Symmetry Balanced Portfolio | Mackenzie Investments

Why invest in this fund?

Steady, “down-the-middle” investment
Seeks an equal balance of growth and protection
Diversification that strives to deliver lower volatility

Symmetry Q1 2021 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

Andrea Hallett, CFA

Vice President, Portfolio Manager

Mackenzie Multi-Asset Strategies Team

Investment experience since 1998

Commentary

Monthly Commentary - Symmetry Portfolios

Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Symmetry Portfolio Quarterly Supplement pdf 616KB
Symmetry Investor Questionnaire pdf 408KB
Symmetry Portfolios - Deep pension-style expertise pdf 4065KB
Fund Profile – Symmetry Balanced Portfolio pdf 488KB
Fund Profile – Symmetry Balanced Portfolio – Series F pdf 488KB
Multi-Asset Strategies Team investment update pdf 303KB

Regulatory Documents

Other Managed Assets