Income, stability and growth:
an option for every investor
Mackenzie Monthly Income Portfolios

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.
Key Facts
Portfolio Managers

Nelson Arruda, MFin., MSc., CFA
Senior Vice President, Portfolio Manager, Head of Team
Mackenzie Multi-Asset Strategies TeamInvestment experience since 2010
Performance
Portfolio
Sustainability Characteristics
Codes & Fees
Historical Data
Resources
Fund Materials
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Mackenzie Monthly Income Portfolios Investor Questionnaire pdf 251KB
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Investor guide: Mackenzie Monthly Income Portfolios pdf 4930KB
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How the sequence of returns can impact your retirement savings pdf 297KB
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Fund Profile - Mackenzie Monthly Income Conservative Portfolio Series F pdf 505KB
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Fund Profile - Mackenzie Monthly Income Conservative Portfolio pdf 505KB
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At a Glance – Monthly Income Portfolios pdf 181KB
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Quarterly Commentary - Mackenzie Monthly Income Conservative Portfolio pdf 130KB
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Monthly Income Portfolios: Performance highlights pdf 479KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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MRFP – Annual – Mackenzie Monthly Income Conservative Portfolio pdf 1005KB
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Financial Statements – Annual – Mackenzie Monthly Income Conservative Portfolio pdf 454KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Monthly Income Conservative Portfolio pdf 80KB
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MRFP – Semi-annual – Mackenzie Monthly Income Conservative Portfolio pdf 1164KB
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Financial Statements – Semi-annual – Mackenzie Monthly Income Conservative Portfolio pdf 411KB
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Quarterly Portfolio Disclosure - 3rd Quarter – Mackenzie Monthly Income Conservative Portfolio pdf 80KB
Other Managed Assets
- Mackenzie Monthly Income Balanced Portfolio
- Symmetry Balanced Portfolio
- Symmetry Moderate Growth Portfolio
- Mackenzie Balanced ETF Portfolio
- Symmetry Growth Portfolio
- Mackenzie Conservative Income ETF Portfolio
- Symmetry Fixed Income Portfolio
- Symmetry Conservative Income Portfolio
- Symmetry Equity Portfolio
- Mackenzie Monthly Income Growth Portfolio
- Mackenzie Conservative ETF Portfolio
- Mackenzie Growth ETF Portfolio
- Symmetry Conservative Portfolio
- Mackenzie Moderate Growth ETF Portfolio
- See all Managed Assets