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Symmetry Moderate Growth Portfolio Class - F (0P0000IME2)

Toronto

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Symmetry Moderate Growth Portfolio Class - F historical data, for real-time data please try another search

16.796 0.000 0.00%

29/07 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 334.4M

Type: Fund

Market: Canada

Issuer: Mackenzie Investments

Asset Class: Other

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0P0000IME2 Overview

On this page you'll find an in-depth profile of Symmetry Moderate Growth Portfolio Class - F. Learn about the key management, total assets, investment strategy and contact information of 0P0000IME2 among other information.

Investment Strategy

The Fund seeks to provide investors with a diversified portfolio designed to provide a balance between long-term capital appreciation and income, with an emphasis on long-term capital appreciation. The Fund seeks to accomplish its objectives by investing primarily in securities of Symmetry Moderate Growth Portfolio (the “Underlying Portfolio”) or in other mutual funds to gain exposure to Canadian and foreign equity and fixed-income securities and other asset categories.

Contact Information

Address 180 Queen Street West
Toronto,ON M5V 3K1
Canada

Phone 416-922-5322

Fax 416-922-5660

Web www.mackenzieinvestments.com

Top Executives

Name	Title	Since	Until
Paul Musson	Senior Vice President	2018	2021
Biography	Paul Musson, Senior Vice President, Investment Management, is Head of the Mackenzie Ivy Team. Paul’s career in the investment industry began in 1992. He has been with Mackenzie Investments since 2000. Prior to joining Mackenzie Investments, Paul worked within the corporate and investment banking arm of a large Canadian bank for four years in the institutional sales area, with a focus on international equities. Paul has a BComm (Finance) from Concordia University. He is also a CFA charterholder.
Matt Moody	Associate Portfolio Manager	2018	2021
Biography	Matt Moody, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Ivy Team. Matt is primarily responsible for researching and selecting European companies. Matt’s career in the investment industry began in 1999. He has been with Mackenzie Investments since 2005. Prior to joining Mackenzie Investments, Matt spent four years at a competitor firm in various investment research and analyst roles. Matt has a BBA from Acadia University and an International MBA from the Schulich School of Business at York University. He is also a CFA charterholder.
Robert McKee	Vice President	2018	2021
Biography	Robert McKee, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Ivy Team. His principal research focus is on U.S. companies. Robert’s career in the investment industry began in 2007. He joined Mackenzie Investments in 2011. Before joining Mackenzie Investments, Robert worked as an Associate Analyst at a Canadian bank and, prior to that, he was with an investment banking firm. At both firms, he covered companies in the merchandising and consumer products area.
Hussein Sunderji	Portfolio Manager	2018	2021
Biography	Hussein Sunderji, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Ivy Team. He is primarily responsible for researching and selecting Far East and Asian companies. Hussein’s career in the investment industry began in 2007. He joined Mackenzie in 2013. Prior to joining Mackenzie, Hussein spent two years as an Investment Analyst at a North American investment management firm, where he conducted fundamental equity research to support the firm’s high-net-worth and retail investment mandates.
Siyan Tan	Portfolio Manager	2015	2018
Alain Bergeron	Senior Vice President	2013	2018
Biography	Alain’s career in the investment industry began in 2000. He has been with Mackenzie Investments since 2013. Before joining Mackenzie Investments, Alain worked in investment management at one of Canada’s largest public pension plans for over 10 years, where he advanced to the role of Vice President and Head of Global Tactical Asset Allocation. He has also been an institutional trader at a major Canadian bank. Alain holds a BBA (Finance and Quantitative Methods) and an MSc (Financial Engineering). He is a CFA charterholder and holds the CMT designation.
Andrea Hallett	Portfolio Manager	2008	2018
Biography	Andrea Hallett, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Asset Allocation Team and is co-manager for Mackenzie Investments' multi-managed funds and strategic asset allocation programs. Andrea’s career in the investment industry began in 1998. She has been with Mackenzie Investments since 2002. Prior to joining Mackenzie Investments, Andrea held several roles with increasing responsibilities within the investment department at a large Canadian mutual fund company.
Karen A. McRae	Senior VP	2008	2013
Biography	Karen McRae, Senior Vice President, Investment Management, is on the Mackenzie Asset Allocation Team. Karen has formal responsibility for portfolio risk oversight and asset allocation decisions for Mackenzie Investments' multi-managed funds and strategic asset allocation programs. Karen has investment experience since 1988; Mackenzie Investments experience since 2002.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Symmetry Moderate.	16.796	0.000	0.00%