Scotia Aria Progressive Pay Portfolio - Premium Series

Right for you if:

  • You're investing for retirement and want to achieve a combination of income and long-term capital appreciation through a progressive 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 generate income and long-term capital appreciation using a balanced approach to investing through investments in income producing equity and fixed income securities. The majority of the fund assets will be held in equity 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 Equity Balanced
    Benchmark Index

    30% FTSE Canada Universe Bond Index
    35% S&P/TSX Composite Index
    35% Solactive GBS Developed Markets Large & Mid Cap Index

    Distribution Frequency Annually
    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 BNS2209

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