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Scotia US Equity Fund

Fund overview

Fund risk

Fund risk - Medium to high

Reasons to invest

Enhanced diversification
Strategic allocation to multiple factors provides enhanced diversification to U.S. equities.

Lower volatility
Actively managed using multiple concurrent strategies to maximise total return while minimising risk relative to the benchmark.

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 diversified exposure to U.S. equities through an actively managed, core portfolio of ETFs that provides the potential for less volatility, better downside protection, and higher risk-adjusted returns than a broad market cap weighted index.

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

Enhanced diversification
Strategic allocation to multiple factors provides enhanced diversification to U.S. equities.

Lower volatility
Diversified exposure to primarily factor-based ETFs aims to provide more consistent performance relative to the benchmark.

Downside protection
The Fund has been conservatively constructed and managed to offer the potential for better downside protection during periods of market volatility.

Periodic review
Each ETF in the Fund is selected using a systematic approach and the allocation to each factor is periodically adjusted to manage portfolio risk and return due to changes in the market environment.

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.

Fund prices 

View daily navs

Regulatory documents and resources

View fund prospectus and financial statements.

Prospectus

Financial statements

Fund administrator

Scotiabank & Trust (Cayman) Ltd.
18 Forum Lane, 2nd Floor, Camana Bay
Grand Cayman, P. O. Box 501, KY1-1106
Cayman Islands, BWI
customercarecayman@scotiabank.com

Portfolio management

Judith Chan
1832 Asset Management L.P.

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