Symmetry Balanced Portfolio
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
Key Facts
Portfolio Managers
Nelson Arruda, CFA
Senior Vice President, Portfolio Manager, Team Co-Lead
Mackenzie Multi-Asset Strategies TeamInvestment experience since 2009
Todd Mattina, Ph.D.
Senior Vice-President, Chief Economist, Portfolio Manager, Team Co-Lead
Mackenzie Multi-Asset Strategies TeamInvestment experience since 2001
Andrea Hallett, CFA
Vice President, Portfolio Manager
Mackenzie Multi-Asset Strategies TeamInvestment experience since 1998
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
= Login required for access
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Symmetry Investor Questionnaire
pdf
139KB
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Symmetry Portfolios - Deep pension-style expertise
pdf
2037KB
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Symmetry Portfolio Quarterly Supplement
pdf
1100KB
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Fund Profile – Symmetry Balanced Portfolio – Series F
pdf
491KB
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Fund Profile – Symmetry Balanced Portfolio
pdf
491KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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Quarterly Portfolio Disclosure – 1st Quarter – Symmetry Balanced Portfolio
pdf
89KB
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Financial Statements – Semi-annual – Symmetry Balanced Portfolio
pdf
1966KB
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Financial Statements – Annual – Symmetry Balanced Portfolio
pdf
2095KB
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MRFP – Annual – Symmetry Balanced Portfolio
pdf
3669KB
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MRFP – Semi-annual – Symmetry Balanced Portfolio
pdf
3955KB
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Quarterly Portfolio Disclosure – 3rd Quarter – Symmetry Balanced Portfolio
pdf
92KB
Other Managed Assets
- Symmetry Conservative Portfolio Class
- Mackenzie Conservative Income ETF Portfolio
- Symmetry Conservative Portfolio
- Mackenzie Monthly Income Balanced Portfolio
- Symmetry Conservative Income Portfolio
- Symmetry Conservative Income Portfolio Class
- Mackenzie Balanced ETF Portfolio
- Symmetry Balanced Portfolio Class
- Mackenzie Monthly Income Conservative Portfolio
- Symmetry Fixed Income Portfolio
- Symmetry Moderate Growth Portfolio Class
- Mackenzie Conservative ETF Portfolio
- Symmetry Growth Portfolio
- Mackenzie Moderate Growth ETF Portfolio
- Mackenzie Growth ETF Portfolio
- See all Managed Assets
Fund feature page
Learn how this Fund can be a valuable component for the construction of your clients’ portfolios.
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.