1-10 of 176 results in all
Symmetry Equity Portfolio Class
Gain insight and learn about current and historical fund portfolio performance on Symmetry Equity Portfolio Class
December 05, 2017
Web Page
January 01, 1970
Web Page
Mackenzie Growth ETF Portfolio
Gain insight and learn about current and historical fund portfolio performance on Mackenzie Growth ETF Portfolio.
January 19, 2018
Web Page
Mackenzie Balanced ETF Portfolio
Learn about Mackenzie Balanced ETF Portfolio, including current and historical performance, portfolio managers, asset allocation and commentary.
January 17, 2018
Web Page
Mackenzie Conservative ETF Portfolio
Gain insight and learn about current and historical fund portfolio performance on Mackenzie Conservative ETF Portfolio.
January 18, 2018
Web Page
Mackenzie Conservative Income ETF Portfolio
Gain insight and learn about current and historical fund portfolio performance on Mackenzie Conservative Income ETF Portfolio.
January 17, 2018
Web Page
Mackenzie Moderate Growth ETF Portfolio
Gain insight and learn about current and historical fund portfolio performance on Mackenzie Moderate Growth ETF Portfolio.
January 22, 2018
Web Page
Fund Profiles
Mackenzie Express Fund Profiles
April 12, 2019
Web Page
Commentary
Overview of Mackenzie's quarterly and monthly commentaries.
June 27, 2017
Web Page
Mackenzie Multi-Asset Strategies Team
The Mackenzie Multi-Asset Strategies Team seeks to generate optimal returns and mitigate risk for investors through a pension-style approach to portfolio asset ...
January 01, 1970
Web Page
11-20 of 176 results in all
Mackenzie Multi-Asset Strategies Team
The Mackenzie Multi-Asset Strategies Team seeks to generate optimal returns and mitigate risk for investors through a pension-style approach to portfolio asset ...
January 01, 1970
Web Page
January 01, 1970
Web Page
January 01, 1970
Web Page
Monthly Commentary
Monthly commentaries provide insights into recent fund performance and future outlook.
June 16, 2017
Web Page
December 08, 2019
Web Page
January 01, 1970
Web Page
May 28, 2018
Excel (27 KB)
March 06, 2019
Excel (23 KB)
2019 Distribution Tax Factors – Corporate Class Funds
Distribution tax factors for Mackenzie Financial Corporation Corporate Class Funds.
May 21, 2019
Excel (172 KB)
March 06, 2019
Excel (149 KB)
21-30 of 176 results in all
June 01, 2020
Excel (23 KB)
Currency Exposure Report
See the currency exposures of a particular Mackenzie mutual fund, including whether the fund is hedging any portion of these currency exposures. You must enable...
July 12, 2019
Excel (666 KB)
June 01, 2020
Excel (27 KB)
November 25, 2019
PowerPoint (11.76 MB)
Advisor presentation - Mackenzie US TIPS index ETF (CAD Hedged) (QTIP)
Advisor presentation - Mackenzie US TIPS index ETF (CAD Hedged)(QTIP)
November 07, 2019
PowerPoint (3.08 MB)
Financial Statements – Annual – Symmetry Equity Portfolio Class
Mackenzie Investments' audited financial statements include details of mutual fund portfolios, performance and other financial information.
June 28, 2019
PDF (298 KB)
Financial Statements – Semi-annual – Symmetry Equity Portfolio Class
Mackenzie Investments' financial statements include details of mutual fund portfolios, performance and other financial information.
November 26, 2018
PDF (241 KB)
Investment Policy Statement – Symmetry Equity Portfolio Class
Summarizes overall investment strategy and provides a long-term foundation for making investment decisions based on unique profile and needs.
August 21, 2014
PDF (745 KB)
MRFP – Annual – Symmetry Equity Portfolio Class
A Management Report of Fund Performance (MRFP) provides management's view of factors impacting a mutual fund's past performance and future outlook.
June 28, 2019
PDF (959 KB)
MRFP – Semi-annual – Symmetry Equity Portfolio Class
A Management Report of Fund Performance (MRFP) provides management's view of factors impacting a mutual fund's past performance and future outlook.
November 26, 2018
PDF (1.19 MB)
31-40 of 176 results in all
Fund Profile – Symmetry Equity Portfolio Class – Series F
Mackenzie Investments' Fund Profile offers a month-end view of a mutual fund's top holdings, asset allocation, risk tolerance and other key data.
