iMarche
Scotia Selected Balanced Growth Portfolio
Investment Outlook:
Invests in a mix of ScotiaFunds diversified by asset class, geographic region, economic sector and investment style, aiming to maximize returns while managing risk.
Rigorous portfolio construction by an experienced team combined with regular monitoring and daily cash flow rebalancing help to ensure each portfolio stays on track.
From creating the optimal asset mix and selecting funds, to their monitoring and rebalancing, each portfolio delivers convenience and simplicity.
PERFORMANCE
RETURN CALCULATOR
Estimated Returns
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with 00 % annual returns
CALENDAR RETURNS
| 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 |
|---|---|---|---|---|---|---|
| 12.71% | 9.04% | 4.94% | 4.27% | 7.61% | -3.17% | 9.77% |
COMPOUND RETURNS
| 1 MO | 3 MO | 6 MO | YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | INCEP |
|---|---|---|---|---|---|---|---|---|---|
| 2.00% | 1.94% | 9.77% | - | 5.23% | - | 4.59% | 5.82% | 5.23% | 6.38% |
RISK RATING
CANADIAN EQUITY
| Canadian Income-Focused Equity | 18.70% |
| Canadian Small/Mid Cap Equity | 5.00% |
| Canadian Core Equity | 1.30% |
FIXED INCOME
| Canadian Fixed Income | 42.20% |
| Higher Income | 2.20% |
| Foreign Income-Focused Equity | 10.20% |
| Foreign Small/Mid Cap Equity | 2.00% |
FOREIGN EQUITY
| Foreign Core Equity | 18.30% |
FIXED INCOME
| Dynamic Total Return Bond Fund | 15.62% |
| Scotia Canadian Income Fund | 13.38% |
| Dynamic Canadian Bond Fund | 6.69% |
| Scotia Private Canadian Corporate Bond Pool | 2.24% |
CANADIAN EQUITY
| Scotia Canadian Dividend Fund | 11.28% |
| Dynamic Dividend Advantage Fund | 7.46% |
| Dynamic Small Business Fund | 5.02% |
| Scotia Canadian Growth Fund | 1.25% |
FOREIGN EQUITY
| Scotia Global Dividend Fund | 10.14% |
| Scotia Global Growth Fund | 10.13% |
| Scotia Global Equity Fund | 6.05% |
| Scotia Global Small Cap Fund | 2.03% |
| Scotia Global Small Cap Fund | 2.01% |
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 | 17.11% |
| 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 |
|---|---|---|---|---|---|---|
| 12.71% | 9.04% | 4.94% | 4.27% | 7.61% | -3.17% | 9.77% |
| 1 MO | 3 MO | 6 MO | YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | INCEP |
|---|---|---|---|---|---|---|---|---|---|
| 2.00% | 1.94% | 9.77% | - | 5.23% | - | 4.59% | 5.82% | 5.23% | 6.38% |
CANADIAN EQUITY
| Canadian Income-Focused Equity | 18.70% |
| Canadian Small/Mid Cap Equity | 5.00% |
| Canadian Core Equity | 1.30% |
FIXED INCOME
| Canadian Fixed Income | 42.20% |
| Higher Income | 2.20% |
| Foreign Income-Focused Equity | 10.20% |
| Foreign Small/Mid Cap Equity | 2.00% |
FOREIGN EQUITY
| Foreign Core Equity | 18.30% |
FIXED INCOME
| Dynamic Total Return Bond Fund | 15.62% |
| Scotia Canadian Income Fund | 13.38% |
| Dynamic Canadian Bond Fund | 6.69% |
| Scotia Private Canadian Corporate Bond Pool | 2.24% |
CANADIAN EQUITY
| Scotia Canadian Dividend Fund | 11.28% |
| Dynamic Dividend Advantage Fund | 7.46% |
| Dynamic Small Business Fund | 5.02% |
| Scotia Canadian Growth Fund | 1.25% |
FOREIGN EQUITY
| Scotia Global Dividend Fund | 10.14% |
| Scotia Global Growth Fund | 10.13% |
| Scotia Global Equity Fund | 6.05% |
| Scotia Global Small Cap Fund | 2.03% |
| Scotia Global Small Cap Fund | 2.01% |
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 | 17.11% |
| REGISTERED PLAN ELIGIBILITY | RRSP, RESP, and TFSA |
| OTHER IMPORTANT LINKS | Click here |