Annual and Interim MRFPs
Interim Management Reports of Fund Performance (MRFPs)
June 30, 2025 unless otherwise stated
Cash Equivalent Funds
Scotia Money Market Fund
| pdf : 268
KB
Income Funds
1832 AM U.S. $ Investment Grade U.S. Corporate Bond Pool
Interim Management Report of Fund Performance | pdf : 173
KB
Scotia Wealth Short Term Bond Pool
Interim Management Report of Fund Performance | pdf : 156
KB
Scotia Wealth Short-Mid Government Bond Pool
Interim Management Report of Fund Performance | pdf : 157
KB
Scotia Mortgage Income Fund
Interim Management Report of Fund Performance | pdf : 208
KB
Scotia Wealth Floating Rate Income Pool
Interim Management Report of Fund Performance | pdf : 155
KB
Scotia Canadian Income Fund
Interim Management Report of Fund Performance | pdf : 209
KB
Scotia Wealth Total Return Bond Pool
Interim Management Report of Fund Performance | pdf : 152
KB
Scotia U.S. $ Bond Fund
Interim Management Report of Fund Performance | pdf : 182
KB
Scotia Global Bond Fund
Interim Management Report of Fund Performance | pdf : 156
KB
1832 AM Global Credit Pool
Interim Management Report of Fund Performance | pdf : 146
KB
1832 AM Investment Grade Canadian Corporate Bond Pool
Interim Management Report of Fund Performance | pdf : 135
KB
Scotia Wealth Canadian Corporate Bond Pool
Interim Management Report of Fund Performance | pdf : 171
KB
Scotia Wealth High Yield Bond Pool
Interim Management Report of Fund Performance | pdf : 155
KB
Scotia Low Carbon Canadian Fixed Income Fund
Interim Management Report of Fund Performance | pdf : 205
KB
Scotia Wealth Canadian Bond Pool
Interim Management Report of Fund Performance | pdf : 149
KB
Balanced Funds
Scotia Diversified Monthly Income Fund
Interim Management Report of Fund Performance | pdf : 184
KB
Scotia Income Advantage Fund
Interim Management Report of Fund Performance | pdf : 203
KB
Scotia Canadian Balanced Fund
Interim Management Report of Fund Performance | pdf : 166
KB
Scotia Dividend Balanced Fund
Interim Management Report of Fund Performance | pdf : 163
KB
Scotia Diversified Balanced Fund
Interim Management Report of Fund Performance | pdf : 170
KB
Scotia Global Balanced Fund
Interim Management Report of Fund Performance | pdf : 163
KB
Scotia U.S. $ Balanced Fund
Interim Management Report of Fund Performance | pdf : 163
KB
Scotia Low Carbon Global Balanced Fund
Interim Management Report of Fund Performance | pdf : 159
KB
Canadian Equity Funds
Scotia Canadian Dividend Fund
Interim Management Report of Fund Performance | pdf : 222
KB
Scotia Canadian Equity Fund
Interim Management Report of Fund Performance | pdf : 184
KB
Scotia Wealth Canadian Equity Pool
Interim Management Report of Fund Performance | pdf : 163
KB
1832 AM Fundamental Canadian Equity Pool
Interim Management Report of Fund Performance | pdf : 146
KB
Scotia Canadian Growth Fund
Interim Management Report of Fund Performance | pdf : 190
KB
Scotia Canadian Small Cap Fund
Interim Management Report of Fund Performance | pdf : 177
KB
Scotia Resource Fund
Interim Management Report of Fund Performance | pdf : 162
KB
Scotia Wealth Real Estate Income Pool
Interim Management Report of Fund Performance | pdf : 177
KB
Scotia Wealth North American Dividend Pool
Interim Management Report of Fund Performance | pdf : 164
KB
Scotia Wealth Quantitative Canadian Small Cap Equity Pool
Interim Management Report of Fund Performance | pdf : 164
KB
U.S. Equity Funds
Scotia U.S. Dividend Fund
Interim Management Report of Fund Performance | pdf : 158
KB
Scotia Wealth U.S. Dividend Pool
Interim Management Report of Fund Performance | pdf : 161
KB
Scotia U.S. Equity Fund
Interim Management Report of Fund Performance | pdf : 166
KB
Scotia U.S. Opportunities Fund
Interim Management Report of Fund Performance | pdf : 181
KB
1832 AM U.S. Core Equity Pool
Interim Management Report of Fund Performance | pdf : 120
KB
Scotia Wealth Focus U.S. Growth Pool
Interim Management Report of Fund Performance | pdf : 123
KB
Scotia Wealth Focus U.S. Value Pool
