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Symmetry Conservative Port F8

MFC4549
12.48
-0.01
-0.11%
2018-04-25
5 Years
  • Previous Close

    12.50

  • Net Assets

    262.70K

  • Yield

    1.66%

  • 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 10,000
Initial Purchase: IRA 10,000
Initial Purchase: AIP 50

Inception

2014-12-16

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