Mac Symmetry Balanced Portfolio Class LM

Growth of $10,000

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Fund Returns updated daily. Category and Index returns updated monthly.
Investment Objective and Strategy
The Fund seeks to provide investors with a diversified portfolio designed to provide a balance of income and long-term capital appreciation. The Fund seeks to accomplish its objectives by investing primarily in securities of other mutual funds to gain exposure to Canadian and foreign equity and fixed income securities and other asset categories. The Fund may also invest directly in Canadian and foreign equity and fixed income securities and other asset categories where the Fund considers it would be beneficial to shareholders to do so. Any change to the investment objectives must be approved by a majority of votes cast at a meeting of shareholders held for that reason.

Morningstar’s Take

Contact Information

Address 180 Queen Street West
Toronto, ON M5V 3K1
Canada
Telephone 800-387-0614
416-922-5322
Website www.mackenziefinancial.com

Minimum Investments

  CAD
Initial 15,000
Additional 100
Closed to All Investors No
Closed to New Investors 08/04/2013 Yes

Sale

Country Registered For Sale
Canada
Country Available For Sale
Canada

Advisor Information

Fund Inception 09/01/2012
Name of Issuer Mackenzie Financial Corporation
Fund Advisor(s) Mackenzie Financial Corporation
Subadvisor(s)

Management

  Start Date
Andrea Hallett 24/11/2008
Karen A. McRae 24/11/2008