Scotia Canadian Equity Fund
Fund overview
Fund risk
Fund risk - Medium to high
Reasons to invest
Increased diversification
Diversified portfolio of Canadian equities with a focus on downside protection.
High quality investments
Obtain exposure to undervalued companies that have been overlooked or misunderstood by the market.
Potential for capital gains
Potentially provide capital gains to investors that have a medium to long-term time horizon and a medium-to-high risk tolerance.
Investment objective
The fund provides exposure to a diversified portfolio of Canadian equities that is actively managed to provide attractive, risk-adjusted returns.
Fund characteristics
View the key features of the fund and the minimum amounts to start investing.
Minimum investment amounts
Fund purchase type | Amount (USD) |
---|---|
Minimum initial investment | 1,000 |
Minimum subsequent purchase | 100 |
Pre-authorized contribution | 100 |
Available in USD and CAD
High quality investments
The Fund invests for the long term in high quality business with well-regarded management teams, solid balance sheets, and key competitive advantages.
Downside protection
The Fund is conservatively managed to offer the potential for better downside protection during periods of market volatility and declines.
Increased diversification
The Fund has the potential to invest up to 20% of its assets in securities in the U.S., which has more investment opportunities than Canada in several industries.
Currency hedging
50% of the Fund’s Canadian dollar denominated assets are currency hedged to reduce volatility due to foreign exchange fluctuations.
Pre-authorized contributions
You can set up a Pre-Authorized Contribution (PAC) to regularly invest in Funds. Investing regularly is one of the simplest ways to take advantage of market volatility and reduce the risks of market timing.
Performance
View trailing returns, fund holdings and outlook.
Scotia Canadian Equity Fund
N/A | pdf : 139
KB
Quarterly Fund Highlights
N/A | pdf : 94
KB
Fund prices
Regulatory documents and resources
View fund prospectus and financial statements.
Prospectus
Scotia Mutual Funds Prospectus
N/A | pdf : 692
KB
Financial Statements
Quarterly
Effective September 30, 2024
N/A | pdf : 85
KB
Quarter ending June 30, 2024
N/A | pdf : 85
KB
Quarter ending March 31, 2024
N/A | pdf : 86
KB
Effective December 31, 2023
N/A | pdf : 1
MB
Effective September 30, 2023
N/A | pdf : 87
KB
Annual
Effective December 31, 2023
N/A | pdf : 474
KB
Effective December 31, 2022
N/A | pdf : 1
MB
Effective December 31, 2021
N/A | pdf : 900
KB
Effective December 31, 2020
N/A | pdf : 630
KB
Effective December 31, 2019
N/A | pdf : 407
KB
Fund administrator
Scotiabank & Trust (Cayman) Ltd.
18 Forum Lane, 2nd Floor, Camana Bay
Grand Cayman, P. O. Box 501, KY1-1106
Cayman Islands, BWI
Portfolio management
Don Simpson
1832 Asset Management L.P.
Eric Mencke
1832 Asset Management L.P.
Ready to get started on your journey?
Receive a unique team-based approach for your life, your family, your business.
Let us know how best to reach you.
Open an account
Let’s walk you through the process.
Contact us
We want to hear from you.