Scotia Partners Balanced Income Portfolio Class - Series A

Right for you if:

  • You want a core balanced holding, with a bias towards income, which is well 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'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 equity and income mutual funds managed by other mutual fund managers and by us.

    Performance (Series A) 

    Rates of return (Series A) 

    Distributions (Series A)

    Investment Documents

    Date established 2016-01-31T00:00:00.000-05:00
    Series Availability Series A, Series T
    Fund Category* Canadian Fixed Income Balanced
    Benchmark Index

    20% Solactive GBS Developed Markets Large & Mid Cap Index (C$)
    65% FTSE Canada Universe Bond Index
    15% S&P/TSX Composite Index

    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.
    Minimum Initial Investment in Series A
    Minimum Subsequent Investment 25
    Fund Code BNS1346

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