Scotia INNOVA Balanced Income Portfolio - Series T

Right for you if:

  • You want a balanced holding with a bias towards income, which is diversified by asset class, investment style, geography and market capitalization

  • You're investing for the medium to long term and can accept low to medium risk

  • Investment Objectives

    To achieve a balance of current income and long-term capital appreciation, with a bias towards income. It invests primarily in a diversified mix of mutual funds, and/or equity securities and/or fixed income securities located anywhere in the world.


    Rates of return


    Date established 2009-01-20T00:00:00.000-05:00
    Series Availability Series A, Series T
    Fund Category Canadian Neutral Balanced
    Benchmark Index

    60% FTSE Canada Universe Bond Index
    16% S&P/TSX Composite Index
    24% Solactive GBS Developed Markets Large & Mid Cap Index

    Distribution Frequency Monthly (Distributions are reinvested in additional units of the fund, unless cash distributions are requested)
    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 50000
    Minimum Subsequent Investment 25
    Fund Code BNS431

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