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Risk mitigation
Risk management strategies on both equity and fixed income reduce the effects of severe market declines to help your portfolio through volatility.
Your solution for steady cashflow
Mackenzie Monthly Income Portfolios
Income, stability and growth: an option for
every investor
Mackenzie Monthly Income Portfolios
Why Mackenzie Monthly Income Portfolios?
Income-seeking investors, such as retirees, have a common dilemma. They need their investments to provide reliable income, but they also need growth so that their savings don’t run out. Mackenzie Monthly Income Portfolios are designed to provide growth and consistent income, while also protecting investments from market volatility.
Managing three key risks in retirement
As an increasing number of Canadians enter retirement, they need to rethink how their portfolios are constructed. Nelson Arruda explains.
Our selection
Discover our suite of funds to meet your investment goals and preferred risk.
Insights and education
Expertise
Delivering portfolio outcomes
with next generation thinking
Drawing on deep institutional experience, the team builds modern portfolios designed for specific investment objectives, whatever the future may bring.
More managed solutions
* For distributions greater than 4%, the Mackenzie Monthly Income Portfolios are also available in Series T.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
The payment of distributions is not guaranteed and may fluctuate. The payment of distributions should not be confused with a fund’s performance, rate of return or yield. If distributions paid by the fund are greater than the performance of the fund, your original investment will shrink. Distributions paid as a result of capital gains realized by a fund, and income and dividends earned by a fund are taxable in your hands in the year they are paid. Your adjusted cost base will be reduced by the amount of any returns of capital. If your adjusted cost base goes below zero, you will have to pay capital gains tax on the amount below zero.
The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.