ScotiaFunds®

Scotia Aria Moderate Defend Portfolio - Premium TL Series

Right for you if:

  • You are 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 want stable monthly distributions

  • You are 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 (Premium TL Series) 

    Rates of return (Premium TL Series) 

    Distributions (Premium TL 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 Neutral Balanced
    Benchmark Index

    50% FTSE Canada Universe Bond Index
    30% Solactive GBS Developed Markets Large & Mid Cap Index (C$)
    20% 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 TL Series 
    500 (In aggregate in the Scotia Aria Portfolios)
    Minimum Subsequent Investment 25
    Fund Code BNS2705

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