolio
pdf
1414KB
-
Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Moderate Growth ETF Portfolio
pdf
106KB
-
Financial Statements – Semi-annual – Mackenzie Moderate Growth ETF Portfolio - fs-semi-annual-05481-en
pdf
557KB
-
MRFP – Semi-annual – Mackenzie Moderate Growth ETF Portfolio
pdf
1634KB
-
Quarterly Portfolio Disclosure - 3rd Quarter – Mackenzie Moderate Growth ETF Portfolio
pdf
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
- Mackenzie Balanced ETF Portfolio
- Symmetry Moderate Growth Portfolio Class
- Mackenzie Monthly Income Conservative 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.