Scotia Conservative Portfolio

Portfolio overview

Fund risk

Fund risk - Low to 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 through a majority allocation to money market and fixed income investment funds with minimal exposure to 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 a conservative investment that offers the potential for income.
You can accept low to medium risk to your capital.

Performance

View portfolio growth, holdings and outlook.

Scotia Conservative Portfolio
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Quarterly Fund Highlights
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Regulatory documents and resources

View fund prospectus.

Prospectus

Scotia Mutual Funds Prospectus
N/A | pdf : 689 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