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
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 - Mackenzie Moderate Growth ETF Portfolio Series PW
pdf
173KB
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Fund Profile (Express) - Mackenzie Moderate Growth ETF Portfolio Series F
pdf
174KB
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Fund Profile (Express) - Mackenzie Moderate Growth ETF Portfolio Series A
pdf
174KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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MRFP – Annual – Mackenzie Moderate Growth ETF Portfolio
pdf
809KB
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Financial Statements – Annual – Mackenzie Moderate Growth ETF Portfolio
pdf
471KB
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MRFP – Semi-annual – Mackenzie Moderate Growth ETF Portfolio
pdf
860KB
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Financial Statements – Semi-annual – Mackenzie Moderate Growth ETF Portfolio - fs-semi-annual-05481-en
pdf
417KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Moderate Growth ETF Portfolio
pdf
64KB
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Quarterly Portfolio Disclosure - 3rd Quarter – Mackenzie Moderate Growth ETF Portfolio
pdf
93KB
Other Managed Assets
- Symmetry Balanced Portfolio
- Symmetry Conservative Portfolio Class
- Mackenzie Conservative Income ETF Portfolio
- 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 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.