Scotia Aria Conservative Defend Portfolio - Premium Series

Right for you if:

  • You are investing for retirement and want to take a more cautious approach to achieving modest long term capital appreciation through a conservative approach to asset allocation

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

  • Investment Objectives

    The portfolio invests primarily in a diversified mix of mutual funds, equity securities and/or fixed income securities located anywhere in the world and aims to achieve modest long term capital appreciation using a balanced approach to investing through investments that the portfolio advisor assesses to be less volatile than that of broad markets. The majority of the portfolio’s assets will be held in fixed income securities.

    Performance (Premium Series) 

    Rates of return (Premium Series) 

    Distributions (Premium Series) 

    Investment Documents 

    Date established 2014-11-23T00:00:00.000-05:00
    Series Availability Premium Series, Premium TL Series, Premium T Series, Premium TH Series
    Fund Category* Canadian Fixed Income Balanced
    Benchmark Index

    18% Solactive GBS Developed Markets Large & Mid Cap Index (C$)
    12% S&P/TSX Composite Index
    70% FTSE Canada Universe Bond Index

    Distribution Frequency Annually
    Portfolio Advisor 1832 Asset Management L.P.
    Eligible for Registered Plans? Yes
    Management Expense Ratio For details of the fund’s fees, please refer to either the Fund Profile or the Fund Fact Sheet.
    Minimum Initial Investment in Premium Series 
    500 (In aggregate in the Scotia Aria Portfolios)
    Minimum Subsequent Investment 25
    Fund Code BNS2202

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