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Fund Overview: Scotia U.S. Value Fund

At a Glance
Investment Objectives To achieve long-term capital growth. It invests primarily in equity securities of U.S. companies
Who Should Invest In This Fund? The fund may be suitable for you if:
  • you want the growth potential of investing in equity securities of large U.S. companies
  • you're investing for at least five years
  • you can accept higher risk
Date Established November 1, 2000
Class Availability Class A, Class F and Class I
Fund Category U.S. Equity
Benchmark Index S&P 500 Index
Distribution Frequency Annually
Portfolio Advisor Metropolitan West Capital Management, LLC
Eligible for Registered Plans? Yes
Management Expense Ratio (MER) 2.43% as at June 30, 2009
Minimum Initial Investment $500
Minimum Subsequent Investment $50
Fund Code BNS391