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 that are constructed and managed to help you meet your financial goals. 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.
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.
Now, that's one easy investment decision.
Whether you are a conservative investor or more growth oriented, Scotia Selected Portfolios meet a range of distinct investor needs:
Asset Allocation
Based upon the model portfolios created by our investment experts, each portfolio includes investment in three of the major asset classes: fixed income, Canadian equities and foreign equities. The asset allocation of each portfolio is instrumental in managing risk and capturing long-term performance:
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.
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