July 19, 2019
PDF (180 KB)
Quarterly Portfolio Disclosure – 1st Quarter – Symmetry Equity Portfolio Class
A Quarterly Portfolio Disclosure (QPD) lists top 25 holdings, asset mix and total assets for Mackenzie Investments mutual funds.
August 22, 2018
PDF (90 KB)
Fund Profile – Symmetry Equity Portfolio Class
Mackenzie Investments' Fund Profile offers a month-end view of a mutual fund's top holdings, asset allocation, risk tolerance and other key data.
July 19, 2019
PDF (180 KB)
Quarterly Portfolio Disclosure – 3rd Quarter – Symmetry Equity Portfolio Class
A Quarterly Portfolio Disclosure (QPD) lists top 25 holdings, asset mix and total assets for Mackenzie Investments mutual funds.
February 27, 2019
PDF (90 KB)
Symmetry Quarterly Review Equity Portfolio - symmetry-quarterly-review-se-en.pdf
Monthly mutual fund commentaries provide insight into a fund's recent performance and future outlook.
May 12, 2020
PDF (244 KB)
July 26, 2019
PDF (725 KB)
March 25, 2020
PDF (143 KB)
Advisor Feature Page – Symmetry Portfolios
A Feature Page outlines investing benefits, investing process and management team bios for Mackenzie Investments mutual funds.
April 09, 2019
PDF (352 KB)
MRFP – Annual – Symmetry Conservative Income Portfolio Class
A Management Report of Fund Performance (MRFP) provides management's view of factors impacting a mutual fund's past performance and future outlook.
June 28, 2019
PDF (892 KB)
MRFP – Annual – Symmetry Conservative Portfolio Class
A Management Report of Fund Performance (MRFP) provides management's view of factors impacting a mutual fund's past performance and future outlook.
June 28, 2019
PDF (928 KB)
41-50 of 176 results in all
April 11, 2019
PDF (1.27 MB)
June 24, 2019
PDF (7.7 MB)
June 01, 2020
PDF (2.09 MB)
Financial Statements – Semi-annual – Symmetry Moderate Growth Portfolio Class
Mackenzie Investments' financial statements include details of mutual fund portfolios, performance and other financial information.
November 26, 2018
PDF (194 KB)
Financial Statements – Annual – Symmetry Conservative Income Portfolio Class
Mackenzie Investments' audited financial statements include details of mutual fund portfolios, performance and other financial information.
June 28, 2019
PDF (271 KB)
Financial Statements – Annual – Symmetry Conservative Portfolio Class
Mackenzie Investments' audited financial statements include details of mutual fund portfolios, performance and other financial information.
June 28, 2019
PDF (270 KB)
Financial Statements – Semi-annual – Symmetry Growth Portfolio Class
Mackenzie Investments' financial statements include details of mutual fund portfolios, performance and other financial information.
November 26, 2018
PDF (209 KB)
Financial Statements – Annual – Symmetry Moderate Growth Portfolio Class
Mackenzie Investments' audited financial statements include details of mutual fund portfolios, performance and other financial information.
June 28, 2019
PDF (274 KB)
Financial Statements – Annual – Symmetry Growth Portfolio Class
Mackenzie Investments' audited financial statements include details of mutual fund portfolios, performance and other financial information.
June 28, 2019
PDF (301 KB)
Financial Statements – Semi-annual – Symmetry Balanced Portfolio Class
Mackenzie Investments' financial statements include details of mutual fund portfolios, performance and other financial information.
November 26, 2018
PDF (468 KB)
51-60 of 176 results in all
Financial Statements – Semi-annual – Symmetry Conservative Portfolio Class
Mackenzie Investments' financial statements include details of mutual fund portfolios, performance and other financial information.
November 26, 2018
PDF (211 KB)
Financial Statements – Annual – Symmetry Balanced Portfolio Class
Mackenzie Investments' audited financial statements include details of mutual fund portfolios, performance and other financial information.
June 28, 2019
PDF (306 KB)
Financial Statements – Semi-annual – Symmetry Conservative Income Portfolio Class
Mackenzie Investments' financial statements include details of mutual fund portfolios, performance and other financial information.
November 26, 2018
PDF (212 KB)
Investment Policy Statement – Symmetry Balanced Portfolio Class
Summarizes overall investment strategy and provides a long-term foundation for making investment decisions based on unique profile and needs.
