Scotia INNOVA Portfolios

A modern breed of investment solutions

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Adding unique value to your investments

Scotia INNOVA Portfolios offer you access to portfolio management expertise typically only available to institutional investors, and comprehensive portfolio diversification that's broad enough to encompass global opportunities, yet precise enough to capitalize on promising individual securities.

The portfolios apply the principles of strategic asset allocation to focus on seizing growth opportunities at the level of risk that suits you. Working with your advisor, you can select a portfolio that can help meet your specific needs – whether you’re seeking steady investment income today or maximum investment growth in the years to come.

Scotia INNOVA Income Portfolio

Scotia INNOVA Income Portfolio invests primarily in a diversified mix of mutual funds, and/or equity securities and/or fixed income securities located anywhere in the world. Series ASeries T

Target Asset Allocation

Scotia INNOVA Balanced Income Portfolio

Scotia INNOVA Balanced Income Portfolio invests primarily in a diversified mix of mutual funds, and/or equity securities and/or fixed income securities located anywhere in the world. Series ASeries T

Target Asset Allocation

Scotia INNOVA Balanced Growth Portfolio

Scotia INNOVA Balanced Growth Portfolio invests primarily in a diversified mix of mutual funds, and/or equity securities and/or fixed income securities located anywhere in the world. Series ASeries T

Target Asset Allocation

Scotia INNOVA Growth Portfolio

Scotia INNOVA Growth Portfolio invests primarily in a diversified mix of mutual funds, and/or equity securities and/or fixed income securities located anywhere in the world. Series ASeries T

Target Asset Allocation

Scotia INNOVA Maximum Growth Portfolio

Scotia INNOVA Maximum Growth Portfolio invests primarily in a diversified mix of mutual funds and/or equity securities located anywhere in the world. Series ASeries T

Target Asset Allocation

Exacting Investment Process

Our process is detailed and rigorous but we never forget that our mission is something personal – helping you reach your financial goals. Here’s how we do it:

  • Quantitative analysis
    Seek out fund managers with proven track records and a history of long-term investment success.
  • Portfolio optimization
    Focus on minimizing the risks associated with over-exposure to any particular manager, sector or region, while seeking to maximize risk-adjusted returns.
  • Portfolio construction
    Employ a strategic asset allocation approach to reduce risk by spreading assets among a variety of fund objectives and investment styles.
  • Ongoing oversight, due diligence & rebalancing
    Rebalance the portfolios on an ongoing basis through monthly, quarterly, and annual portfolio reviews

Scotia INNOVA Portfolios are part of a modern breed of investment solutions - bringing a degree of sophistication usually only offered by private wealth managers to the pursuit of your financial goals, while offering the simplicity of a single portfolio solution.

More information that may interest you

 

Legal and Regulatory Information

ScotiaFunds® and Dynamic Funds® are managed by 1832 Asset Management L.P., a limited partnership the general partner of which is wholly owned by The Bank of Nova Scotia. ScotiaFunds are available through Scotia Securities Inc. and from other dealers and advisors, including ScotiaMcLeod® and Scotia iTRADE® which are divisions of Scotia Capital Inc. Scotia Securities Inc. and Scotia Capital Inc. are wholly owned by The Bank of Nova Scotia. Scotia Securities Inc. is a member of the Mutual Fund Dealers Association of Canada. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Other convenient ways to invest in ScotiaFunds:

Contact ScotiaMcLeod to invest online or by phone.

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Inside INNOVA

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