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The Pinnacle Program – Annual/Interim Reports and Fund Facts

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Simiplified Prospectus and Annual Information Form (2 documents)


ScotiaFunds, Scotia Private Pools & Pinnacle Portfolios Simplified Prospectus Latest Issue: November 14, 2017 | PDF: 743 kb


ScotiaFunds, Scotia Private Pools & Pinnacle Portfolios Annual Information Form Latest Issue: November 14, 2017 | PDF: 438 kb




Annual and Semi-Annual Reports (2 documents)


Scotia Private Pools and Pinnacle Portfolios Annual Report Latest Issue: December 31, 2016 | PDF: 729 kb


Scotia Private Pools and Pinnacle Portfolios Semi-Annual Report Latest Issue: June 30, 2017 | PDF: 585 kb




Annual Management Reports (December 31, 2016)

Scotia Private Pools Annual Management Reports of Fund Performance (18 documents)


Scotia Private Short Term Income Pool Latest Issue | PDF: 149 kb


Scotia Private Income Pool Latest Issue | PDF: 169 kb


Scotia Private High Yield Income Pool Latest Issue | PDF: 187 kb


Scotia Private American Core-Plus Bond Pool Latest Issue | PDF: 168 kb


Scotia Private Strategic Balanced Pool Latest Issue | PDF: 155 kb


Scotia Private Canadian Value Pool Latest Issue | PDF: 168 kb


Scotia Private Canadian Mid Cap Pool Latest Issue | PDF: 170 kb


Scotia Private Canadian Growth Pool Latest Issue | PDF: 170 kb


Scotia Private Canadian Small Cap Pool Latest Issue | PDF: 165 kb


Scotia Private U.S. Value Pool Latest Issue | PDF: 167 kb


Scotia Private U.S. Large Cap Growth Pool Latest Issue | PDF: 168 kb


Scotia Private U.S. Mid Cap Value Pool Latest Issue | PDF: 183 kb


Scotia Private U.S. Mid Cap Growth Pool Latest Issue | PDF: 174 kb


Scotia Private International Equity Pool Latest Issue | PDF: 172 kb


Scotia Private International Small To Mid Cap Value Pool Latest Issue | PDF: 169 kb


Scotia Private Emerging Markets Pool Latest Issue | PDF: 174 kb


Scotia Private Global Equity Pool Latest Issue | PDF: 177 kb


Scotia Private Global Real Estate Pool Latest Issue | PDF: 171 kb


Scotia Private Global Real Estate Pool Latest Issue | PDF: 171 kb




Annual Management Reports of Fund Performance (December 31, 2016)

Pinnacle Portfolios (3 documents)


Pinnacle Income Portfolio Latest Issue | PDF: 171 kb


Pinnacle Balanced Portfolio Latest Issue | PDF: 171 kb


Pinnacle Growth Portfolio Latest Issue | PDF: 171 kb




Interim Management Reports (June 30, 2017)

Scotia Private Pools Interim Management Reports of Fund Performance (18 documents)


Scotia Private Short Term Income Pool Latest Issue | PDF: 160 kb


Scotia Private Income Pool Latest Issue | PDF: 192 kb


Scotia Private High Yield Income Pool Latest Issue | PDF: 207 kb


Scotia Private American Core-Plus Bond Pool Latest Issue | PDF: 187 kb


Scotia Private Strategic Balanced Pool Latest Issue | PDF: 164 kb


Scotia Private Canadian Value Pool Latest Issue | PDF: 183 kb


Scotia Private Canadian Mid Cap Pool Latest Issue | PDF: 186 kb


Scotia Private Canadian Growth Pool Latest Issue | PDF: 188 kb


Scotia Private Canadian Small Cap Pool Latest Issue | PDF: 184 kb


Scotia Private U.S. Value Pool Latest Issue | PDF: 188 kb


Scotia Private U.S. Large Cap Growth Pool Latest Issue | PDF: 187 kb


Scotia Private U.S. Mid Cap Value Pool Latest Issue | PDF: 186 kb


Scotia Private U.S. Mid Cap Growth Pool Latest Issue | PDF: 203 kb


Scotia Private International Equity Pool Latest Issue | PDF: 190 kb


Scotia Private International Small To Mid Cap Value Pool Latest Issue | PDF: 186 kb


Scotia Private Emerging Markets Pool Latest Issue | PDF: 186 kb


Scotia Private Global Equity Pool Latest Issue | PDF: 189 kb


Scotia Private Global Real Estate Pool Latest Issue | PDF: 189 kb




Interim Management Reports of Fund Performance (June 30, 2017)

Pinnacle Portfolios (3 documents)


Pinnacle Income Portfolio Latest Issue | PDF: 171 kb


Pinnacle Balanced Portfolio Latest Issue | PDF: 171 kb


Pinnacle Growth Portfolio Latest Issue | PDF: 171 kb




Summaries of Investment Portfolio (19 documents)

Available on a semi-annual basis (first quarter and third quarter). For second quarter and fourth quarter information, please refer to the Management Reports of Fund Performance.