August 21, 2014
PDF (744 KB)
Investment Policy Statement – Symmetry Growth Portfolio Class
Summarizes overall investment strategy and provides a long-term foundation for making investment decisions based on unique profile and needs.
August 21, 2014
PDF (746 KB)
Investment Policy Statement – Symmetry Fixed Income Portfolio Class
Summarizes overall investment strategy and provides a long-term foundation for making investment decisions based on unique profile and needs.
August 21, 2014
PDF (744 KB)
Investment Policy Statement – Symmetry Moderate Growth Portfolio Class
Summarizes overall investment strategy and provides a long-term foundation for making investment decisions based on unique profile and needs.
August 21, 2014
PDF (746 KB)
Investment Policy Statement – Symmetry Conservative Income Portfolio Class
Summarizes overall investment strategy and provides a long-term foundation for making investment decisions based on unique profile and needs.
August 21, 2014
PDF (745 KB)
Investment Policy Statement – Symmetry Conservative Portfolio Class
Summarizes overall investment strategy and provides a long-term foundation for making investment decisions based on unique profile and needs.
August 21, 2014
PDF (746 KB)
Investor Symmetry Presentation
A new client-friendly presentation that makes a case for managed solutions and showcases the key benefits of Symmetry Portfolios. The presentation also contains...
January 27, 2020
PDF (1.26 MB)
61-70 of 176 results in all
Symmetry Investor Questionnaire
Use the Symmetry Questionnaire to help determine the best portfolio solution for your clients and provide them with the chosen portfolio solution IPS.
February 21, 2018
PDF (175 KB)
March 06, 2019
PDF (1.06 MB)
March 08, 2019
PDF (1.06 MB)
Monthly Commentary – Symmetry
Monthly mutual fund commentaries provide insight into a fund's recent performance and future outlook.
May 21, 2020
PDF (228 KB)
Symmetry Quarterly Review Conservative Portfolio
Monthly mutual fund commentaries provide insight into a fund's recent performance and future outlook.
May 12, 2020
PDF (246 KB)
Symmetry Quarterly Review Balanced Portfolio - symmetry-quarterly-review-sb-en.pdf
Monthly mutual fund commentaries provide insight into a fund's recent performance and future outlook.
May 12, 2020
PDF (246 KB)
Symmetry Quarterly Review Growth Portfolio - symmetry-quarterly-review-sg-en.pdf
Monthly mutual fund commentaries provide insight into a fund's recent performance and future outlook.
May 12, 2020
PDF (246 KB)
February 19, 2020
PDF (596 KB)
February 19, 2020
PDF (596 KB)
Symmetry Quarterly Review Moderate Growth Portfolio - symmetry-quarterly-review-smg-en.pdf
Monthly mutual fund commentaries provide insight into a fund's recent performance and future outlook.
May 12, 2020
PDF (246 KB)
71-80 of 176 results in all
Symmetry Quarterly Review Conservative Income Portfolio
Monthly mutual fund commentaries provide insight into a fund's recent performance and future outlook.
May 12, 2020
PDF (247 KB)
MRFP – Annual – Symmetry Moderate Growth Portfolio Class
A Management Report of Fund Performance (MRFP) provides management's view of factors impacting a mutual fund's past performance and future outlook.
June 28, 2019
PDF (879 KB)
Fund Profile – Symmetry Conservative Portfolio Class
Mackenzie Investments' Fund Profile offers a month-end view of a mutual fund's top holdings, asset allocation, risk tolerance and other key data.
July 19, 2019
PDF (181 KB)
Fund Profile – Symmetry Balanced Portfolio Class
Mackenzie Investments' Fund Profile offers a month-end view of a mutual fund's top holdings, asset allocation, risk tolerance and other key data.
July 19, 2019
PDF (181 KB)
MRFP – Semi-annual – Symmetry Growth Portfolio Class
A Management Report of Fund Performance (MRFP) provides management's view of factors impacting a mutual fund's past performance and future outlook.
November 26, 2018
PDF (893 KB)
Fund Profile – Symmetry Conservative Portfolio Class – Series F
Mackenzie Investments' Fund Profile offers a month-end view of a mutual fund's top holdings, asset allocation, risk tolerance and other key data.
July 19, 2019
PDF (180 KB)
Fund Profile – Symmetry Growth Portfolio Class – Series F
Mackenzie Investments' Fund Profile offers a month-end view of a mutual fund's top holdings, asset allocation, risk tolerance and other key data.
