Scotia Selected Balanced Growth Portfolio - Series T
Right for you if:
You want a core balanced holding, with a bias towards capital appreciation, 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 medium risk
The portfolio’s objective is to achieve a balance of current income and long term capital appreciation, with a small bias towards capital appreciation. The Portfolio invests primarily in a diversified mix of equity and income mutual funds managed by us and by other mutual fund managers.
Performance (Series T)
Rates of return (Series T)
Distributions (Series T)
|Series Availability||Series A, Series F, Series T|
|Fund Category*||Global Neutral Balanced
27% S&P/TSX Composite Index
|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|