Scotia US Equity Fund

Investment objective

The Fund provides diversified exposure to U.S. equities through an actively managed, core portfolio of ETFs that provides the potential for less volatility, better downside protection, and higher risk-adjusted returns than a broad market cap weighted index.The Fund provides diversified exposure to U.S. equities through an actively managed, core portfolio of ETFs that provides the potential for less volatility, better downside protection, and higher risk-adjusted returns than a broad market cap weighted index.The Fund provides diversified exposure to U.S. equities through an actively managed, core portfolio of ETFs that provides the potential for less volatility, better downside protection, and higher risk-adjusted returns than a broad market cap weighted index.

Fund risk: med-high

    Reasons for investing

  • A multi-strategy approach to investing in U.S. equities within a single Fund with diversification across factor-based ETFs.
  • Actively managed using multiple concurrent strategies to maximise total return while minimising risk relative to the benchmark.
  • Potentially provide capital gains to investors that have a long-term time horizon and a medium-to-high risk tolerance.

Additional features.

Diversification

Strategic allocation to multiple factors provides enhanced diversification to U.S. equities.

Lower volatility

Actively managed using multiple concurrent strategies to maximise total return while minimising risk relative to the benchmark.

Potential for capital gains

Potentially provide capital gains to investors that have a medium to long-term time horizon and a medium-to-high risk tolerance.

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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