Symmetry Moderate Growth Portfolio
Why invest in this fund?
- Broadly diversified portfolio holding stocks and bonds
- Growth-focused, balanced approach
- Seeks to achieve growth without excessive risk
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
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Symmetry Investor Questionnaire
pdf
139KB
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Symmetry Portfolios - Deep pension-style expertise
pdf
4012KB
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Symmetry Portfolio Quarterly Supplement
pdf
608KB
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Fund Profile – Symmetry Moderate Growth Portfolio – Series F
pdf
489KB
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Fund Profile – Symmetry Moderate Growth Portfolio
pdf
489KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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Quarterly Portfolio Disclosure – 3rd Quarter – Symmetry Moderate Growth Portfolio
pdf
91KB
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Quarterly Portfolio Disclosure – 1st Quarter – Symmetry Moderate Growth Portfolio
pdf
89KB
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MRFP – Semi-annual – Symmetry Moderate Growth Portfolio
pdf
3942KB
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MRFP – Annual – Symmetry Moderate Growth Portfolio
pdf
3593KB
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Financial Statements – Annual – Symmetry Moderate Growth Portfolio
pdf
638KB
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Financial Statements – Semi-annual – Symmetry Moderate Growth Portfolio
pdf
2015KB
Other Managed Assets
- Mackenzie Monthly Income Balanced Portfolio
- Symmetry Balanced Portfolio
- Symmetry Conservative Portfolio Class
- Mackenzie Balanced ETF Portfolio
- Symmetry Balanced Portfolio Class
- Mackenzie Monthly Income Conservative Portfolio
- Symmetry Growth Portfolio
- Mackenzie Conservative Income ETF Portfolio
- Symmetry Fixed Income Portfolio
- Symmetry Moderate Growth Portfolio Class
- Symmetry Conservative Income Portfolio
- Mackenzie Conservative ETF Portfolio
- Mackenzie Growth ETF Portfolio
- Symmetry Conservative Portfolio
- Symmetry Conservative Income Portfolio Class
- Mackenzie Moderate Growth ETF Portfolio
- See all Managed Assets