Mackenzie Monthly Income Portfolios | Mackenzie Investments

Mackenzie Monthly Income Portfolios

Monthly Income Portfolios

The Mackenzie Monthly Income Conservative Portfolio and Mackenzie Monthly Income Balanced Portfolio are multi-asset solutions designed to provide:

  •  Monthly cash flow in retirement
  •  Potential for reduced risk during market downturns
  •  Growth potential to offset longevity and inflation risks
  • 4% fixed rate monthly distribution*
  • Dividends, bond yield + capital gains, return of capital if needed
  • Aims to reduce the risk of severe drawdowns with the use of Options
  • Diversified, managed exposure to growth assets (equities, high yield bonds and floating rate loans)

Talk to your financial advisor about our Monthly Income Portfolios.

No portion of this communication may be reproduced or distributed to the public. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated.

*4% fixed monthly distribution on most series. The payment of distributions is not guaranteed and may fluctuate. The payment of distributions should not be confused with a fund’s performance, rate of return or yield. If distributions paid by the fund are greater than the performance of the fund, your original investment will shrink. Distributions paid as a result of capital gains realized by a fund, and income and dividends earned by a fund are taxable in your hands in the year they are paid. Your adjusted cost base will be reduced by the amount of any returns of capital. If your adjusted cost base goes below zero, you will have to pay capital gains tax on the amount below zero.