Scotia Partners Balanced Growth Portfolio - Series T

Right for you if:

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

  • You're investing for at least three years and can accept medium risk

  • Investment Objectives

    The portfolio’s objective is to achieve a balance of current income and long term capital appreciation, with a small bias towards capital appreciation. It invests primarily in a diversified mix of equity and income mutual funds managed by other mutual fund managers and by us.

    Performance

    Rates of return

    Distributions

    Date established 2016-02-01T00:00:00.000-05:00
    Series Availability Series T
    Fund Category Global Neutral Balanced
    Benchmark Index

    40% FTSE TMX Canada
    Universe Bond Index
    30% S&P/TSX Composite Index
    30% Solactive GBS Developed Markets Large & Mid Cap Index (C$)

    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 10000
    Minimum Subsequent Investment 25
    Fund Code BNS447

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