ScotiaFunds®

Scotia Global Balanced Fund

Right for you if:

  • You want income and growth potential through allocation to equity and fixed income securities from anywhere in the world


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

  • Investment Objectives

    The Fund aims to generate income and long term capital growth. The Fund primarily invests in a combination of equity and fixed income securities from anywhere in the world.

    Performance (Series A) 

    Rates of return (Series A) 

    Distributions (Series A) 

    Investment Documents 

    Date established 2010-08-23T00:00:00.000-04:00
    Series Availability Series A, Series D
    Fund Category* Global Neutral Balanced
    Benchmark Index

    40% Bloomberg Barclays U.S. Credit Index (C$, Hedged);
    60% Solactive GBS Developed Markets Large & Mid Cap Index (C$)

    Distribution Frequency Quarterly
    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 BNS311

    Ready to invest?

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