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 Portfolio Quarterly Supplement
pdf
616KB
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Symmetry Investor Questionnaire
pdf
408KB
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Symmetry Portfolios - Deep pension-style expertise
pdf
4065KB
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Fund Profile – Symmetry Conservative Income Portfolio – Series F
pdf
486KB
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Fund Profile – Symmetry Conservative Income Portfolio
pdf
485KB
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Multi-Asset Strategies Team investment update
pdf
303KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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Quarterly Portfolio Disclosure – 3rd Quarter – Symmetry Conservative Income Portfolio
pdf
138KB
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MRFP – Annual – Symmetry Conservative Income Portfolio
pdf
3085KB
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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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Financial Statements – Annual – Symmetry Conservative Income Portfolio
pdf
1716KB
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Quarterly Portfolio Disclosure – 1st Quarter – Symmetry Conservative Income Portfolio
pdf
91KB
Other Managed Assets
- Mackenzie Monthly Income Balanced Portfolio
- Symmetry Balanced Portfolio
- Mackenzie Balanced ETF Portfolio
- Mackenzie Monthly Income Conservative Portfolio
- Symmetry Growth Portfolio
- Mackenzie Conservative Income ETF Portfolio
- Symmetry Fixed Income Portfolio
- Mackenzie Conservative ETF Portfolio
- Mackenzie Growth ETF Portfolio
- Symmetry Conservative Portfolio
- Mackenzie Moderate Growth ETF Portfolio
- Symmetry Equity Portfolio
- See all Managed Assets