U.S. equity funds

These mutual funds can provide you with long-term growth potential by investing in a diversified portfolio of U.S. equities.

Learn more about mutual funds

Additional information

U.S. equity funds, also known as U.S. stock funds, offer investors additional sources of diversification and return potential beyond the Canadian market. These funds are appealing for their long-term growth potential, although this return potential comes with additional risk beyond what is customary for income and balanced funds.  Contrasting Canadian equity funds, U.S. equity funds provide a larger universe of investment potential but may also be subject to currency risk.  For actively managed ScotiaFunds, experienced portfolio managers select, manage and monitor security selection within each U.S. equity fund to add value and reduce risk. Given the higher risk tolerance associated with equity funds, they are best suited to long-term investors with at least 5 years to invest.

Did You Know?

The U.S. has the largest stock market, accounting for over 50% of the world's stocks.  Over the years the size of the U.S. stock market has gradually increased in size due to a strengthening U.S. dollar and gains in American equities. When compared to more conservative asset classes like bonds, its performance can vary more significantly over short periods.  However, over longer periods (five years or more) the difference between the highs and lows shrinks considerably.