| At a Glance |
| Investment Objectives |
To achieve a balance of current income and long-term capital appreciation, with a significant bias towards income. It invests primarily in a diversified mix of mutual funds, and/or equity securities and/or fixed income securities located anywhere in the world. |
| Who Should Invest In This Fund? |
The fund may be suitable for you if:
- you want a balanced holding with a significant bias towards income, which is diversified by asset class, investment style, geography and market capitalization
- you're investing for at least three years
- you can accept low to medium risk
|
| Date Established |
January 19, 2009 |
| Class Availability |
Class A |
| Fund Category |
Canadian Fixed Income Balanced |
| Benchmark Index |
DEX Universe Bond Index |
| Distribution Frequency |
Annually |
| Portfolio Advisor |
Scotia Cassels Investment Counsel Limited |
| Eligible for Registered Plans? |
Yes |
| Management Fee |
1.60% |
| Management Expense Ratio (MER) |
1.81% as at June 30, 2009 |
| Minimum Initial Investment |
$50,000 |
| Minimum Subsequent Investment |
$100 |
| Fund Code |
BNS330 |
