Scotia Aria Moderate Defend Portfolio - Premium TL Series

Right for you if:

  • You're investing for retirement and want to take a more cautious approach to achieving moderate long-term capital appreciation through a neutral approach to asset allocation

  • You're investing for the long term and can accept 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 moderate 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, with a neutral asset mix of equity and fixed income securities.

    Performance

    Rates of return

    Distributions

    Date established 2014-11-24T00:00:00.000-05:00
    Series Availability Premium Series, Premium TL Series, Premium T Series, Premium TH Series
    Fund Category Global Neutral Balanced
    Benchmark Index

    50% FTSE Canada Universe Bond Index
    30% S&P/TSX Composite Index
    20% Solactive GBS Developed Markets Large & Mid Cap Index

    Distribution Frequency Monthly
    Portfolio Advisor 1832 Asset Management L.P.
    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 Facts.
    Minimum Initial Investment 500(In aggregate in the Scotia Aria Portfolios)
    Minimum Subsequent Investment 25
    Fund Code BNS2705

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