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Symmetry Balanced Port Cl LM

MFC4427
10.27
+0.04
+0.39%
2017-10-20
5 Years
  • Previous Close

    10.23

  • Net Assets

    38.42M

  • Yield

    0.01%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Neutral Balanced

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★
Profile

Name of Issuer

Mackenzie Investments

Fund Style

Open

Fund Manager

Andrea Hallett

Investment Style

Large Blend

The Fund seeks long-term growth and income by investing primarily in other mutual funds that invest in Canadian and foreign equities and fixed-income securities and other asset categories, although it may also invest in securities directly. The Fund’s asset mix will generally range between 40%–60% equities and 40%–60% fixed-income securities. The Fund diversifies in terms of geographic exposure, sector exposure, company market capitalization, portfolio manager style, credit quality and duration.

Purchase Information

Initial Purchase 15,000
Initial Purchase: IRA 15,000
Initial Purchase: AIP 50

Inception

2012-01-09

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