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
Vice President, Portfolio Manager
Mackenzie Multi-Asset Strategies TeamInvestment experience since 2009
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
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Feature Page – Symmetry Portfolios
pdf
92KB
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Q1 Commentary – Mackenzie Asset Allocation Team
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91KB
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Symmetry Quarterly Review
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266KB
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Q2 Commentary – Mackenzie Asset Allocation Team
pdf
156KB
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Q4 Commentary – Mackenzie Asset Allocation Team
pdf
161KB
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Q3 Commentary – Mackenzie Multi-Asset Strategies Team
pdf
231KB
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Fund Profile – Symmetry Balanced Portfolio – Series F
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176KB
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Fund Profile – Symmetry Balanced Portfolio
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176KB
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Symmetry Investor Questionnaire
pdf
139KB
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Investor Guide – Symmetry Portfolios
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1236KB
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Symmetry Portfolios Quarterly Supplement
pdf
729KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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MRFP – Annual – Symmetry Balanced Portfolio
pdf
1202KB
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MRFP – Semi-annual – Symmetry Balanced Portfolio
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1017KB
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Quarterly Portfolio Disclosure – 1st Quarter – Symmetry Balanced Portfolio
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82KB
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Financial Statements – Annual – Symmetry Balanced Portfolio
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336KB
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Financial Statements – Semi-annual – Symmetry Balanced Portfolio
pdf
658KB
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
Q1 Commentary – Mackenzie Asset Allocation Team
Read Mackenzie Asset Allocation Team’s latest commentary to learn about their analysis of key market risks and opportunities.
May 17, 2019Symmetry Quarterly Review
Quarterly update on Symmetry Portfolios.
February 12, 2019Q3 Commentary – Mackenzie Multi-Asset Strategies Team
Read Mackenzie Multi-Asset Strategies Team’s latest commentary to learn about their analysis of key market risks and opportunities.
November 12, 2018Q2 Commentary – Mackenzie Asset Allocation Team
Read Mackenzie Asset Allocation Team’s latest commentary to learn about their analysis of key market risks and opportunities.
August 13, 2018Q4 Commentary – Mackenzie Asset Allocation Team
Read Mackenzie Asset Allocation Team’s latest commentary to learn about their analysis of key market risks and opportunities.
January 30, 2018