ScotiaFunds®

Scotia INNOVA Balanced Income Portfolio Class - Series T

Right for you if:

  • You want a core balanced holding, with a bias towards income and want stable monthly distributions

  • You are planning to hold your investment in a non-registered account

  • 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 income and long term capital appreciation, with a bias towards income. The Portfolio invests primarily in a diversified mix of mutual funds, and/or equity securities and/or fixed income securities located anywhere in the world.

    Performance (Series T) 

    Rates of return (Series T) 

    Distributions (Series T) 

    Investment Documents

    Date established 2014-05-26T00:00:00.000-04:00
    Series Availability Series A, Series T
    Fund Category* Canadian Fixed Income Balanced
    Benchmark Index


    16% S&P/TSX Composite Index
    60% FTSE Canada Universe Bond Index
    24% Solactive GBS Developed Markets Large & Mid Cap Index (C$)

    Distribution Frequency Monthly
    Portfolio Advisor 1832 Asset Management L.P.
    Eligible for Registered Plans? Recommended for non-registered plans.
    Management Expense Ratio For details on the fund's fees, please refer to either the Fund Profile or the Fund Fact Sheet.
    Minimum Initial Investment in Series T
    500 
    Minimum Subsequent Investment 25
    Fund Code BNS1431

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