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Symmetry Conservative Inc Port Cl E

MFC3988
11.77
+0.03
+0.21%
2017-10-20
5 Years
  • Previous Close

    11.74

  • Net Assets

    136.07K

  • Yield

    0.39%

  • Front load

    None

  • Expenses

    -

  • Category

    Canadian Fixed-Income 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 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 10%–30% equities and 70%–90% 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 250,000
Initial Purchase: IRA 250,000
Initial Purchase: AIP 50

Inception

2012-09-21

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