| At a Glance |
| Investment Objectives |
To obtain capital growth over the long term, while providing modest income. It invests primarily in a broad range of Canadian equity and fixed income securities. It may also invest in equity and fixed income securities around the world. |
| Who Should Invest In This Fund? |
The fund may be suitable for you if:
- you want growth through allocation among the three major asset classes
- you're investing for the long term
- you can accept medium risk
|
| Date Established |
April 18, 1989 |
| Class Availability |
Class A, Class F and Advisor Class |
| Fund Category |
Tactical Balanced |
| Benchmark Index |
40% DEX Universe Bond Index
40% S&P/TSX Composite Index
20% MSCI World Index
|
| Distribution Frequency |
Quarterly |
| Portfolio Advisor |
Connor, Clark and Lunn Investment Management |
| Eligible for Registered Plans? |
Yes |
| Management Expense Ratio (MER) |
2.04% as at December 31, 2009 |
| Minimum Initial Investment |
$500 |
| Minimum Subsequent Investment |
$50 |
| Fund Code |
BNS371 |
