ScotiaFunds®

Scotia Dividend Balanced Fund

Right for you if:

  • You want income and growth potential through a balanced approach investing in fixed income and dividend-paying equity securities

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

  • Investment Objectives

    The Fund aims to achieve long-term capital growth and current income return. The Fund 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.

    Performance (Series A)

    Rates of return (Series A)

    Distributions (Series A)

    Investment Documents

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

    30% FTSE Canada Universe Bond Index;
    70% 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 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 BNS310

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