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Symmetry Conservative Port Cl LM

MFC4430
9.53
+0.01
+0.15%
2017-10-16
5 Years
  • Previous Close

    9.52

  • Net Assets

    90.07M

  • Yield

    0.27%

  • Front load

    None

  • Expenses

    -

  • Category

    Canadian Fixed-Income Balanced

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

Mackenzie Investments

Fund Style

Open

Fund Manager

Andrea Hallett

Investment Style

Large Blend

The Fund seeks income and some long-term growth 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 25%–45% equities and 55%–75% 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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