Symmetry One Portfolios: Everything you need …all in one investment

The Symmetry One Portfolios is a simple one-stop solution that provides all the benefits of a managed asset program. Easy to understand but using a disciplined approach, Symmetry One helps you meet your financial goals whether you want to manage volatility or maximize growth potential. Asset allocation and rebalancing decisions are made within each portfolio, ensuring that they remain in line with your objectives. Tax-efficient, flexible monthly income options are available for those requiring an income stream.

About Symmetry One Portfolios

• Symmetry One Portfolios offers four diversified portfolios, ranging from a conservative mix of 65% fixed income and 35% equity, to a growth-oriented mix of 20% fixed income and 80% equity. 100% fixed income and equity option are also available.

• Symmetry One Portfolios give investors a pre-set asset allocation.

• With Symmetry One Portfolios rebalancing takes place in the Fund itself. It is transparent to the investor, with the Portfolio Manager making adjustments as needed.

• Investors in the Symmetry One Portfolios will see their holdings reflected in a single line entry on their statement.

Symmetry One Portfolios - Links to Investor Resources

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

• Conservative Portfolio
• Balanced Portfolio
• Moderate Growth Portfolio
• Growth Portfolio
• Registered Balanced Portfolio
• Registered Conservative Portfolio
• Registered Growth Portfolio
• Registered Moderate Growth Portfolio
• Symmetry Equity Class
• Symmetry Fixed Income Class
• Symmetry Registered Fixed Income Pool

Program Features and Forms

• Investor Guide - an overview of the Symmetry One Portfolios program including  the investment and monitoring process and portfolio construction
  
  
• Investor Questionnaire - quick & simple questionnaire to help you determine which Symmetry One portfolio is right for you
  
  
• Portfolio Fact Sheets – describes the target allocations and other details of the four portfolios and the fixed income and equity components
  • Conservative Portfolio
  • Balanced Portfolio
  • Moderate Growth Portfolio
  • Growth Portfolio
  • Symmetry Equity Class
  • Symmetry Fixed Income
    
    
• Investment Policy Statements - After a Symmetry One portfolio is selected, the Symmetry One Portfolio Builder will generate an Investment Policy Statement (IPS) for a client. The IPS outlines the agreement between an advisor and their 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 Class - 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