Symmetry Moderate Growth Portfolio | Mackenzie Investments

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, 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

Sustainability Characteristics

Codes & Fees

Historical Data

Resources

Fund Materials

Symmetry Investor Questionnaire pdf 408KB
Diversify your portfolio for a smoother ride pdf 162KB
Symmetry Portfolio Quarterly Supplement pdf 594KB
Fund Profile - Symmetry Moderate Growth Portfolio pdf 511KB
Fund Profile - Symmetry Moderate Growth Portfolio Series F pdf 511KB
Multi-Asset Strategies Team investment update pdf 105KB
At a Glance - Symmetry Portfolios pdf 91KB
Mackenzie Symmetry portfolios - Q4 2022 review pdf 284KB

Regulatory Documents

Other Managed Assets