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Monthly highlights of major events which drive financial markets, along with perspectives on what they mean and why they matter.
Scotia Selected® Portfolios
What is a Scotia Selected Portfolio?
It’s an all-in-one investment portfolio featuring continuous active management, thoughtfully designed to help you achieve your financial goals. With the potential to outperform traditional index strategies, this solution aims to grow your money and manage risk through a carefully diversified mix of actively managed mutual funds from ScotiaFunds® and Dynamic Funds®.
We build and manage your portfolio by combining mutual funds from ScotiaFunds and Dynamic Funds.
You choose your goal and your comfort with risk.
A single investment solution that’s actively built and expertly managed, with your portfolio continuously monitored and refined to seize new opportunities and respond to changing market conditions.
What makes Scotia Selected Portfolios different from other investments?
If you’re new to investing or just want to free yourself from day-to-day investment decision making, Scotia Selected Portfolios are designed for you.
Saves you time
We've got you covered—a fully diversified, all-in-one portfolio that leverages the extensive resources of Scotia Global Asset Management.
Professional active management
Because there’s opportunity beyond the index, these portfolios offer a fully active approach, combining mutual funds from ScotiaFunds and Dynamic Funds—known for Legitimately Active Management®.
Adapts over time
Markets move and so should your portfolio. We actively monitor and adjust it to rebalance, manage volatility and capture new investment opportunities, so you can stay focused on what matters most to you.
Invest with ease
Start with as little as $5001.
Save automatically with pre-authorized contributions for as little as $25 per month.
Options available for predictable monthly income.
Choose the right mix for you
Choose from five professionally managed Scotia Selected Portfolios, each purposefully diversified with actively managed ScotiaFunds and Dynamic Funds to help grow your savings and manage risk.
To find your match, connect with a Scotiabank Advisor or get started with Scotia Smart Investor via Advice+
Scotia Selected Portfolios
Investing made simple | pdf : 412
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How to get started
Create your plan to put your money to work towards your personal financial goals.
Step 1:
Tell us what you’re investing for
Whether it’s a home, retirement, or a big trip, we’ll work with you to choose the right mix.
Step 2:
Answer a few quick questions
We’ll help you understand your comfort with risk and your time horizon.
Step 3:
Get matched with a portfolio
We recommend the best-fit option from our four professionally managed portfolios.
Step 4:
Open your account online
And watch your money grow.
Contact us
Create your plan to put your money to work towards your personal financial goals.
Scotia Smart Investor
Are you a Scotiabank customer with access to online banking?
Online appointment booking
A quick, easy, and secure way to connect with a Scotiabank advisor matched to your needs.
Have a question?
We’re ready to give you advice.
Additional resources
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In this article we provide you with some tips on how to manage – and potentially benefit from – market volatility.
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A neutral view on equities is currently warranted as the market fluctuates around tariff-related news rather than economic fundamentals.
About Scotia Global Asset Management
At Scotia Global Asset Management®, we're proud of our history and the trust we've built to become one of Canada's largest asset managers, responsible for more than $350 billion in investments on behalf of our clients2.
1 The minimum initial investment to Scotia Selected Portfolios will be waived when a pre-authorized contribution (PAC) into the fund/series of $25 or more is established.
2 All numbers reported as at October 31, 2024. Assets Under Management (AUM) represents assets managed by Scotiabank (through its Global Wealth management division) on a discretionary basis and in respect of which the Bank earns investment management fees. AUM are beneficially owned by clients and are therefore not reported on the Bank’s Consolidated Statement of Financial Position. AUM in $CAD.
Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Please read the fund’s simplified prospectus before investing. Mutual funds are not guaranteed or insured by the Canada Deposit Insurance Corporation or any other government deposit insurer, their values change frequently, and past performance may not be repeated.
ScotiaFunds® are managed by 1832 Asset Management L.P., a limited partnership the general partner of which is wholly owned by The Bank of Nova Scotia. ScotiaFunds are available through Scotia Securities Inc. and from other dealers and advisors, including ScotiaMcLeod® and Scotia iTRADE® which are divisions of Scotia Capital Inc. Scotia Securities Inc. and Scotia Capital Inc. are wholly owned by The Bank of Nova Scotia. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
Scotia Global Asset Management® is a business name used by 1832 Asset Management L.P. a limited partnership, the general partner of which is wholly owned by Scotiabank.