ScotiaFunds®

Scotia U.S.$ Balanced Fund

Right for you if:

  • You want income and growth potential through allocation to equity and fixed income securities denominated in U.S. dollars

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

  • Investment Objectives

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

    Performance (Series A)

    Rates of return (Series A)

    Distributions (Series A)

    Investment Documents

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

    50% ICE BofA U.S. Corp & Govt Master Index (U$);
    50% S&P 500 TR Index (US$)

    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 Fact Sheet.
    Minimum Initial Investment in Series A
    U.S. 500
    Minimum Subsequent Investment U.S. 25
    Fund Code BNS308

    Ready to invest?

    Phone

    Talk to someone today
    Mon-Fri (8:00am - 8:00pm)

    1 (800) 268-9269
    In Person

    Make an appointment at your local branch

    Find a local branch
    Online

    Existing customers can apply online

    Ready To Buy
    Other

    Convenient ways to invest in ScotiaFunds:

    Scotia Wealth Management

    Scotia iTRADE