Scotia Aria Conservative Pay Portfolio - Premium T Series

Right for you if:

  • You are investing for retirement and want to achieve a combination of income and modest long term capital appreciation through a conservative approach to asset allocation

  • You want stable monthly distributions

  • 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 generate income and modest long term capital appreciation using a balanced approach to investing through investments in income producing equity and fixed income securities. The majority of the portfolio’s assets will be held in fixed income securities.

    Performance (Premium T Series) 

    Rates of return (Premium T Series) 

    Distributions (Premium T 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* Global Fixed Income Balanced
    Benchmark Index

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

    Distribution Frequency Monthly
    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 the Fund Fact Sheet.
    Minimum Initial Investment in Premium T Series 
    500 (In aggregate in the Scotia Aria Portfolios)
    Minimum Subsequent Investment 25
    Fund Code BNS2803

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