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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-Bill (1) |
100,000 |
250,000 |
500 |
| Scotia Money Market |
2,000 |
10,000 |
50 |
Scotia
U.S. $ Money Market (2) |
2,000 |
10,000 |
50 |
Scotia
U.S. $ Bond Fund (2) |
500 |
5,000 |
50 |
Scotia Global
Growth Fund (3) |
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
ScotiaFunds (3) |
500 |
5,000 |
50 |
(1) SSI has the right, without notice, to switch your units of Scotia Premium T-Bill Fund for units of Scotia T-Bill Fund if you do not maintain the minimum investment shown here. You will be deemed not to have maintained the minimum investment if the current market value of your units on the last business day of any month is less than the minimum investment shown. You are responsible for switching your investment back to Scotia Premium T-Bill Fund if you are subsequently able to meet the minimum investment shown.
(2) You must use U.S. dollars to buy this fund.
(3) The minimum initial investment for Scotia Diversified Monthly Income Fund, Scotia Canadian Balanced Fund, Scotia Canadian Asset Allocation Fund, and Scotia Global Growth Fund is waived when these funds are purchased through the ican Invest™ Program offered through Scotiabank.
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.
Review Legal and Regulatory Information.
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