Scotia US Dollar Bond Fund

Investment objective

The Fund provides diversified exposure to core investment grade U.S. bonds with potential allocations to fixed-income securities in other asset classes, such as high yield, international, and emerging markets.

Fund risk: low-med

    Reasons for investing

Reasons to invest

• Actively managed, core U.S. bond fund that is well diversified across fixed income sectors and maturity dates.

 

• Primarily invested in U.S. government and corporate bonds, mortgage and asset backed securities with tactical allocations to high yield, global developed and emerging markets bonds.

 

• Seeks to add value with a team based approach that makes top-down, economic based investment decisions combined with bottom-up security selection, sector allocation, duration management and yield curve positioning.

 

• Follows a team-based approach that seeks to add value through sector allocation, duration management, yield curve positioning and security selection with a disciplined research-driven investment process to deliver risk-adjusted returns.

Additional features.

Diversification

Diversification reduces volatility while improving long term risk adjusted returns by investing across both local and international equity markets, and multiple asset classes.

Liquidity

Provides investors with regular and instant access to their funds with no market or transaction fees.

Convenience

invest for the medium to long term, in a well diversified and professionally managed fund without a large capital outlay.

Pre-authorized contributions (PAC)

Set up a Pre-Authorized Contribution (PAC) to regularly invest in Funds. Investing regularly is one of the simplest ways to take advantage of market volatility and reduce the risks of market timing.

Professional management

Scotia Investments’ Fund Managers have been managing portfolios for over 20 years. They maintain a disciplined approach to fixed income investing that focuses on credit quality, duration and the interest rate cycle.


Additional Information

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