ScotiaFunds®
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 | 18% 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. |
Minimum Initial Investment in Series A |
10000 |
Minimum Subsequent Investment | 25 |
Fund Code | BNS1346 |