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 TeamInvestment experience since 1998
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
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 Conservative Income Portfolio – Series F
pdf
487KB
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Fund Profile – Symmetry Conservative Income Portfolio
pdf
488KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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MRFP – Annual – Symmetry Conservative Income Portfolio
pdf
3620KB
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Financial Statements – Annual – Symmetry Conservative Income Portfolio
pdf
2012KB
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Quarterly Portfolio Disclosure – 1st Quarter – Symmetry Conservative Income Portfolio
pdf
159KB
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Financial Statements – Semi-annual – Symmetry Conservative Income Portfolio
pdf
1454KB
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MRFP – Semi-annual – Symmetry Conservative Income Portfolio
pdf
2680KB
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Quarterly Portfolio Disclosure – 3rd Quarter – Symmetry Conservative Income Portfolio
pdf
138KB
Other Managed Assets
- Symmetry Balanced Portfolio
- Symmetry Conservative Portfolio Class
- Mackenzie Conservative Income ETF Portfolio
- Symmetry Conservative Portfolio
- Symmetry Conservative Income Portfolio Class
- Mackenzie Monthly Income Balanced Portfolio
- Mackenzie Balanced ETF Portfolio
- Symmetry Moderate Growth Portfolio Class
- Mackenzie Monthly Income Conservative Portfolio
- Mackenzie Moderate Growth ETF Portfolio
- Symmetry Growth Portfolio
- Mackenzie Growth ETF Portfolio
- Symmetry Fixed Income Portfolio
- Mackenzie Conservative ETF Portfolio
- Symmetry Balanced Portfolio Class
- 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.