Scotia US Equity Fund

Fund overview

Fund risk

Fund risk - Medium to high

Reasons to invest

U.S. exposure
Concentrated actively managed, core U.S. equity fund with a focus on investing in companies that have a history of regular dividend payments.

Bottom-up fundamental research
Invests in high quality, well managed businesses with sustainable competitive advantages, strong balance sheets and consistent excess cash flow.

Disciplined core investment style
Disciplined investment process based on fundamental analysis and a long-term perspective to provide consistent risk-adjusted returns, upside participation and downside protection compared to the benchmark.

Investment objective

The Fund provides capital appreciation over the long-term by investing primarily in the equity securities of U.S. companies.

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

Investing, not renting   
An investment philosophy based on buying a fractional ownership interest in a business, geared towards long term investing.

Experienced leadership
Portfolio Manager Dana Love has more than 25 years of portfolio management experience focusing on global equity investments. Mr. Love is also Head of the Core Global Equity Team at Scotia Global Asset Management, which has over 100 years of combined experience managing a range of global, international, and emerging markets equity portfolios.

Active management
An investment approach grounded in original research and insight with a focus on insulating market noise and avoiding emotional extremes and urges.

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.

Downside protection
The fund focuses on providing consistent risk-adjusted returns compared to the index, by investing in dividend-paying U.S. companies.

Performance

View trailing returns, fund holdings and outlook.

Fund prices 

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Regulatory documents and resources

View fund prospectus and financial statements.

Prospectus

Financial statements

Quarterly

Annual

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

Dana Love,  
M.Sc., CFA
Vice President and Senior Portfolio Manager
26 years' experience

Kevin Kaminski, 
MBA, CFA
Portfolio Manager
19 years’ experience

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