Symmetry Equity Portfolio | Mackenzie Investments

Why invest in this fund?

Growth-focused portfolio that seeks some capital protection
Diversified across a broad range of growth opportunities
Seeks to achieve growth without excessive risk

Key Facts

Portfolio Managers

Nelson Arruda, MFin., MSc., CFA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Multi-Asset Strategies Team

Investment experience since 2010

Andrea Hallett, CFA

Vice President, Portfolio Manager

Mackenzie Multi-Asset Strategies Team

Investment experience since 1998

Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Diversify your portfolio for a smoother ride pdf 162KB
Symmetry Portfolio Quarterly Supplement pdf 598KB
Fund Profile - Symmetry Equity Portfolio Series F pdf 507KB
Fund Profile - Symmetry Equity Portfolio Series PW pdf 504KB
Fund Profile - Symmetry Equity Portfolio pdf 506KB
Multi-Asset Strategies Team investment update pdf 105KB
Mackenzie Symmetry portfolios - Q4 2022 review pdf 284KB

Regulatory Documents

Fund Facts
Prospectus & Annual Information Form
Financial Statements – Annual – Symmetry Equity Portfolio pdf 1638KB
MRFP – Annual – Symmetry Equity Portfolio pdf 1783KB
Quarterly Portfolio Disclosure - 1st Quarter - Symmetry Equity Portfolio pdf 107KB
Quarterly Portfolio Disclosure - 3rd Quarter – Symmetry Equity Portfolio pdf 107KB
Financial Statements – Interim – Symmetry Equity Portfolio pdf 1744KB
MRFP – Interim – Symmetry Equity Portfolio pdf 1469KB

Other Managed Assets