Asset Class Managed Assets

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, CFA

Vice President, Portfolio Manager

Mackenzie Multi-Asset Strategies Team

Investment experience since 2009

Andrea Hallett, CFA

Vice President, Portfolio Manager

Mackenzie Multi-Asset Strategies Team

Investment experience since 1998

Commentary

Commentary

Quarterly Commentaries

Read the latest Mackenzie Team commentaries to learn about their analysis of key market risks and opportunities. For select funds, quarterly reviews of performance and market conditions are also available.
Commentary

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.

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, 2019

Symmetry Quarterly Review

Quarterly update on Symmetry Portfolios.

February 12, 2019

Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Regulatory Documents