Scotia Selected Portfolios

Portfolios that are constructed and managed to help you meet your financial goals

When it comes to investing, there are many things to consider: your investment goals, time horizon, tolerance for risk and investment knowledge.

These considerations underpin Scotia Selected® Portfolios, a family of mutual fund portfolios. We look after your portfolio so you can look after the other important things in your life.

Built on the strength of the ScotiaFunds™ family of mutual funds and the sound investment processes of its portfolio advisors, each of the Selected Portfolios has been designed to provide you with a diversified, rigorous and convenient investment solution.

Whether you are a conservative investor or more growth oriented, Scotia Selected Portfolios meet a range of distinct investor needs:

Scotia Selected Income Portfolio

The portfolio's objective is to achieve a combination of a steady flow of income with the potential for capital gains. It invests primarily in a diversified mix of equity and income mutual funds managed by us and by affiliated mutual fund companies. get more details

Scotia Selected Balanced Income Portfolio

The portfolio's objective is to achieve a balance of current income and long-term capital appreciation, with a bias towards income. It invests primarily in a diversified mix of ScotiaFunds and Dynamic Funds. The fund is designed for investors with at least a low-medium risk tolerance and has a medium-long term recommended holding period. get more details

Scotia Selected Balanced Growth Portfolio

The portfolio's objective is to achieve a balance of current income and long-term capital appreciation, with a small bias towards capital appreciation. It invests primarily in a diversified mix of ScotiaFunds and Dynamic Funds. The fund is designed for investors with at least a medium risk tolerance and has a medium-long term recommended holding period. get more details

Scotia Selected Growth Portfolio

The portfolio's objective is to achieve a balance of current income and long-term capital appreciation, with a bias towards capital appreciation. It invests primarily in a diversified mix of ScotiaFunds and Dynamic Funds. The fund is designed for investors with at least a medium risk tolerance and has a long term recommended holding period. get more details

Scotia Selected Maximum Growth Portfolio

The portfolio's objective is long-term capital appreciation. It invests primarily in a diversified mix of equity ScotiaFunds and Dynamic Funds, with additional stability derived from investments in income ScotiaFunds and Dynamic Funds. The portfolio is designed for investors with at least a medium-high risk tolerance and has a long term recommended holding period. get more details


Curious? Want to know more?

All Scotia Selected Portfolios are available for both registered and non-registered plans and require an initial minimum investment of $2,500. After the initial investment amount has been met, you can conveniently invest subsequent amounts of $50 or more to help you reach your goals.

Your Scotia advisor can provide you with further information about each of the Selected Portfolios and help determine the right fit for you.

Further information is also available in the ScotiaFunds Simplified Prospectus.

Diversified

Each portfolio invests in a mix of funds that is diversified by asset class, geographic region, economic sector and investment style. This comprehensive and prudent approach to building portfolios aims to maximize returns while managing risk.

Rigorous

Each Selected Portfolio has been rigorously constructed by ScotiaFunds' experienced team of investment analysts and asset allocation experts. Regular monitoring and daily cash flow rebalancing help to ensure the portfolios are responsive to market changes and stay on track.

Convenient

Once you and your Scotia® advisor determine which portfolio is right for you, our investment professionals look after the rest. From creating the optimal asset mix and selecting funds for each portfolio, to their regular monitoring and ongoing rebalancing, Selected Portfolios deliver convenience and simplicity: one fund, one performance record and one statement.