ScotiaFunds®

Scotia Aria Moderate Pay Portfolio - Premium Series

Right for you if:

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

  • 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 generate income and moderate long term capital appreciation using a balanced approach to investing through a neutral mix of investments in income producing equity and 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* Global Neutral Balanced
    Benchmark Index

    20% S&P/TSX Composite Index
    50% FTSE Canada Universe Bond Index
    30% 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 BNS2206

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