ScotiaFunds®

Scotia Low Carbon Global Balanced Fund 

Right for you if:

  • You want income and long-term capital growth through a balanced portfolio of Canadian fixed income and global equity investments with lower carbon intensity than the broader market

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

  • Investment objective:

    The fund’s objective is to generate income and long term capital growth, and is met with a portfolio of investments that, in aggregate, the portfolio advisor assesses to have a lower carbon intensity than that of the broad market. The fund invests primarily in a combination of global equities and Canadian fixed income securities, either directly and/or indirectly through other investment funds.

    Performance (Series A) 

    Rates of return (Series A) 

    Distributions (Series A) 

    Date established November 6, 2020
    Series Availability Series A, Series F
    Fund Category* Global Neutral Balanced
    Benchmark Index

    50% FTSE Canada Universe Bond Index,

    50% MSCI World Index (C$)

    Distribution Frequency Quarterly
    Portfolio Advisor Jarislowsky, Fraser Limited
    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 BNS267
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    1 (800) 268-9269
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