Scotia Canadian Balanced Fund

Right for you if:

  • You want both interest income and growth through asset allocation among the three major asset classes

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

  • Investment Objectives

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


    Rates of return


    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

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

    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 Facts.
    Minimum Initial Investment 500
    Minimum Subsequent Investment 25
    Fund Code BNS378

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