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Scotia Balanced Portfolio

Portfolio overview

Fund risk

Fund risk -  Medium

Reasons to invest

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


Minimum subsequent purchase


Pre-authorized contribution


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.


View portfolio growth, holdings and outlook.

Regulatory documents and resources

View fund 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


Portfolio management

Judith Chan
1832 Asset Management L.P.

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