Investment Documents
Fund Facts
The Fund Facts document highlights key information for investors and is provided for each series of each fund we offer. Information includes the top 10 investment holdings and mix, average and annual performance data, risk rating, investor suitability factors, and the costs of buying, holding, selling or switching fund units.
Important information about each fund and your rights as an investor.
ScotiaFunds Simplified Prospectus – ScotiaFunds, Scotia Wealth Pools & Portfolios
May 31, 2024 | pdf : 6
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ScotiaFunds Simplified Prospectus – ScotiaFunds, Scotia Wealth Pools & Portfolios – Amendment # 1
June 21, 2024 | pdf : 445
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ScotiaFunds Simplified Prospectus – ScotiaFunds, Scotia Wealth Pools & Portfolios – Amendment # 2
December 6, 2024 | pdf : 176
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ScotiaFunds Simplified Prospectus – ScotiaFunds, Scotia Wealth Pools & Portfolios – Amendment # 3
May 2, 2025 | pdf : 182
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ScotiaFunds Simplified Prospectus – Alternative Mutual Funds
March 28, 2024 | pdf : 961
KB
Scotia simplified prospectus - Alternative Mutual Funds - 1832 AM Tactical Asset Allocation PLUS Pool (Series I units)
February 7, 2025 | pdf : 581
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ScotiaFunds Simplified Prospectus – LP Funds
January 19, 2024 | pdf : 927
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Detailed statements of the financial operations of each fund, including the Auditor's Report.
ScotiaFunds, Scotia Wealth Pools and Pinnacle Portfolios Annual Report
Interim Report | pdf : 11
MB
ScotiaFunds, Scotia Wealth Pools and Pinnacle Portfolios Interim Report
Interim Report | pdf : 10
MB
Scotia LP Funds Annual Report
Interim Report | pdf : 2
MB
Scotia LP Funds Interim Report
Interim Report | pdf : 2
MB
Annual and Interim Management Reports of Fund Performance (MRFPs)
Detailed overviews of each fund, including management discussion, financial highlights, and performance data.
Summaries of Investment Portfolio
Listings of up to 25 of each fund's top holdings, as well as a breakdown of each fund's portfolio by subgroups.
Available on a semi-annual basis (first quarter and third quarter).
IRC REPORT TO UNITHOLDERS
December 31, 2024 | pdf : 795
KB
Proxy Voting Disclosure
Search for proxy voting activity for companies held by ScotiaFunds.