ScotiaFunds®

Scotia Diversified Balanced Fund

Right for you if:

  • You want modest income and some growth potential through allocation to equity and fixed income securities primarily in Canada and with some exposures to securities from other countries

  • You are investing for the long term and can accept medium risk

  • Investment Objectives

    The Fund aims to obtain capital growth over the long term, while providing modest income. The Fund invests primarily in a broad range of Canadian equity and fixed income securities. It may also invest in equity and fixed income securities from around the world.

    Performance (Series A)

    Rates of return (Series A)

    Distributions (Series A)

    Investment Documents

    Date established 1989-05-01T00:00:00.000-04:00
    Series Availability Series A, Series D, Series F
    Fund Category* Tactical Balanced
    Benchmark Index

    25% S&P/TSX Composite Index;
    35% FTSE Canada Universe Bond Index;
    40% MSCI ACWI (C$)

    Distribution Frequency Quarterly
    Portfolio Advisor Connor, Clark and Lunn Investment Management
    Eligible for Registered Plans? Yes
    Management Expense Ratio For details on the fund's fees, please refer to either the Fund Profile or the Fund Fact Sheet.
    Minimum Initial Investment in Series A
    500
    Minimum Subsequent Investment 25
    Fund Code BNS371

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