Interim Management Report of Fund Performance | pdf : 122
KB
International Equity Funds
1832 AM International Growth Equity Pool
Interim Management Report of Fund Performance | pdf : 144
KB
Scotia Wealth International Core Equity Pool
Interim Management Report of Fund Performance | pdf : 166
KB
Scotia International Equity Fund
Interim Management Report of Fund Performance | pdf : 161
KB
1832 AM Emerging Markets Equity Pool
Interim Management Report of Fund Performance | pdf : 147
KB
Scotia Wealth Fundamental International Equity Pool
Interim Management Report of Fund Performance | pdf : 162
KB
Scotia India Equity Fund
Interim Management Report of Fund Performance | pdf : 111
KB
Scotia Wealth Focus International Value Pool
Interim Management Report of Fund Performance | pdf : 125
KB
Global Equity Funds
Scotia Global Dividend Fund
Interim Management Report of Fund Performance | pdf : 181
KB
Scotia Global Growth Fund
Interim Management Report of Fund Performance | pdf : 181
KB
Scotia Global Small Cap Fund
Interim Management Report of Fund Performance | pdf : 180
KB
Scotia Global Equity Fund
Interim Management Report of Fund Performance | pdf : 185
KB
Scotia Wealth World Infrastructure Pool
Interim Management Report of Fund Performance | pdf : 175
KB
Scotia Low Carbon Global Equity Fund
Interim Management Report of Fund Performance | pdf : 210
KB
Scotia Wealth Quantitative Global Small Cap Equity Pool
Interim Management Report of Fund Performance | pdf : 165
KB
1832 AM Quantitative Global Mega Cap Equity Pool
Interim Management Report of Fund Performance | pdf : 125
KB
Specialty Funds
Scotia Wealth Premium Payout Pool
Interim Management Report of Fund Performance | pdf : 189
KB
Index Funds
Scotia Canadian Bond Index Fund
Interim Management Report of Fund Performance | pdf : 158
KB
Scotia Canadian Equity Index Fund
Interim Management Report of Fund Performance | pdf : 161
KB
Scotia U.S. Equity Index Fund
Interim Management Report of Fund Performance | pdf : 163
KB
Scotia Nasdaq Index Fund
Interim Management Report of Fund Performance | pdf : 159
KB
Scotia International Equity Index Fund
Interim Management Report of Fund Performance | pdf : 166
KB
DynamicEdge Portfolios
DynamicEdge Defensive Portfolio
Dynamic Materials | pdf : 252
KB
DynamicEdge Balanced Portfolio
Dynamic Materials | pdf : 336
KB
DynamicEdge Balanced Growth Portfolio
Dynamic Materials | pdf : 366
KB
DynamicEdge Growth Portfolio
Dynamic Materials | pdf : 359
KB
DynamicEdge Equity Portfolio
Dynamic Materials | pdf : 357
KB
Scotia Selected Portfolios
Scotia Selected Income Portfolio
Interim Management Report of Fund Performance | pdf : 192
KB
Scotia Selected Balanced Income Portfolio
Interim Management Report of Fund Performance | pdf : 197
KB
Scotia Selected Balanced Growth Portfolio
Interim Management Report of Fund Performance | pdf : 197
KB
Scotia Selected Growth Portfolio
Interim Management Report of Fund Performance | pdf : 201
KB
Scotia Selected Maximum Growth Portfolio
Interim Management Report of Fund Performance | pdf : 202
KB
Scotia Partners Portfolios
Scotia Partners Income Portfolio
Interim Management Report of Fund Performance | pdf : 195
KB
Scotia Partners Balanced Income Portfolio
Interim Management Report of Fund Performance | pdf : 199
KB
Scotia Partners Balanced Growth Portfolio
Interim Management Report of Fund Performance | pdf : 200
KB
Scotia Partners Growth Portfolio
Interim Management Report of Fund Performance | pdf : 204
KB
Scotia Partners Maximum Growth Portfolio
Interim Management Report of Fund Performance | pdf : 205
KB
Scotia INNOVA Portfolios
Scotia INNOVA Income Portfolio
Interim Management Report of Fund Performance | pdf : 194
KB
Scotia INNOVA Balanced Income Portfolio
Interim Management Report of Fund Performance | pdf : 195
KB
Scotia INNOVA Balanced Growth Portfolio
Interim Management Report of Fund Performance | pdf : 197
KB
Scotia INNOVA Growth Portfolio
Interim Management Report of Fund Performance | pdf : 199
KB
Scotia INNOVA Maximum Growth Portfolio
