Scotia Conservative Balanced Portfolio
Fund risk - Low to 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.
This portfolio aims to provide income with some long-term capital growth through a significant allocation to money market and fixed income investment funds with some exposure to equity investment funds.
View the key features of the portfolio and the minimum amounts to start investing.
Minimum investment amounts
Fund purchase type
Minimum initial investment
Minimum subsequent purchase
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 modest growth.
- You can accept low to medium risk to your capital.
View portfolio growth, holdings and outlook.
Regulatory documents and resources
View fund prospectus.
Scotiabank & Trust (Cayman) Ltd.
18 Forum Lane, 2nd Floor, Camana Bay
Grand Cayman, P. O. Box 501, KY1-1106
Cayman Islands, BWI
1832 Asset Management L.P.