iMarche
Scotia Selected Income Portfolio
Investment Outlook:
Income strategy - optimized, multi-asset class portfolio aimed at delivering a higher level of income, while providing a measure
Monthly income - the portfolio can be expected to pay a variable monthly income stream and is suitable for investors seeking regular income
Regular rebalancing and monitoring - rigorous portfolio construction by an experienced team combined with regular monitoring and daily cash flow rebalancing help to ensure each portfolio stays on track.
PERFORMANCE
RETURN CALCULATOR
Estimated Returns
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with 00 % annual returns
CALENDAR RETURNS
| 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 |
|---|---|---|---|---|---|---|
| 5.00% | 8.40% | 2.87% | 2.51% | 3.34% | -0.66% | 7.01% |
COMPOUND RETURNS
| 1 MO | 3 MO | 6 MO | YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | INCEP |
|---|---|---|---|---|---|---|---|---|---|
| 1.27% | 1.93% | 7.01% | - | 6.18% | - | 3.36% | 3.51% | - | 4.43% |
RISK RATING
CANADIAN EQUITY
| Canadian Income-Focused Equity | 10.40% |
| Canadian Small/Mid Cap Equity | 1.80% |
FIXED INCOME
| Canadian Fixed Income | 74.80% |
FOREIGN EQUITY
| Foreign Income-Focused Equity | 9.10% |
| Foreign Core Equity | 4.00% |
FIXED INCOME
| Dynamic Canadian Bond Fund | 22.44% |
| Scotia Canadian Income Fund | 18.98% |
| Dynamic Total Return Bond Fund | 18.48% |
| Scotia Private Canadian Corporate Bond Pool | 14.99% |
CANADIAN EQUITY
| Scotia Canadian Dividend Fund | 7.81% |
| Dynamic Dividend Advantage Fund | 2.52% |
| Dynamic Small Business Fund | 1.78% |
FOREIGN EQUITY
| Scotia Global Dividend Fund | 8.99% |
| Scotia Global Growth Fund | 4.01% |
TAX IMPLICATIONS
In general, you'll have to pay income tax on any money you make on a fund. How much you pay depends on the tax laws where you live and whether or not you hold the fund in a registered plan, such as a Registered Retirement Savings Plan or a Tax-Free Savings Account. This plan can be held in the following registered plans- RRSP, TFSA, RESP, besides any other non-registered accounts.
Keep in mind that if you hold your fund in a non-registered account, fund distributions are included in your taxable income for each year that you hold the fund, whether you get them in cash or have them reinvested.
We recommend that you talk to your tax advisor to get an in-depth idea of your tax liability.
Other Details
| MER | 1.77% |
| REGISTERED PLAN ELIGIBILITY | RRSP, RESP, and TFSA |
| OTHER IMPORTANT LINKS | Click here |
Estimated Returns
0000000000
with 00 % annual returns
| 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 |
|---|---|---|---|---|---|---|
| 5.00% | 8.40% | 2.87% | 2.51% | 3.34% | -0.66% | 7.01% |
| 1 MO | 3 MO | 6 MO | YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | INCEP |
|---|---|---|---|---|---|---|---|---|---|
| 1.27% | 1.93% | 7.01% | - | 6.18% | - | 3.36% | 3.51% | - | 4.43% |
CANADIAN EQUITY
| Canadian Income-Focused Equity | 10.40% |
| Canadian Small/Mid Cap Equity | 1.80% |
FIXED INCOME
| Canadian Fixed Income | 74.80% |
FOREIGN EQUITY
| Foreign Income-Focused Equity | 9.10% |
| Foreign Core Equity | 4.00% |
FIXED INCOME
| Dynamic Canadian Bond Fund | 22.44% |
| Scotia Canadian Income Fund | 18.98% |
| Dynamic Total Return Bond Fund | 18.48% |
| Scotia Private Canadian Corporate Bond Pool | 14.99% |
CANADIAN EQUITY
| Scotia Canadian Dividend Fund | 7.81% |
| Dynamic Dividend Advantage Fund | 2.52% |
| Dynamic Small Business Fund | 1.78% |
FOREIGN EQUITY
| Scotia Global Dividend Fund | 8.99% |
| Scotia Global Growth Fund | 4.01% |
In general, you'll have to pay income tax on any money you make on a fund. How much you pay depends on the tax laws where you live and whether or not you hold the fund in a registered plan, such as a Registered Retirement Savings Plan or a Tax-Free Savings Account. This plan can be held in the following registered plans- RRSP, TFSA, RESP, besides any other non-registered accounts.
Keep in mind that if you hold your fund in a non-registered account, fund distributions are included in your taxable income for each year that you hold the fund, whether you get them in cash or have them reinvested.
We recommend that you talk to your tax advisor to get an in-depth idea of your tax liability.
| MER | 1.77% |
| REGISTERED PLAN ELIGIBILITY | RRSP, RESP, and TFSA |
| OTHER IMPORTANT LINKS | Click here |