Scotia Balanced Growth Portfolio

Portfolio overview

Fund risk

Fund risk - Medium

Reasons to invest

Convenient
Convenient access to a mix of Scotia Funds that are diversified by asset class, sector and geographic region.

Optimal level of risk and return
Rigorous portfolio construction process provides an optimal level of risk and return.

Regular asset allocation review
Automatic quarterly rebalancing and a regular asset allocation review allows the portfolio to stay on track.

Investment objective

This portfolio aims to provide long-term capital growth with some income through a significant allocation to equity investment funds with some exposure to fixed income investment funds.

Portfolio characteristics

View the key features of the portfolio and the minimum amounts to start investing.

Minimum investment amounts

Fund purchase type	Amount (USD)
Minimum initial investment	5,000
Minimum subsequent purchase	100
Pre-authorized contribution	100

This Scotia portfolio is right for you if

You are investing for the medium to long-term.
You want an investment that offers the potential for growth and modest income.
You can accept medium risk to your capital.

Performance

View portfolio growth, holdings and outlook.

Scotia Balanced Growth Portfolio
N/A | pdf : 151 KB

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Quarterly Fund Highlights
N/A | pdf : 136 KB

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Regulatory documents and resources

View fund prospectus.

Prospectus

Scotia Mutual Funds Prospectus
N/A | pdf : 692 KB

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Portfolio 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