| At a Glance |
| Investment Objectives |
To provide regular monthly income and some capital appreciation. It invests primarily in a diversified portfolio of income generating securities, such as dividend paying common shares, preferred shares, investment grade bonds, convertible debentures, mortgages, high yield bonds, asset-backed and mortgage-backed securities and income trust units. |
| Who Should Invest In This Fund? |
The fund may be suitable for you if:
- you want regular monthly income
- you're investing for at least three years
- you can accept medium risk
|
| Date Established |
June 10, 2005 |
| Class Availability |
Class A, Class F and Advisor Class |
| Fund Category |
Canadian Neutral Balanced |
| Benchmark Index |
55% DEX Universe Bond Index
45% S&P/TSX Composite Index
|
| Distribution Frequency |
Monthly |
| Portfolio Advisor |
Scotia Cassels Investment Counsel Limited |
| Eligible for Registered Plans? |
Yes |
| Management Expense Ratio (MER) |
1.40% as at June 30, 2009 |
| Minimum Initial Investment |
$500 |
| Minimum Subsequent Investment |
$50 |
| Fund Code |
BNS339 |
