Scotia Selected Balanced Growth Portfolio - Series A

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

  • Investment Objectives

    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 A) 

    Rates of return (Series A) 

    Distributions (Series A) 

    Investment Documents 

    Date established 2003-04-28T00:00:00.000-04:00
    Series Availability Series A, Series F, Series T
    Fund Category* Global Neutral Balanced
    Benchmark Index

    22% S&P/TSX Composite Index
    33% Solactive GBS Developed Markets Large & Mid Cap Index (C$)
    45% FTSE Canada Universe Bond 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 BNS341

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