Symmetry Equity Portfolio
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 TeamInvestment experience since 2010

Andrea Hallett, CFA
Vice President, Portfolio Manager
Mackenzie Multi-Asset Strategies TeamInvestment experience since 1998
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Diversify your portfolio for a smoother ride pdf 162KB
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Symmetry Portfolio Quarterly Supplement pdf 598KB
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Fund Profile - Symmetry Equity Portfolio Series F pdf 507KB
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Fund Profile - Symmetry Equity Portfolio Series PW pdf 504KB
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Fund Profile - Symmetry Equity Portfolio pdf 506KB
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Multi-Asset Strategies Team investment update pdf 105KB
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Mackenzie Symmetry portfolios - Q4 2022 review pdf 284KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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Financial Statements – Annual – Symmetry Equity Portfolio pdf 1638KB
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MRFP – Annual – Symmetry Equity Portfolio pdf 1783KB
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Quarterly Portfolio Disclosure - 1st Quarter - Symmetry Equity Portfolio pdf 107KB
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Quarterly Portfolio Disclosure - 3rd Quarter – Symmetry Equity Portfolio pdf 107KB
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Financial Statements – Interim – Symmetry Equity Portfolio pdf 1744KB
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MRFP – Interim – Symmetry Equity Portfolio pdf 1469KB
Other Managed Assets
- Mackenzie Monthly Income Balanced Portfolio
- Symmetry Balanced Portfolio
- Symmetry Moderate Growth Portfolio
- Mackenzie Balanced ETF Portfolio
- Mackenzie Monthly Income Conservative Portfolio
- Symmetry Growth Portfolio
- Mackenzie Conservative Income ETF Portfolio
- Symmetry Fixed Income Portfolio
- Symmetry Conservative Income Portfolio
- Mackenzie Monthly Income Growth Portfolio
- Mackenzie Conservative ETF Portfolio
- Mackenzie Growth ETF Portfolio
- Symmetry Conservative Portfolio
- Mackenzie Moderate Growth ETF Portfolio
- See all Managed Assets