Your Guide to Symmetry: Investment Solution for Life

Most investors understand that investing is a long-term process; that higher potential returns come with higher risk; and that diversification and asset allocation are essential. But learning how to manage one’s own investments takes time, and learning through experience can be costly. Too often, investors are swayed by their emotions and end up making classic mistakes.

Today more than ever, investors recognize the value of having a disciplined investment program managed by professionals. That’s why managed asset programs such as Symmetry have been the fastest growing segment of the investment industry over the past few years. When you invest with Symmetry, you get custom portfolio design, professional management, monitoring, rebalancing, and enhanced performance reporting. Assets in Symmetry are managed using the same rigorous techniques employed by institutional investors. This disciplined approach ensures emotions don’t come into play and the investment program stays on track to help meet investor goals.

Key Investment Features

A solution rooted in the two basic portfolio building blocks

• Symmetry’s design means that investors can achieve their ideal mix of investments
• Equity investments offer the potential for capital appreciation and growth
• Fixed income holdings typically provide stability of capital and income

Best-in-class investment management

• Symmetry pools are managed by leading investment firms from Canada and around the world

Powerful tax benefits

• Tax-deferred rebalancing and a tax-efficient fixed income solution for non-registered accounts.

Independent consultant

• Mercer Investment Consulting provides assistance on the asset allocation for Symmetry (Mackenzie makes all final decisions).

Enhanced reporting

• Comprehensive quarterly statements with personalized rates of return.
• Individuals and families with assets over $500,000 have access to consolidated family account statements.

Rebalancing to keep you on track

• Symmetry provides rebalancing to keep your portfolio in line with your original objectives.
• Rebalancing within Symmetry takes place on a tax-deferred basis to provide you with the flexibility to adjust your portfolio as needed.

Tax-deferred monthly income: Series T

• Series T funds are designed for investors looking for tax-efficient monthly cash flow with the potential for capital appreciation Investors can choose between a 6% annualized distribution (Series T6) and an 8% annualized distribution (Series T8).
• Distributions are in the form of return of capital (ROC), which is not immediately taxable, allowing investors to defer taxes.