Scotia Low Carbon Global Equity Fund
Right for you if:
You want long-term capital growth through a diversified portfolio of global equity investments with lower carbon intensity than the broader market
You are investing for the long term and can accept medium to high risk
The fund’s objective is to achieve 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 broad range of equity securities from around the world, 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 Equity
|Benchmark Index||MSCI World Index (C$)
|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
|Minimum Subsequent Investment||$25
Distributions may consist of net income, and/or dividends, and/or net realized capital gains and are taxable in the hands of the investor. Monthly distributions are made by the last business day of each month, or the last business day of each calendar quarter for quarterly paying fund series, other than in December. The final distribution in respect of each taxation year will be paid or payable by December 31 of each year or at such other times as may be determined by the fund’s Manager. Generally, any capital gains dividends with respect to corporate class funds are distributed within 60 days following the calendar year end. Distributions are automatically reinvested unless an investor elects to receive them in cash. Investors should not confuse a fund’s distribution rate with its performance, rate of return or yield.
Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed or insured by the Canada Deposit Insurance Corporation or any other government deposit insurer, their values change frequently and past performance may not be repeated. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns.
* Canadian Investment Funds Standards Committee (CIFSC)