Interim Management Report of Fund Performance | pdf : 199
KB
Scotia Essentials Portfolios
Scotia Essentials Maximum Growth Portfolio
Interim Management Report of Fund Performance | pdf : 191
KB
Scotia Essentials Income Portfolio
Interim Management Report of Fund Performance | pdf : 189
KB
Scotia Essentials Balanced Portfolio
Interim Management Report of Fund Performance | pdf : 191
KB
Scotia Essentials Growth Portfolio
Interim Management Report of Fund Performance | pdf : 191
KB
Scotia Corporate Class Funds
Scotia Canadian Dividend Class
Interim Management Report of Fund Performance | pdf : 159
KB
Scotia Canadian Equity Blend Class
Interim Management Report of Fund Performance | pdf : 153
KB
Scotia U.S. Equity Blend Class
Interim Management Report of Fund Performance | pdf : 153
KB
Scotia Global Dividend Class
Interim Management Report of Fund Performance | pdf : 161
KB
Scotia INNOVA Income Portfolio Class
Interim Management Report of Fund Performance | pdf : 166
KB
Scotia INNOVA Balanced Income Portfolio Class
Interim Management Report of Fund Performance | pdf : 204
KB
Scotia INNOVA Balanced Growth Portfolio Class
Interim Management Report of Fund Performance | pdf : 195
KB
Scotia INNOVA Growth Portfolio Class
Interim Management Report of Fund Performance | pdf : 198
KB
Scotia INNOVA Maximum Growth Portfolio Class
Interim Management Report of Fund Performance | pdf : 193
KB
Scotia Partners Balanced Income Portfolio Class
Interim Management Report of Fund Performance | pdf : 195
KB
Scotia Partners Balanced Growth Portfolio Class
Interim Management Report of Fund Performance | pdf : 194
KB
Scotia Partners Growth Portfolio Class
Interim Management Report of Fund Performance | pdf : 198
KB
Scotia Partners Maximum Growth Portfolio Class
Interim Management Report of Fund Performance | pdf : 200
KB
LP Funds
1832 AM Canadian Growth LP
Interim Management Report of Fund Performance | pdf : 141
KB
1832 AM International Equity LP
Interim Management Report of Fund Performance | pdf : 140
KB
1832 AM Total Return Bond LP
Interim Management Report of Fund Performance | pdf : 136
KB
1832 AM U.S. Low Volatility Equity LP
Interim Management Report of Fund Performance | pdf : 140
KB
1832 AM Tactical Asset Allocation ETF LP
Interim Management Report of Fund Performance | pdf : 137
KB
1832 AM Global Completion ETF LP
Interim Management Report of Fund Performance | pdf : 139
KB
Scotia Wealth Pools and Pinnacle Portfolios
Scotia Wealth American Core-Plus Bond Pool
Interim Management Report of Fund Performance | pdf : 179
KB
Scotia Wealth Canadian Growth Pool
Interim Management Report of Fund Performance | pdf : 170
KB
Scotia Wealth Canadian Small Cap Pool
Interim Management Report of Fund Performance | pdf : 204
KB
Scotia Wealth Canadian Value Pool
Interim Management Report of Fund Performance | pdf : 176
KB
Scotia Wealth Emerging Markets Pool
Interim Management Report of Fund Performance | pdf : 203
KB
Scotia Wealth Global Equity Pool
Interim Management Report of Fund Performance | pdf : 184
KB
Scotia Wealth Global High Yield Pool
Interim Management Report of Fund Performance | pdf : 197
KB
Scotia Wealth Global Infrastructure Pool
Interim Management Report of Fund Performance | pdf : 198
KB
Scotia Wealth Global Real Estate Pool
Interim Management Report of Fund Performance | pdf : 180
KB
Scotia Wealth High Yield Income Pool
Interim Management Report of Fund Performance | pdf : 175
KB
Scotia Wealth Income Pool
Interim Management Report of Fund Performance | pdf : 172
KB
Scotia Wealth International Equity Pool
Interim Management Report of Fund Performance | pdf : 182
KB
Scotia Wealth International Small To Mid Cap Value Pool
Interim Management Report of Fund Performance | pdf : 179
KB
Pinnacle Balanced Portfolio
Interim Management Report of Fund Performance | pdf : 161
KB
Scotia Wealth U.S. Large Cap Growth Pool
Interim Management Report of Fund Performance | pdf : 213
KB
Scotia Wealth U.S. Mid Cap Value Pool
Interim Management Report of Fund Performance | pdf : 182
