Asset Class Managed Assets

Symmetry Conservative Income Portfolio

Why invest in this fund?

  • Balanced portfolio focused on preserving capital
  • Seeks a steady income stream with some growth potential
  • Diversification that strives to deliver lower volatility

Key Facts

Portfolio Managers

Andrea Hallett CFA

Vice President, Portfolio Manager

Mackenzie Multi-Asset Strategies Team

Investment experience since 1998

Nelson Arruda CFA

Vice President, Portfolio Manager

Mackenzie Multi-Asset Strategies Team

Investment experience since 2009

Commentary

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, 2019

Symmetry Quarterly Review

Quarterly update on Symmetry Portfolios.

February 12, 2019

Q3 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, 2018

Q2 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, 2018

Q4 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

Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Regulatory Documents