Scotia Dividend Balanced Fund

Right for you if:

  • You want to maximize after-tax income by taking advantage of the Canadian dividend tax credit

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

  • Investment Objectives

    To provide long-term capital growth and current income return. It invests either directly or through investing in securities of other funds, primarily in equity securities of companies that pay dividends or that are expected to pay dividends, fixed income securities and other securities that are expected to distribute income.


    Rates of return


    Date established 2010-08-30T00:00:00.000-04:00
    Series Availability Series A, Series D, Series I
    Fund Category Canadian Equity Balanced
    Benchmark Index

    70% S&P/TSX Composite Index
    30% FTSE Canada Universe Bond Index

    Distribution Frequency Monthly
    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 BNS310

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