July 19, 2019
PDF (180 KB)
MRFP – Semi-annual – Symmetry Conservative Income Portfolio Class
A Management Report of Fund Performance (MRFP) provides management's view of factors impacting a mutual fund's past performance and future outlook.
November 26, 2018
PDF (926 KB)
MRFP – Annual – Symmetry Balanced Portfolio Class
A Management Report of Fund Performance (MRFP) provides management's view of factors impacting a mutual fund's past performance and future outlook.
June 28, 2019
PDF (1.03 MB)
Fund Profile – Symmetry Moderate Growth Portfolio Class – Series F
Mackenzie Investments' Fund Profile offers a month-end view of a mutual fund's top holdings, asset allocation, risk tolerance and other key data.
July 19, 2019
PDF (180 KB)
81-90 of 176 results in all
MRFP – Semi-annual – Symmetry Balanced Portfolio Class
A Management Report of Fund Performance (MRFP) provides management's view of factors impacting a mutual fund's past performance and future outlook.
November 26, 2018
PDF (1.46 MB)
Fund Profile – Symmetry Balanced Portfolio Class – Series F
Mackenzie Investments' Fund Profile offers a month-end view of a mutual fund's top holdings, asset allocation, risk tolerance and other key data.
July 19, 2019
PDF (181 KB)
Fund Profile – Symmetry Conservative Income Portfolio Class – Series F
Mackenzie Investments' Fund Profile offers a month-end view of a mutual fund's top holdings, asset allocation, risk tolerance and other key data.
July 19, 2019
PDF (180 KB)
Fund Profile – Symmetry Conservative Income Portfolio Class
Mackenzie Investments' Fund Profile offers a month-end view of a mutual fund's top holdings, asset allocation, risk tolerance and other key data.
July 19, 2019
PDF (180 KB)
MRFP – Semi-annual – Symmetry Conservative Portfolio Class
A Management Report of Fund Performance (MRFP) provides management's view of factors impacting a mutual fund's past performance and future outlook.
November 26, 2018
PDF (917 KB)
Fund Profile – Symmetry Growth Portfolio Class
Mackenzie Investments' Fund Profile offers a month-end view of a mutual fund's top holdings, asset allocation, risk tolerance and other key data.
July 19, 2019
PDF (181 KB)
MRFP – Annual – Symmetry Growth Portfolio Class
A Management Report of Fund Performance (MRFP) provides management's view of factors impacting a mutual fund's past performance and future outlook.
June 28, 2019
PDF (940 KB)
Fund Profile – Symmetry Moderate Growth Portfolio Class
Mackenzie Investments' Fund Profile offers a month-end view of a mutual fund's top holdings, asset allocation, risk tolerance and other key data.
July 19, 2019
PDF (181 KB)
91-100 of 176 results in all
Symmetry Quarterly Attribution Conservative Income Portfolio
Symmetry Quarterly Attribution Conservative Income Portfolio
May 12, 2020
PDF (92 KB)
Investor Symmetry Presentation
A new client-friendly presentation that makes a case for managed solutions and showcases the key benefits of Symmetry Portfolios. The presentation also contains...
April 09, 2019
PDF (14.29 MB)
Symmetry Investor Questionnaire
Use the Symmetry Questionnaire to help determine the best portfolio solution for your clients and provide them with the chosen portfolio solution IPS.
February 21, 2018
PDF (143 KB)
Symmetry Quarterly Review Fixed Income Portfolio - symmetry-quarterly-review-sfi-en.pdf
Monthly mutual fund commentaries provide insight into a fund's recent performance and future outlook.
May 12, 2020
PDF (243 KB)
Quarterly Portfolio Disclosure – 3rd Quarter – Symmetry Balanced Portfolio Class
A Quarterly Portfolio Disclosure (QPD) lists top 25 holdings, asset mix and total assets for Mackenzie Investments mutual funds.
February 27, 2019
PDF (124 KB)
Quarterly Portfolio Disclosure – 1st Quarter – Symmetry Conservative Income Portfolio Class
A Quarterly Portfolio Disclosure (QPD) lists top 25 holdings, asset mix and total assets for Mackenzie Investments mutual funds.
August 22, 2018
PDF (92 KB)
Quarterly Portfolio Disclosure – 3rd Quarter – Symmetry Moderate Growth Portfolio Class
A Quarterly Portfolio Disclosure (QPD) lists top 25 holdings, asset mix and total assets for Mackenzie Investments mutual funds.
February 27, 2019
PDF (123 KB)
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