Scotia Balanced Opportunities Fund

Right for you if:

  • You want growth through allocation among the three major asset classes

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

  • Investment Objectives

    To obtain capital growth over the long term, while providing modest income. It 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

    Rates of return

    Distributions

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

    30% S&P/TSX Composite Index
    35% FTSE TMX Canada
    Universe Bond Index
    35% MSCI World Index

    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 Facts.
    Minimum Initial Investment 500
    Minimum Subsequent Investment 25
    Fund Code BNS371

    Ready to invest?

    Phone

    Talk to someone today
    Mon-Fri (8:00am - 8:00pm)

    1 (800) 268-9269
    In Person

    Make an appointment at your local branch

    Find a local branch
    Online

    Existing customers can apply online

    Ready To Buy
    Other

    Convenient ways to invest in ScotiaFunds:

    Scotia Wealth Management

    Scotia iTRADE