Bringing balance to risk and return

Bringing balance to risk and return

Symmetry Portfolios

Why Symmetry Portfolios?

Symmetry Portfolios draw upon Mackenzie’s extensive product shelf and benefit from sophisticated, institutional-quality management. Our well-diversified, one-ticket solutions allow investors to focus on the bigger picture and leave the investment management duties to professional asset allocators.

Diversification

With a goal of maximizing returns while smoothing out volatility, the portfolios strive for optimal diversification across asset classes, geography, sectors and currency exposures.

Sophisticated design

The portfolios combine expert asset allocation with sophisticated design, resulting in a suite of flexible solutions that are fully integrated and meticulously risk managed.

Institutional approach

The portfolios benefit from trusted, institutional-quality management and are continuously monitored to help ensure the integrity of distinct risk tolerance and investment objectives.

An option for every investor

Our Symmetry Portfolios are designed to meet your investment goals and risk tolerance.

Insights and education

Insight

At a glance

Find the details of each Symmetry Portfolio, including geographic allocation, portfolio characteristics and performance.

Insight

Quarterly fund review

A detailed look at how the Symmetry Portfolios performed in the previous quarter, including commentary from the portfolio managers.

Insight

Investor questionnaire

Our risk tolerance questionnaire helps you determine which Symmetry Portfolio is right for your client.

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

Mackenzie ETF Portfolios

Diversified investment exposure, managed with an institutional quality approach to asset allocation and risk. Mackenzie ETF Portfolios offer the low cost of ETFs and the ease of mutual funds in a single solution.

Mackenzie Monthly Income Portfolios

As investors approach retirement, they still need growth, as well as predictable long-term income. Mackenzie Monthly Income Portfolios can smooth the way for investors seeking stable income.

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 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.