iMarche
Scotia Aria Conservative Pay
Investment Outlook:
A fundamental building block of retirement planning.
Exclusive investment management with a conservative approach to asset allocation.
Composed of a blend of ScotiaFunds, Scotia Private Pools and other investments.
PERFORMANCE
RETURN CALCULATOR
Estimated Returns
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with 00 % annual returns
CALENDAR RETURNS
| 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 |
|---|---|---|---|---|---|---|
| - | - | 1.41% | 5.10% | 4.92% | -2.42% | 7.40% |
COMPOUND RETURNS
| 1 MO | 3 MO | 6 MO | YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | INCEP |
|---|---|---|---|---|---|---|---|---|---|
| 1.49% | 1.96% | 7.40% | - | 4.97% | - | 4.27% | - | - | 3.60% |
RISK RATING
CANADIAN EQUITY
| Canadian Income-Focused Equity | 8.60% |
| Canadian Core Equity | 3.60% |
| Canadian Small/Mid Cap Equity | 3.00% |
FIXED INCOME
| Canadian Fixed Income | 48.70% |
| Foreign Fixed Income | 17.50% |
| Higher Income | 3.50% |
FOREIGN EQUITY
| Foreign Income-Focused Equity | 8.30% |
| Foreign Core Equity | 3.80% |
| Foreign Income-Focused Specialty Equity | 3.00% |
FIXED INCOME
| Scotia Total Return Bond Lp | 24.43% |
| Scotia Private Canadian Corporate Bond Pool | 13.97% |
| Pimco Monthly Income Fund | 10.47% |
| Dynamic Canadian Bond Fund | 10.46% |
| Scotia Private American Core-Plus Bond Pool .. | 6.99% |
| Scotia Private High Yield Income Pool . | 3.47% |
CANADIAN EQUITY
| Scotia Canadian Dividend Fund | 7.06% |
| Ci Cambridge Canadian Equity Corporate Class | 3.54% |
| Dynamic Small Business Fund | 3.05% |
| Dynamic Dividend Advantage Fund | 1.51% |
FOREIGN EQUITY
| Scotia Global Dividend Fund | 6.77% |
| Scotia Private International Equity Pool | 3.78% |
| Scotia Private Options Income Pool | 2.00% |
| Scotia U.S. Dividend Growers Lp | 1.51% |
| Dynamic Global Infrastructure Fund | 1.01% |
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 | 1.48% |
| 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 |
|---|---|---|---|---|---|---|
| - | - | 1.41% | 5.10% | 4.92% | -2.42% | 7.40% |
| 1 MO | 3 MO | 6 MO | YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | INCEP |
|---|---|---|---|---|---|---|---|---|---|
| 1.49% | 1.96% | 7.40% | - | 4.97% | - | 4.27% | - | - | 3.60% |
CANADIAN EQUITY
| Canadian Income-Focused Equity | 8.60% |
| Canadian Core Equity | 3.60% |
| Canadian Small/Mid Cap Equity | 3.00% |
FIXED INCOME
| Canadian Fixed Income | 48.70% |
| Foreign Fixed Income | 17.50% |
| Higher Income | 3.50% |
FOREIGN EQUITY
| Foreign Income-Focused Equity | 8.30% |
| Foreign Core Equity | 3.80% |
| Foreign Income-Focused Specialty Equity | 3.00% |
FIXED INCOME
| Scotia Total Return Bond Lp | 24.43% |
| Scotia Private Canadian Corporate Bond Pool | 13.97% |
| Pimco Monthly Income Fund | 10.47% |
| Dynamic Canadian Bond Fund | 10.46% |
| Scotia Private American Core-Plus Bond Pool .. | 6.99% |
| Scotia Private High Yield Income Pool . | 3.47% |
CANADIAN EQUITY
| Scotia Canadian Dividend Fund | 7.06% |
| Ci Cambridge Canadian Equity Corporate Class | 3.54% |
| Dynamic Small Business Fund | 3.05% |
| Dynamic Dividend Advantage Fund | 1.51% |
FOREIGN EQUITY
| Scotia Global Dividend Fund | 6.77% |
| Scotia Private International Equity Pool | 3.78% |
| Scotia Private Options Income Pool | 2.00% |
| Scotia U.S. Dividend Growers Lp | 1.51% |
| Dynamic Global Infrastructure Fund | 1.01% |
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 | 1.48% |
| REGISTERED PLAN ELIGIBILITY | RRSP, RESP, and TFSA |
| OTHER IMPORTANT LINKS | Click here |