ScotiaFunds®

Scotia Canadian Balanced Fund

Right for you if:

  • You want income and growth potential through asset allocation to equity and fixed income securities in Canada

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

  • Investment Objectives

    The Fund aims to provide a balance between earning income and obtaining capital growth over the long term. The Fund invests primarily in a broad range of Canadian equity and fixed income securities.

    Performance (Series A)

    Rates of return (Series A)

    Distributions (Series A)

    Investment Documents

    Date established 1990-06-18T00:00:00.000-04:00
    Series Availability Series A, Series D, Series F
    Fund Category* Canadian Neutral Balanced
    Benchmark Index

    10% S&P 500 TR Index (C$);
    45% FTSE Canada Universe Bond Index;
    45% S&P/TSX Composite Index

    Distribution Frequency Quarterly
    Portfolio Advisor 1832 Asset Management L.P.
    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 BNS378

    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