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.
About the Scotia Vision Portfolios
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:
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
Pie charts are for illustration purposes only. They do not represent the current or future asset mix of any of the Scotia Vision Portfolios.
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.
How much do you need to invest?
The minimum initial investment is $2,500. Minimum subsequent investments are $50.
Want more information?
You'll find more information on the Scotia Vision Portfolios in their Simplified Prospectus or by talking to your Scotia Securities Inc. mutual fund representative.
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