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.

Regulatory documents and resources

View fund prospectus.

Prospectus

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

Portfolio management

Craig Maddock, 
CFA, MBA, CFP, FICB
Head, Multi-Asset
Management Team and
Senior Portfolio Manager
33 years’ experience

Yuko Girard, 
CFA, MBA, CAIA, FRM
Portfolio Manager
27 years’ experience

Wesley Blight,
CFA
Portfolio Manager
18 years’ experience

Mark Fairbairn
CFA
Portfolio Manager
15 years’ experience

Ian Taylor,
CFA, CAIA

Portfolio Manager
14 years’ experience

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