Investing 101

Symmetry One Portfolios

An investment solution that will let you sleep at night

It’s extremely difficult to manage investments on your own. That’s why today more than ever investors recognize the value of having a disciplined investment program managed by professionals. And it’s also why managed asset solutions such as Symmetry One Portfolios have been the fastest growing segment of the investment industry over the past few years.

Mackenzie is not new to this investment category. In 1995 it designed and launched the first strategic asset allocation program in Canada and it has been improving on them ever since – culminating in the creation of the Symmetry One Portfolio Funds.

Your financial advisor can help select the Symmetry One Portfolio that best suits your investment needs. Mackenzie takes over from there, and rebalances your portfolio as time goes by to keep it in line with your investment objectives.

In effect, we manage your Symmetry portfolio using the same rigorous techniques that are employed by institutional investors. This disciplined approach ensures emotions don’t come into play and the investment program stays on track to help meet your goals.

With Symmetry One Portfolios, investors also benefit from the expertise of Mackenzie and several other award-winning Canadian and U.S. portfolio managers. This multi-manager approach allows Mackenzie to diversify your holdings within the Symmetry One Funds more broadly, with asset classes and investment styles from many regions of the world.

Symmetry One Portfolios offer:

Strategic asset allocation – pension-style investing designed to balance volatility and deliver superior risk-adjusted return.
Enhanced diversification by asset class, region, and management style.
Powerful tax benefits: tax-deferred rebalancing and a tax-efficient fixed income solution for non-registered accounts
Enhanced reporting: investors receive comprehensive quarterly reports and quarterly managed account statements, including personalized rates of return.

For more information on Symmetry, please click here

Mutual funds sponsored by Mackenzie Financial Corporation are only qualified for sale in the provinces and territories of Canada.

Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus carefully before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.