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
Vice President, Portfolio Manager
Mackenzie Multi-Asset Strategies TeamInvestment experience since 2009
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
pdf
91KB
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Symmetry Quarterly Review
pdf
266KB
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Investor Guide – Symmetry Portfolios
pdf
1236KB
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Symmetry Investor Questionnaire
pdf
139KB
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Symmetry Portfolios Quarterly Supplement
pdf
729KB
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Fund Profile – Symmetry Conservative Income Portfolio – Series F
pdf
176KB
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Fund Profile – Symmetry Conservative Income Portfolio
pdf
176KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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Quarterly Portfolio Disclosure – 1st Quarter – Symmetry Conservative Income Portfolio
pdf
81KB
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Financial Statements – Semi-annual – Symmetry Conservative Income Portfolio
pdf
236KB
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Financial Statements – Annual – Symmetry Conservative Income Portfolio
pdf
287KB
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MRFP – Semi-annual – Symmetry Conservative Income Portfolio
pdf
758KB
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MRFP – Annual – Symmetry Conservative Income Portfolio
pdf
885KB
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
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, 2019