Scotia Selected Balanced Growth Portfolio

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



Min. Investment amount 100
if 000000 invested every month for 0 year

Estimated Returns
0000000000

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

Low   Medium   High

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


Min. Investment amount 100
if 000000 invested every month for 0 year

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%
> Low >   > Medium >   > High

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

About iMarche and iMarche Learn: The content is provided for informational purposes only, is not intended as investment advice, and is not meant to suggest that a particular investment or strategy is suitable for any particular investor. If you’re unsure about an investment, you may wish to obtain advice from a qualified professional. Nothing herein should be considered an offer, solicitation of an offer, or advice to buy or sell securities. It’s also important to remember that past performance is no guarantee of future results.

IMarche and/or iMarche Learn shall assume no liability in case of any financial loss.