ScotiaFunds®

Scotia Diversified Monthly Income Fund

Right for you if:

  • You want regular monthly income with some growth potential through a diversified portfolio of income generating equity and fixed income securities

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

  • Investment Objectives

    The Fund aims to provide regular monthly income and some capital appreciation. The Fund invests primarily in a diversified portfolio of income generating securities, such as dividend paying common shares, preferred shares, investment grade bonds, convertible debentures, mortgages, high yield bonds, asset-backed and mortgage-backed securities, and income trust units. 

    Performance (Series A)

    Rates of return (Series A) 

    Distributions (Series A) 

    Investment Documents

    Date established 2005-06-20T00:00:00.000-04:00
    Series Availability Series A, Series D, Series F
    Fund Category* Canadian Neutral Balanced
    Benchmark Index

    50% FTSE Canada Universe Bond Index;
    50% S&P/TSX Composite Index

    Distribution Frequency Monthly
    Portfolio Advisor 1832 Asset Management L.P.
    Eligible for Registered Plans? Yes
    Management Expense Ratio For details of 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 BNS339

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    Scotia Wealth Management

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