Scotia INNOVA Income Portfolio Class - Series A

Not available for new purchases or switches from other funds into this portfolio

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 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 aims to achieve a balance of income and long term capital appreciation, with a significant 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 A) 

    Rates of return (Series A) 

    Distributions (Series A)

    Investment Documents

    Date established 2012-05-28T00:00:00.000-04:00
    Series Availability Series A
    Fund Category* Canadian Fixed Income Balanced
    Benchmark Index

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

    Distribution Frequency Annually
    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.
    Fund Code BNS1330

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