ScotiaFunds®

Scotia INNOVA Balanced Income Portfolio - Series T

Right for you if:

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

  • You want stable monthly distributions

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

  • Investment Objectives

    The portfolio’s objective to achieve a balance of current income and long term capital appreciation, with a bias towards income. The Portfolio invests primarily in a diversified mix of mutual funds, and/or equity securities and/or fixed income securities located anywhere in the world.

    Performance (Series T) 

    Rates of return (Series T) 

    Distributions (Series T) 

    Investment Documents 

    Date established 2009-01-20T00:00:00.000-04:00
    Series Availability Series A, Series T
    Fund Category* Global Fixed Income Balanced
    Benchmark Index

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

    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 Series T
    50000
    Minimum Subsequent Investment 25
    Fund Code BNS431

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