Scotia US Dollar Bond Fund

Fund overview

Fund risk

Fund risk - Low to medium

Reasons to invest

Actively managed, core U.S. bond fund that is well diversified across fixed income sectors and maturity dates.

Primarily invested in U.S. government and corporate bonds, mortgage and asset backed securities with tactical allocations to high yield, global developed and emerging markets bonds.

Seeks to add value with a team based approach that makes top-down, economic based investment decisions combined with bottom-up security selection, sector allocation, duration management and yield curve positioning.

Follows a team-based approach that seeks to add value through sector allocation, duration management, yield curve positioning and security selection with a disciplined research-driven investment process to deliver risk-adjusted returns

Investment objective

The Fund provides diversified exposure to core investment grade U.S. bonds with potential allocations to fixed-income securities in other asset classes, such as high yield, international, and emerging markets.

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 and return potential
The Fund’s core U.S. bond holdings are complemented by exposure to bonds in other fixed-income asset classes that provide the potential for enhanced diversification and return.

Portfolio manager
Payden & Rygel is a global investment management firm that is focused on active fixed-income management.

Superior risk-adjusted returns
The Fund takes a long-term view and uses multiple concurrent strategies to provide the potential for more consistent outperformance with minimal risk.

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

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

Michael E. Salvay, CFA  
Managing Director - Payden & Rygel
Investing experience - 39 years

Timothy J. Crawmer, CFA
Director - Payden & Rygel
Investing experience - 24 years

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