| At a Glance |
| Investment Objectives |
To achieve a balance of current income and long-term capital appreciation, with a bias towards capital appreciation. It invests primarily in a diversified mix of equity and income mutual funds managed by other mutual fund managers and Scotia Securities Inc. |
| Who Should Invest In This Fund? |
The fund may be suitable for you if:
- you want a core balanced holding, which is well diversified by asset class, investment style, geography and market capitalization
- you're investing for at least three years
- you can accept medium risk
|
| Date Established |
December 9, 2002 |
| Class Availability |
Class A and Class F |
| Fund Category |
Global Equity Balanced |
| Benchmark Index |
25% DEX Universe Bond Index
33% S&P/TSX Composite Index
42% MSCI World Index
|
| Distribution Frequency |
Annually |
| Portfolio Advisor |
Scotia Capital Inc. |
| Eligible for Registered Plans? |
Yes |
| Management Expense Ratio (MER) |
2.30% as at June 30, 2009 |
| Minimum Initial Investment |
$5,000 |
| Minimum Subsequent Investment |
$50 |
| Fund Code |
BNS348 |
