Scotia Partners Balanced Income Portfolio - Series A

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

  • Investment Objectives

    The portfolio's objective is 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 equity and income mutual funds managed by other mutual fund managers and by us.

    Performance (Series A) 

    Rates of return (Series A) 

    Distributions (Series A) 

    Investment Documents 

    Date established 2002-12-08T00:00:00.000-05:00
    Series Availability Series A, Series F, Series T
    Fund Category* Canadian Fixed Income Balanced
    Benchmark Index

    20% Solactive GBS Developed Markets Large & Mid Cap Index (C$)
    65% FTSE Canada Universe Bond Index
    15% S&P/TSX Composite Index

    Distribution Frequency Annually
    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 either the Fund Profile or the Fund Fact Sheet.
    Minimum Initial Investment in Series A
    Minimum Subsequent Investment 25
    Fund Code BNS346

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