| At a Glance |
| Investment Objectives |
To follow an asset allocation strategy that emphasizes a balanced total return. The portfolio will gradually shift its asset mix from an emphasis on equity funds to an emphasis on income and cash equivalent funds as its target date (2030) approaches. It invests primarily in a diversified mix of mutual funds managed by Scotia Securities Inc. and other mutual fund managers. |
| Who Should Invest In This Fund? |
The fund may be suitable for you if:
- you're planning to invest for a period of time consistent with the portfolio’s target date
- you want a core balanced holding that becomes more conservative as its target date approaches, and is well diversified by asset class, investment style, geography and market capitalization
- you can accept medium-to-higher risk
|
| Date Established |
June 10, 2005 |
| Class Availability |
Class A |
| Fund Category |
2020+ Target Date Portfolio |
| Benchmark Index |
25% DEX Universe Bond Index
38% S&P/TSX Composite Index
37% MSCI World Index
|
| Distribution Frequency |
Annually |
| Portfolio Advisor |
Scotia Capital Inc. |
| Eligible for Registered Plans? |
Yes |
| Management Expense Ratio (MER) |
2.35% as at June 30, 2009 |
| Minimum Initial Investment |
$2,500 |
| Minimum Subsequent Investment |
$50 |
| Fund Code |
BNS326 |
