Scotia Vision Portfolios

Vision Portfolios invest in a range of ScotiaFunds

Retirement. Your children's education. A vacation home. You set the goal and the time horizon. Scotia Vision® Portfolios will help you get there. Scotia Vision Portfolios are innovative investment solutions that provide sophisticated asset allocation strategies that automatically become more conservative over the life of the investment.

Each Scotia Vision Portfolio is a balanced fund, diversified by asset class, investment style, geography and company size. There are eight portfolios to choose from based on your investment profile:

Scotia Vision Conservative 2010 Portfolio

The portfolio will gradually shift its asset mix from an emphasis on equity funds to an emphasis on income and cash equivalent funds as its target date (2010) approaches. get more details

Scotia Vision Aggressive 2010 Portfolio

The portfolio will gradually shift its asset mix from an emphasis on equity funds to an emphasis on income and cash equivalent funds as its target date (2010) approaches. get more details

Scotia Vision Conservative 2015 Portfolio

The portfolio will gradually shift its asset mix from an emphasis on equity funds to an emphasis on income and cash equivalent funds as its target date (2015) approaches. get more details

Scotia Vision Aggressive 2015 Portfolio

The portfolio will gradually shift its asset mix from an emphasis on equity funds to an emphasis on income and cash equivalent funds as its target date (2015) approaches. get more details

Scotia Vision Conservative 2020 Portfolio

The portfolio will gradually shift its asset mix from an emphasis on equity funds to an emphasis on income and cash equivalent funds as its target date (2020) approaches. get more details

Scotia Vision Aggressive 2020 Portfolio

The portfolio will gradually shift its asset mix from an emphasis on equity funds to an emphasis on income and cash equivalent funds as its target date (2020) approaches. get more details

Scotia Vision Conservative 2030 Portfolio

The portfolio will gradually shift its asset mix from an emphasis on equity funds to an emphasis on income and cash equivalent funds as its target date (2030) approaches. get more details

Scotia Vision Aggressive 2030 Portfolio

The portfolio will gradually shift its asset mix from an emphasis on equity funds to an emphasis on income and cash equivalent funds as its target date (2030) approaches. get more details


Unlike other balanced funds whose asset mixes are fixed over a given timeframe, the asset allocation strategy of each Scotia Vision Portfolio changes on an ongoing basis to become more conservative over time and to provide greater stability as the portfolio reaches its target date.

Here's an example of how the asset mix can change over time

Vision fund asset mix changing over time

Pie charts are for illustration purposes only. They do not represent the current or future asset mix of any of the Scotia Vision Portfolios.

Further information is also available in the ScotiaFunds Simplified Prospectus.

Why consider Scotia Vision Portfolios?
  • You're looking for sophisticated diversification and you like to have your investments managed for you.
  • You have a defined financial goal and timeframe in which to realize your goal.
  • You want a single investment that's easy to manage, with one fund, one price and one performance record.
Experienced Management
  • The experienced team at Scotia Capital Inc. manages the Scotia Vision Portfolios. Each portfolio consists of other mutual funds, carefully chosen and combined in a single fund. Ibbotson Associates, Inc. is a special consultant to Scotia Capital Inc. and provides ongoing asset allocation, fund selection guidance, and performance monitoring to help ensure the portfolios meet their objectives.
Ready to invest in ScotiaFunds?

Talk to a Scotia Advisor

  • In Person
    At your local Scotiabank branch
  • By phone 1-800-268-9269
    Mon-Fri (8:00am - 8:00pm)
  • Online
    Existing customers can apply online through Scotia OnLine®.
  • Other convenient ways to invest in ScotiaFunds:
    Contact ScotiaMcLeod to invest online or by phone.

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