Symmetry Conservative Portfolio
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
Key Facts
Portfolio Managers
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
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
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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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Fund Profile – Symmetry Conservative Portfolio
pdf
176KB
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Fund Profile – Symmetry Conservative Portfolio – Series F
pdf
176KB
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Symmetry Portfolio Quarterly Supplement
pdf
799KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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Quarterly Portfolio Disclosure – 3rd Quarter – Symmetry Conservative Portfolio
pdf
119KB
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MRFP – Annual – Symmetry Conservative Portfolio
pdf
3463KB
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Financial Statements – Annual – Symmetry Conservative Portfolio
pdf
2025KB
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Quarterly Portfolio Disclosure – 1st Quarter – Symmetry Conservative Portfolio
pdf
88KB
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Financial Statements – Semi-annual – Symmetry Conservative Portfolio
pdf
675KB
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MRFP – Semi-annual – Symmetry Conservative Portfolio
pdf
6820KB
Other Managed Assets
- Symmetry Balanced Portfolio
- Symmetry Conservative Portfolio Class
- Mackenzie Conservative Income ETF Portfolio
- Symmetry Conservative Income Portfolio Class
- Mackenzie Monthly Income Balanced Portfolio
- Symmetry Conservative Income 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.