Scotia Balanced 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 income and long-term capital growth through a significant allocation to fixed income and equity 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 income and growth.
- You can accept medium risk to your capital.
Performance
View portfolio growth, holdings and outlook.
Scotia Balanced Portfolio
N/A | pdf : 152
KB
Quarterly Fund Highlights
N/A | pdf : 142
KB
Regulatory documents and resources
View fund prospectus.
Prospectus
Scotia Mutual Funds Prospectus
N/A | pdf : 692
KB
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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