Symmetry Conservative Portfolio Class
Why invest in this fund?
- Income portfolio that strives to preserve capital
- Seeks a steady income stream with growth potential
- Diversification that strives to deliver lower volatility
Current Symmetry Quarterly Review >
Current Symmetry Quarterly Attribution >
Key Facts
Portfolio Managers
Nelson Arruda, CFA
Senior Vice President, Portfolio Manager, Team Co-Lead
Mackenzie Multi-Asset Strategies TeamInvestment experience since 2009
Andrea Hallett, CFA
Vice President, Portfolio Manager
Mackenzie Multi-Asset Strategies TeamInvestment experience since 1998
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
= Login required for access
-
Symmetry Investor Questionnaire
pdf
139KB
-
Symmetry Portfolio Quarterly Supplement
pdf
1080KB
-
Fund Profile – Symmetry Conservative Portfolio Class – Series F
pdf
176KB
-
Fund Profile – Symmetry Conservative Portfolio Class
pdf
176KB
-
Symmetry Portfolios - Deep pension-style expertise
pdf
2037KB
Regulatory Documents
= Login required for access
- Fund Facts
- Prospectus & Annual Information Form
-
MRFP – Annual – Symmetry Conservative Portfolio Class
pdf
906KB
-
MRFP – Semi-annual – Symmetry Conservative Portfolio Class
pdf
896KB
-
Quarterly Portfolio Disclosure – 1st Quarter – Symmetry Conservative Portfolio Class
pdf
90KB
-
Financial Statements – Annual – Symmetry Conservative Portfolio Class
pdf
264KB
-
Financial Statements – Semi-annual – Symmetry Conservative Portfolio Class
pdf
206KB
-
Quarterly Portfolio Disclosure – 3rd Quarter – Symmetry Conservative Portfolio Class
pdf
120KB
Other Managed Assets
- Symmetry Balanced Portfolio
- Mackenzie Conservative Income ETF Portfolio
- Symmetry Conservative Portfolio
- Mackenzie Monthly Income Balanced Portfolio
- Symmetry Conservative Income Portfolio
- Symmetry Conservative Income Portfolio Class
- Mackenzie Balanced ETF Portfolio
- Symmetry Balanced Portfolio Class
- Mackenzie Monthly Income Conservative Portfolio
- Symmetry Fixed Income Portfolio
- Symmetry Moderate Growth Portfolio Class
- Mackenzie Conservative ETF Portfolio
- Symmetry Growth Portfolio
- Mackenzie Moderate Growth ETF Portfolio
- Mackenzie Growth ETF Portfolio
- 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.