Symmetry Portfolio Service: A flexible tax-effective solution …freedom to customize

Through our Symmetry Portfolio Service, you have access to eight model portfolios that allow you significant latitude to personalize your portfolio.

A one-stop investment solution, Symmetry Portfolio Service includes custom portfolio design, professional management, monitoring, rebalancing and state-of-the-art performance reporting. Assets are managed using the same rigorous techniques employed by institutional investors. This disciplined approach ensures that investment decisions are founded on reason, not emotion, so the investment program stays on track to meet your goals. If you think you would be well served by a sophisticated, pension-like approach that manages emotions during investor decisions, consider Symmetry Portfolio Service. With a minimum investment of $25,000, you can expect the best.

 

About Symmetry Portfolio Service

Investment Options

• Symmetry Portfolio Service offers eight model portfolios, ranging from a 30/70 mix of equity/fixed income to an all equity portfolio.

Level of Customization

• Symmetry Portfolio Service lets investors adjust risk or implement preferred investment themes (e.g., emerging markets or technology) by adding up to 30% of other Mackenzie funds.

Rebalancing

• Symmetry Portfolio Service rebalances between the Funds in the account as determined by the investor with the help of their advisor. Rebalancing details are set when the account is opened.

Reporting

• Investors in the Symmetry Portfolio Service will see the individual fixed income and equity funds reported separately on their statement along with any additional holdings that make up their portfolio.

Investor Resources: » Fund Profile Pages » Program Forms » General and Regulatory Information

 

Symmetry Portfolio Service - Links to Investor Resources

Fund Profile Pages - details on recent pricing and performance, fund commentary, Mackenzie Express (fund activity details)

• Symmetry Equity Class
  
• Symmetry Fixed Income Class
• Symmetry Registered Fixed Income Fund

 

Program Features and Forms

• Investor Questionnaire (writeable) - a simple questionnaire to help you determine which Symmetry Portfolio Service portfolio is right for you
  
  
• Portfolio Fact Sheets – describes the target allocations and other details of the seven portfolios
  • Conservative Model
  • Conservative Growth Model
  • Balanced Model
  • Balanced Growth Model
  • Moderate Growth Model
  • Growth Model
  • Maximum Growth Model
    
    
• Agreement Form (writeable) - your instructions on the long-term targets of your portfolio
  
  
• Amendment Form (writeable) - use when changing your instructions for the long-term targets of your portfolio
  
  
• Investment Policy Statements - After a Symmetry Portfolio Service model is selected, an advisor will generate an Investment Policy Statement (IPS) for their client. The IPS outlines the agreement between an advisor and the client regarding investment strategy and objective of the chosen portfolio. The IPS is fully customizable to include important information about the advisor and client.

General and Regulatory Information

• A Guide to Symmetry - this brochure outlines program features, portfolio construction and explains diversification and the investment process
  
  
• Symmetry Fixed Income - investor overview
  
  
• Symmetry Investment Managers - a profile with biographical information and investment processes as practised by the various portfolio managers
  
  
• Symmetry Simplified Prospectus - documentation that provides fundamental information about Symmetry
  
  
• Symmetry AIF - the Annual Information Form is a source of additional investor information not included in the prospectus or annual financial statements