KB
Scotia Wealth U.S. Value Pool
Interim Management Report of Fund Performance | pdf : 180
KB
Scotia Wealth Canadian Core Bond Pool
Interim Management Report of Fund Performance | pdf : 171
KB
Alternative Funds
Scotia Wealth Credit Absolute Return Pool
Interim Management Report of Fund Performance | pdf : 163
KB
1832 AM Tactical Asset Allocation Plus Pool
Interim Management Report of Fund Performance | pdf : 116
KB
Annual Management Reports of Fund Performance (MRFPs)
December 31, 2025 unless otherwise stated
Cash Equivalent Funds
Scotia Money Market Fund
| pdf : 267
KB
Income Funds
Scotia Wealth Short-Mid Government Bond Pool
| pdf : 196
KB
Scotia Mortgage Income Fund
| pdf : 272
KB
Scotia Wealth Floating Rate Income Pool
| pdf : 199
KB
Scotia Canadian Income Fund
| pdf : 276
KB
Scotia U.S. $ Bond Fund
| pdf : 243
KB
Scotia Global Bond Fund
| pdf : 196
KB
1832 AM Global Credit Pool
| pdf : 174
KB
Scotia Wealth Canadian Corporate Bond Pool
| pdf : 224
KB
1832 AM U.S. $ Investment Grade U.S. Corporate Bond Pool
| pdf : 221
KB
1832 AM Investment Grade Canadian Corporate Bond Pool
| pdf : 168
KB
Scotia Low Carbon Canadian Fixed Income Fund
| pdf : 270
KB
Balanced Funds
Scotia Diversified Monthly Income Fund
| pdf : 231
KB
Scotia Global Balanced Fund
| pdf : 202
KB
Scotia U.S. $ Balanced Fund
| pdf : 202
KB
Canadian Equity Funds
Scotia Canadian Equity Fund
| pdf : 227
KB
Scotia Canadian Growth Fund
| pdf : 201
KB
Scotia Resource Fund
| pdf : 202
KB
Scotia Wealth North American Dividend Pool
| pdf : 204
KB
1832 AM Fundamental Canadian Equity Pool
| pdf : 178
KB
U.S. Equity Funds
Scotia U.S. Dividend Fund
| pdf : 197
KB
Scotia U.S. Equity Fund
| pdf : 203
KB
International Equity Funds
Scotia Wealth International Core Equity Pool
| pdf : 202
KB
1832 AM International Growth Equity Pool
| pdf : 172
KB
Scotia Wealth Fundamental International Equity Pool
| pdf : 222
KB
Scotia India Equity Fund
| pdf : 135
KB
Global Equity Funds
Scotia Global Dividend Fund
| pdf : 227
KB
Scotia Global Growth Fund
| pdf : 228
KB
Scotia Global Equity Fund
| pdf : 228
KB
Scotia Wealth World Infrastructure Pool
| pdf : 219
KB
Scotia Wealth Quantitative Global Small Cap Equity Pool
| pdf : 216
KB
Specialty Funds
Index Funds
Scotia Nasdaq Index Fund
| pdf : 199
KB
DynamicEdge Portfolios
DynamicEdge Defensive Portfolio
Dynamic Materials | pdf : 452
KB
DynamicEdge Balanced Portfolio
Dynamic Materials | pdf : 933
KB
DynamicEdge Balanced Growth Portfolio
Dynamic Materials | pdf : 916
KB
DynamicEdge Growth Portfolio
Dynamic Materials | pdf : 950
KB
DynamicEdge Equity Portfolio
Dynamic Materials | pdf : 842
KB
Scotia Selected Portfolios
Scotia Selected Balanced Income Portfolio
| pdf : 256
KB
Scotia Selected Balanced Growth Portfolio
| pdf : 258
KB
Scotia Partners Portfolios
Scotia Partners Balanced Income Portfolio
| pdf : 256
KB
Scotia Partners Balanced Growth Portfolio
| pdf : 259
KB
Scotia INNOVA Portfolios
Scotia INNOVA Balanced Income Portfolio
| pdf : 255
KB
Scotia INNOVA Balanced Growth Portfolio
| pdf : 256
KB
Scotia Essentials Portfolios
Scotia Corporate Class Funds
Scotia Partners Balanced Income Portfolio Class
| pdf : 254
KB
Scotia Partners Balanced Growth Portfolio Class
| pdf : 255
KB
Scotia Partners Growth Portfolio Class
| pdf : 253
KB
Scotia Partners Maximum Growth Portfolio Class
| pdf : 256
KB
Scotia INNOVA Balanced Income Portfolio Class
| pdf : 255
KB
Scotia INNOVA Balanced Growth Portfolio Class
| pdf : 256
KB
LP Funds
1832 AM Canadian Growth LP
| pdf : 178
KB
1832 AM Tactical Asset Allocation ETF LP
| pdf : 171
KB
Scotia Wealth Pools and Pinnacle Portfolios
Scotia Wealth American Core-Plus Bond Pool
| pdf : 227
KB
Scotia Wealth Global Infrastructure Pool
| pdf : 249
KB
Scotia Wealth Income Pool
| pdf : 222
KB
Scotia Wealth International Equity Pool
| pdf : 230
KB
Scotia Wealth International Small To Mid Cap Value Pool
| pdf : 230
KB
Pinnacle Balanced Portfolio
| pdf : 203
KB
Scotia Wealth U.S. Large Cap Growth Pool
| pdf : 279
KB
Alternative Funds