Registered Plans and Investment Minimums

Whether you're saving for retirement, or a child's higher education, Scotiabank Group has all the registered plan options you need to help you reach your investment goals.

The minimum initial investment amount for Class A units of most ScotiaFunds is $500 in all registered plans, except retirement income funds (RRIFs). Scotia Global Growth Fund is available for a lower investment amount of $100.

The minimum additional investment amount (including pre-authorized contributions) for Class A units of most ScotiaFunds is $50 per month in all registered savings plans. Scotia Global Growth Fund is available for a lower additional investment amount of $25 per month.

The minimum initial and additional investment amounts for Class A units of all ScotiaFunds.
Fund/Category Minimum Initial Investment ($) Minimum
Additional
Inv. ($)
Scotia Reg. Plans
(except RRIFs)
Scotia RRIFs
Scotia T-Bill 2,000 10,000 50
Scotia Premium T-Bill1 100,000 250,000 500
Scotia Money Market 2,000 10,000 50
Scotia U.S. $ Money Market2 2,000 10,000 50
Scotia U.S. $ Bond Fund2 500 5,000 50
Scotia Global Growth Fund3 100 5,000 25
All Scotia Index Funds 1,000 5,000 50
Scotia Selected Portfolios 2,500 2,500 50
Scotia Partners Portfolios 5,000 5,000 50
Scotia Vision Portfolios 2,500 2,500 50
All Other ScotiaFunds3 500 5,000 50

For detailed information on minimum initial and additional investment amounts for all classes of ScotiaFunds, including Advisor Class units, please refer to the applicable ScotiaFunds Simplified Prospectus.

Convenient ways to invest in ScotiaFunds