Symmetry Conservative Income Portfolio | Mackenzie Investments

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, MFin., MSc., CFA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Multi-Asset Strategies Team

Investment experience since 2010

Performance

Portfolio

Sustainability Characteristics

Codes & Fees

Historical Data

Resources

Fund Materials

Symmetry Investor Questionnaire pdf 408KB
Diversify your portfolio for a smoother ride pdf 162KB
Fund Profile - Symmetry Conservative Income Portfolio Series F pdf 510KB
Symmetry Portfolio Quarterly Supplement pdf 594KB
Fund Profile - Symmetry Conservative Income Portfolio pdf 510KB
Multi-Asset Strategies Team investment update pdf 105KB
At a Glance - Symmetry Portfolios pdf 91KB
Mackenzie Symmetry portfolios - Q4 2022 review pdf 284KB

Regulatory Documents

Other Managed Assets