Income and growth with downside risk mitigation

Mackenzie Monthly Income Conservative Portfolio

Mackenzie Monthly Income Portfolios at a Glance

Learn more about the Mackenzie Monthly Income Portfolios’ approach to retirement income.

Predictable cashflow with Risk Management

Learn more about why you need predictable cash flow in retirement.

Asset Class Managed Assets

Mackenzie Monthly Income Conservative Portfolio

Why invest in this fund?

  • For investors seeking a globally diversified, multi-asset portfolio designed to provide reduced downside, monthly income and some long-term growth.

Monthly Income Portfolios: 2020 year in review >

Key Facts

Portfolio Managers

Nelson Arruda, CFA

Senior Vice President, Portfolio Manager, Team Co-Lead

Mackenzie Multi-Asset Strategies Team

Investment experience since 2009

Todd Mattina, Ph.D.

Senior Vice-President, Chief Economist, Portfolio Manager, Team Co-Lead 

Mackenzie Multi-Asset Strategies Team

Investment experience since 2001

Commentary

Monthly Commentary - Mackenzie Monthly Income Conservative Portfolio

Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Regulatory Documents