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.


    Rates of return


    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

    Ready to invest?


    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

    Existing customers can apply online

    Ready To Buy

    Convenient ways to invest in ScotiaFunds:

    Scotia Wealth Management

    Scotia iTRADE