| At a Glance |
| Investment Objectives |
To provide a balance between earning income and obtaining capital growth over the long term. It invests primarily in a broad range of Canadian equity and fixed income securities. |
| Who Should Invest In This Fund? |
The fund may be suitable for you if:
- you want both interest income and growth through allocation among the three major asset classes
- you're investing for at least three years
- you can accept medium risk
|
| Date Established |
May 7, 1990 |
| Class Availability |
Class A and Class F |
| Fund Category |
Canadian Neutral Balanced |
| Benchmark Index |
55% S&P/TSX Composite Index
45% DEX Universe Bond Index
|
| Distribution Frequency |
Quarterly |
| Portfolio Advisor |
Scotia Cassels Investment Counsel Limited |
| Eligible for Registered Plans? |
Yes |
| Management Expense Ratio (MER) |
1.98% as at June 30, 2009 |
| Minimum Initial Investment |
$500 |
| Minimum Subsequent Investment |
$50 |
| Fund Code |
BNS378 |
