ScotiaFunds®

Scotia Aria Equity Defend Portfolio - Premium Series

Right for you if:

  • You are investing for retirement and want to take a more cautious approach to achieving long term capital appreciation through an asset allocation of primarily equities


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


  • Investment Objectives

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


    Performance (Premium Series) 

     

    Rates of Return (Premium Series) 

     

    Distributions (Premium Series) 

     

    Investment Documents 

    Date established 2018-10-09T00:00:00.000-04:00
    Series Availability Premium Series, Premium TL Series, Premium T Series, Premium TH Series
    Fund Category* Global Equity
    Benchmark Index

    30% S&P/TSX Composite Index,
    70% Solactive GBS Developed Markets Large & Mid Cap Index (C$)

    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 BNS2211
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