Retirement rewired, with your retirement partner.

Mackenzie Monthly Income Conservative Portfolio
That’s better together.

Mackenzie Monthly Income Conservative Portfolio

★★★★★
Morningstar Canada

The New Retirement Reality

Market Insights: “Lower for longer” interest rates and the implications for retirement portfolios.

Mackenzie Monthly Income Portfolios at a Glance

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

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

Insight

Fund feature page

Learn how this Fund can be a valuable component for the construction of your clients’ portfolios.

commentary

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.

Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Regulatory Documents