Scotia Partners Balanced Income Portfolio - Series T

Right for you if:

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

  • You're investing for at least three years 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. It invests primarily in a diversified mix of equity and income mutual funds managed by other mutual fund managers and by us.


    Rates of return


    Date established 2016-02-01T00:00:00.000-05:00
    Series Availability Series T
    Fund Category Canadian Fixed Income Balanced
    Benchmark Index

    65% FTSE TMX Canada Universe Bond Index
    17% S&P/TSX Composite Index
    18% 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 BNS446

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