With the Scotia Portfolios you can rest assured that your investment plan stays tailored to you, no matter what the markets do over time.
Click on any Scotia Portfolios to download a Portfolio overview that also includes the most up to date performance and portfolio breakdown.
Scotia Conservative Portfolio [PDF: 147 kb]
Investment Objective: To earn a modest income while protecting your principal. The value of this portfolio will fluctuate modestly from time to time.
Scotia Conservative Balanced Portfolio [PDF: 150 kb]
Investment Objective: A high level of income with some growth potential. The value of this portfolio will fluctuate modestly from time to time.
Scotia Balanced Portfolio [PDF: 149 kb]
Investment Objective: Growth with some income. The value of this portfolio will fluctuate from time to time.
Scotia Balanced Growth Portfolio [PDF: 150 kb]
Investment Objective: To achieve a high level of growth with some income potential. The total value of this portfolio will fluctuate considerably from time to time.
Scotia Growth Portfolio [PDF: 150 kb]
Investment Objective: To achieve the maximum potential growth over the long term. The total value of this portfolio will fluctuate extremely from time to time
Five Unique Portfolios
Each of our mutual funds portfolios is designed for a unique investor profile, from the more conservative Preservation of Capital to the most Aggressive Growth portfolio. By completing the Investment Selector, we can help you select the portfolio to best help you reach your goals.
Asset Allocation at your Finger Tips
Asset allocation is key to any well diversified portfolio. The performance of asset classes, including cash equivalents, fixed income and equities, can vary year over year. Spreading your assets across multiple asset classes ensures that you don't have all your eggs in one basket.
Automatic Quarterly Rebalancing
Every calendar quarter Scotia Portfolios are reviewed to ensure that weightings of the underlying Scotia Funds in your portfolio do not deviate from their prescribed weightings. In the event of a deviation of 3.0% or greater in either direction, the portfolio is rebalanced back to those original weightings.
As you take advantage of high performance markets, automatic rebalancing, when necessary, ensures you lock in those gains and redistribute your investment dollars to the optimal allocation in the portfolio. This can help reduce the amount of volatility in your portfolio, with the potential for more stable returns over time.
Professionally Managed Mutual Funds Each of the funds that are included in the portfolios is managed by expert managers from around the world, including managers that are part of the Scotiabank Group.
Pre-Authorized Contributions You can set up an Pre-Authorized Contribution (PAC) to regularly invest in your portfolio. Investing regularly is one of the simplest ways to take advantage of market volatility and reduce the risks of market timing.