Scotia Aria Conservative  Pay

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



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
- - 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

Low   Medium   High

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


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
- - 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%
> Low >   > Medium >   > High

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

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.