| Diversification – Symmetry pools,
managed by proven investment (Mackenzie and non-Mackenzie) managers cover
major asset classes, geographical regions and investment styles. The strategic
asset mix can be enhanced with style tilts or active strategies to design
a portfolio to meet any investor’s needs.
Powerful tax benefits – Advantages include tax
deferred rebalancing, lower anticipated equity distributions and tax
enhanced fixed income returns. All Symmetry pools are 100% RRSP eligible.
Automatic or manual rebalancing – Monthly, quarterly,
semi-annual or annual monitoring periods with a choice of rebalancing
trigger points between 2 and 5%.
Comprehensive reporting – An comprehensive quarterly
report includes fund returns on an absolute return basis and compared
to appropriate benchmarks.
Independent consulting input – Consulting assistance
on asset mix and manager selection provided by Mercer Investment Consulting
(Mercer IC), one of Canada’s leading independent asset consultants,
though final decisions are made by Mackenzie. Mercer IC also provides
comprehensive quarterly analytics on the Symmetry pools. |
