Scotia U.S.$ Balanced Fund

Right for you if:

  • You want exposure to a combination of equity, fixed income securities and to the U.S dollar

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

  • Investment Objectives

    To provide long term capital growth and current income in U.S. dollars. It invests primarily in a combination of fixed income and equity securities that are denominated in U.S. dollars.

    Performance

    Rates of return

    Distributions

    Date established 2011-07-12T00:00:00.000-04:00
    Series Availability Series A
    Fund Category Global Neutral Balanced
    Benchmark Index

    50% Barclays Capital U.S.
    Aggregate Bond Index
    50% S&P/500 Index

    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 BNS308

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    Scotia Wealth Management

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