Scotia Partners 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 the medium to long term and can accept low to medium risk

  • Investment Objectives

    The portfolio's objective is to achieve a combination of a steady flow of income with the potential for capital gains. 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 Fixed Income Balanced
    Benchmark Index 75% FTSE TMX Canada Universe Bond Index 12% S&P/TSX Composite Index 13% MSCI World 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 10000
    Minimum Subsequent Investment 25
    Fund Code BNS413

    Ready to Invest?

    In Person

    Make an appointment with a Scotiabank Financial Advisor

    Find a local branch