Scotia US Equity Fund
Fund risk: medium-high
Investment objective
The investment objective of the Fund is to provide income and modest capital appreciation over the medium to long-term.
The Fund invests primarily in high quality US Dollar denominated fixed income securities issued by governments and corporations from the Caribbean region. The portfolio manager primarily uses yield curve and credit analysis to select individual investments and to manage the Fund.
Reasons for investing
U.S. exposure
- Concentrated actively managed, core U.S. equity fund with a focus on investing in companies that have a history of regular dividend payments.
Bottom-up fundamental research
- Invests in high quality, well managed businesses with sustainable competitive advantages, strong balance sheets and consistent excess cash flow.
Disciplined core investment style
- Disciplined investment process based on fundamental analysis and a long-term perspective to provide consistent risk-adjusted returns, upside participation and downside protection compared to the benchmark.
Additional features
Active management
An investment approach grounded in original research and insight with a focus on insulating market noise and avoiding emotional extremes and urges.
Downside protection
The fund focuses on providing consistent risk-adjusted returns compared to the index, by investing in dividend-paying U.S. companies.
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.
Convenience
Invest for the long term in a well diversified and professionally managed fund without a large capital outlay. Investments can be made in either USD or CAD.
Investing, not renting
An investment philosophy based on buying a fractional ownership interest in a business, geared towards long term investing.
Additional information
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