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Symétrie Portefeuille actions C (0P0001N8T4.TO)

Toronto - Toronto Delayed Price. Currency in CAD
14.29+0.04 (+0.29%)
At close: 04:00PM EDT

Symétrie Portefeuille actions C

180 Queen Street West

Management Information
,Lead Manager since December 7, 2006
Nelson has experience in investment research and portfolio management of multi-asset strategies. Prior to joining Mackenzie in 2017, Nelson spent seven years at the Canada Pension Plan Investment Board where he performed various roles, including head portfolio manager of the active commodities portfolio, covering energy, agriculture and metals. Nelson has Bachelor of Science and Master of Science degrees in computer science from the University of Toronto and also graduated from the Rotman School of Business with a Master of Finance. He is a CFA charterholder.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

Fund FamilyMackenzie Investments
Net Assets181.87M
YTD Return5.43%
Morningstar Rating★★
Inception DateJan 28, 2008

Fund Operations

Last Dividend1.70
Last Cap GainN/A
Holdings Turnover27.51%
Average for CategoryN/A

Fees & Expenses

Expense0P0001N8T4.TOCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A