DYNAMIC- Equity Growth Scotia Bank

DYNAMIC- Equity Growth Scotia Bank

Investment Outlook:

  • Access a diversified portfolio of actively-managed Dynamic Balanced Fund.
  • Achieve long-term capital growth through the portfolio's target mix of 60% in foreign equity funds and 40% Canadian equity funds.

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
26.80% 8.50% 12.10% -0.30% 17.50% -5.70% 15.90%

COMPOUND RETURNS

1 MO 3 MO 6 MO YTD 1 YR 2 YR 3 YR 5 YR 10 YR INCEP
2.60% 2.70% 15.90% - 4.70% - 10.30% 8.50% 9.70% 6.10%

RISK RATING

Low   Medium   High

ASSET ALOCATION


Common Stocks-US 37.10%
Common Stocks-Foreign 31.20%
Common Stocks-CDN 24.90%
Cash, Short-Term Investments & Other Net Assets 6.80%

GEOGRAPHIC ALLOCATION


United States 37.00%
Canada 24.90%
Continental Europe 11.00%
Emerging 8.90%
Pacific 5.10%
Japan 3.60%
United Kingdom 2.70%

SECTOR ALLOCATION


Information Technology 22.50%
Industrials 12.70%
Consumer Discretionary 10.70%
Financials 10.10%
Health Care 8.40%
Communication Service 7.90%
Consumer Staples 6.60%
Materials 5.00%
Energy 4.60%
Utilities 2.80%
Real Estate 1.90%

CURRENT WEIGHTINGS

Dynamic Global Dividend Fund 19.30%
Dynamic Power Global Growth Class 16.60%
Dynamic Global Equity Fund 14.80%
Dynamic Value Fund Of Canada 12.60%
Dynamic Global Equity Income Fund 8.90%
Dynamic Dividend Fund 7.90%
Dynamic Power Canadian Growth Fund 6.60%
Dynamic Global Infrastructure Fund 6.40%
Dynamic Power Small Cap Fund 3.50%
Dynamic Small Business Fund 3.40%

TOP 10 EQUITY HOLDINGS

Microsoft Corporation 2.90%
Visa Inc., Class "A" 2.10%
lululemon athletica inc. 1.40%
Progressive Corporation (The) 1.40%
Royal Bank of Canada 1.40%
Toronto-Dominion Bank (The) 1.40%
Costco Wholesale Corporation 1.20%
Danaher Corporation 1.20%
MercadoLibre, Inc. 1.20%
PagSeguro Digital Ltd., Class "A" 1.20%

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 2.43%
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
26.80% 8.50% 12.10% -0.30% 17.50% -5.70% 15.90%
1 MO 3 MO 6 MO YTD 1 YR 2 YR 3 YR 5 YR 10 YR INCEP
2.60% 2.70% 15.90% - 4.70% - 10.30% 8.50% 9.70% 6.10%
> Low >   > Medium >   > High

ASSET ALOCATION


Common Stocks-US 37.10%
Common Stocks-Foreign 31.20%
Common Stocks-CDN 24.90%
Cash, Short-Term Investments & Other Net Assets 6.80%

GEOGRAPHIC ALLOCATION


United States 37.00%
Canada 24.90%
Continental Europe 11.00%
Emerging 8.90%
Pacific 5.10%
Japan 3.60%
United Kingdom 2.70%

SECTOR ALLOCATION


Information Technology 22.50%
Industrials 12.70%
Consumer Discretionary 10.70%
Financials 10.10%
Health Care 8.40%
Communication Service 7.90%
Consumer Staples 6.60%
Materials 5.00%
Energy 4.60%
Utilities 2.80%
Real Estate 1.90%

CURRENT WEIGHTINGS

Dynamic Global Dividend Fund 19.30%
Dynamic Power Global Growth Class 16.60%
Dynamic Global Equity Fund 14.80%
Dynamic Value Fund Of Canada 12.60%
Dynamic Global Equity Income Fund 8.90%
Dynamic Dividend Fund 7.90%
Dynamic Power Canadian Growth Fund 6.60%
Dynamic Global Infrastructure Fund 6.40%
Dynamic Power Small Cap Fund 3.50%
Dynamic Small Business Fund 3.40%

TOP 10 EQUITY HOLDINGS

Microsoft Corporation 2.90%
Visa Inc., Class "A" 2.10%
lululemon athletica inc. 1.40%
Progressive Corporation (The) 1.40%
Royal Bank of Canada 1.40%
Toronto-Dominion Bank (The) 1.40%
Costco Wholesale Corporation 1.20%
Danaher Corporation 1.20%
MercadoLibre, Inc. 1.20%
PagSeguro Digital Ltd., Class "A" 1.20%

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 2.43%
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.