Scotia Partners Income Portfolio - Series T

Right for you if:

  • You want a core balanced holding, with a significant 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 is to achieve a combination of a steady flow of income with the potential for capital gains. 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 T) 

    Rates of return (Series T) 

    Distributions (Series T) 

    Investment Documents 

    Date established 2016-04-05T00:00:00.000-04:00
    Series Availability Series A, Series T
    Fund Category* Global Fixed Income Balanced
    Benchmark Index

    15% Solactive GBS Developed Markets Large & Mid Cap Index (C$)
    10% S&P/TSX Composite Index
    75% FTSE Canada Universe Bond Index

    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
    Minimum Subsequent Investment 25
    Fund Code BNS413

    Ready to Invest?

    In Person

    Make an appointment with a Scotiabank Financial Advisor

    Find a local branch