ScotiaFunds®

Scotia Selected Balanced Income Portfolio - Series T

Right for you if:

  • You want a core balanced holding, with a 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 balance of current income and long term capital appreciation, with a bias towards income. 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) 

    Investment Documents 

    Date established 2018-10-19T00:00:00.000-04:00
    Series Availability Series A, Series F, Series T
    Fund Category* Canadian Fixed Income Balanced
    Benchmark Index


    65% FTSE Canada Universe Bond Index
    18% Solactive GBS Developed Markets Large & Mid Cap Index (C$)
    17% S&P/TSX Composite 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
    500 
    Minimum Subsequent Investment 25
    Fund Code BNS440

    Ready to Invest?

    Phone

    Talk to someone today
    Mon-Fri (8:00am - 8:00pm)

    1 (800) 268-9269
    In Person

    Make an appointment at your local branch

    Find a local branch
    Online

    Existing customers can apply online

    Ready To Buy
    Other

    Convenient ways to invest in ScotiaFunds:

    Scotia Wealth Management

    Scotia iTRADE