Scotia Private Short Term Income Pool Latest Issue | PDF: 81 kb


Scotia Private Income Pool Latest Issue | PDF: 81 kb


Scotia Private High Yield Income Pool Latest Issue | PDF: 81 kb


Scotia Private High Yield Income Pool - Series K Latest Issue | PDF: 114 kb


Scotia Private High Yield Income Pool - Series M Latest Issue | PDF: 120 kb


Scotia Private American Core-Plus Bond Pool Latest Issue | PDF: 81 kb


Scotia Private Strategic Balanced Pool Latest Issue | PDF: 81 kb


Scotia Private Canadian Value Pool Latest Issue | PDF: 81 kb


Scotia Private Canadian Mid Cap Pool Latest Issue | PDF: 81 kb


Scotia Private Canadian Growth Pool Latest Issue | PDF: 110 kb


Scotia Private Canadian Small Cap Pool Latest Issue | PDF: 81 kb


Scotia Private Canadian Small Cap Pool - Series M Latest Issue | PDF: 119 kb


Scotia Private U.S. Value Pool Latest Issue | PDF: 81 kb


Scotia Private U.S. Large Cap Growth Pool Latest Issue | PDF: 81 kb


Scotia Private U.S. Mid Cap Value Pool Latest Issue | PDF: 81 kb


Scotia Private U.S. Mid Cap Value Pool - Series M Latest Issue | PDF: 119 kb


Scotia Private U.S. Mid Cap Growth Pool Latest Issue | PDF: 81 kb


Scotia Private U.S. Mid Cap Growth Pool - Series M Latest Issue | PDF: 119 kb


Scotia Private International Equity Pool Latest Issue | PDF: 81 kb


Scotia Private International Small To Mid Cap Value Pool Latest Issue | PDF: 81 kb


Scotia Private Emerging Markets Pool Latest Issue | PDF: 81 kb


Scotia Private Emerging Markets Pool - Series M Latest Issue | PDF: 120 kb


Scotia Private Global Equity Pool Latest Issue | PDF: 81 kb


Scotia Private Global Real Estate Pool Latest Issue | PDF: 81 kb


Pinnacle Income Portfolio Latest Issue | PDF: 171 kb


Pinnacle Balanced Portfolio Latest Issue | PDF: 171 kb


Pinnacle Growth Portfolio Latest Issue | PDF: 171 kb




Independent Review Committee Report to Unitholders (1 document)


Independent Review Committee Report to Unitholders Latest Issue: December 31, 2015 | PDF: 79 kb




Proxy Voting Search


Proxy Voting Search




Fund Facts

The Fund Facts document highlights key information for investors and is provided for each series of each fund we offer. Information includes the top 10 investment holdings and mix, average and annual performance data, risk rating, investor suitability factors, and the costs of buying, holding, selling or switching fund units.

Cash Equivalent Funds (2 documents)


Fund Fact Guide Latest Issue | PDF: 244 kb


Scotia Private Short Term Income Pool - Pinnacle Series Latest Issue | PDF: 113 kb




Income Funds (11 documents)


Scotia Private Short Term Income Pool - Series F Latest Issue | PDF: 112 kb


Scotia Private Income Pool - Pinnacle Series Latest Issue | PDF: 114 kb


Scotia Private Income Pool - Series F Latest Issue | PDF: 113 kb


Scotia Private Income Pool - Series I Latest Issue | PDF: 113 kb


Scotia Private High Yield Income Pool - Pinnacle Series Latest Issue | PDF: 114 kb


Scotia Private High Yield Income Pool - Series F Latest Issue | PDF: 113 kb


Scotia Private High Yield Income Pool - Series I Latest Issue | PDF: 113 kb


Scotia Private High Yield Income Pool - Series K Latest Issue | PDF: 112 kb


Scotia Private High Yield Income Pool - Series M Latest Issue | PDF: 113 kb


Scotia Private American Core-Plus Bond Pool - Pinnacle Series Latest Issue | PDF: 114 kb


Scotia Private American Core-Plus Bond Pool - Series F Latest Issue | PDF: 113 kb


Scotia Private American Core-Plus Bond Pool - Series I Latest Issue | PDF: 113 kb




Balanced Funds (2 documents)


Scotia Private Strategic Balanced Pool - Pinnacle Series Latest Issue | PDF: 114 kb


Scotia Private Strategic Balanced Pool - Series F Latest Issue | PDF: 114 kb




Equities

Canadian Equity (13 documents)


Scotia Private Canadian Value Pool - Pinnacle Series Latest Issue | PDF: 114 kb


Scotia Private Canadian Value Pool - Series F Latest Issue | PDF: 114 kb


Scotia Private Canadian Value Pool - Series I Latest Issue | PDF: 113 kb


Scotia Private Canadian Mid Cap Pool - Pinnacle Series Latest Issue | PDF: 118 kb


Scotia Private Canadian Mid Cap Pool - Series F Latest Issue | PDF: 115 kb


Scotia Private Canadian Mid Cap Pool - Series I Latest Issue | PDF: 117 kb


Scotia Private Canadian Growth Pool - Pinnacle Series Latest Issue | PDF: 114 kb


Scotia Private Canadian Growth Pool - Series F Latest Issue | PDF: 113 kb


Scotia Private Canadian Growth Pool - Series I Latest Issue | PDF: 113 kb


Scotia Private Canadian Small Cap Pool - Pinnacle Series Latest Issue | PDF: 114 kb


Scotia Private Canadian Small Cap Pool - Series F Latest Issue | PDF: 113 kb


Scotia Private Canadian Small Cap Pool - Series I Latest Issue | PDF: 113 kb


Scotia Private Canadian Small Cap Pool - Series M Latest Issue | PDF: 112 kb




U.S. Equity (14 documents)

Scotia Private U.S. Value Pool - Pinnacle Series Latest Issue | PDF: 114 kb


Scotia Private U.S. Value Pool - Series F Latest Issue | PDF: 113 kb


Scotia Private U.S. Value Pool - Series I Latest Issue | PDF: 113 kb


Scotia Private U.S. Large Cap Growth Pool - Pinnacle Series Latest Issue | PDF: 114 kb


Scotia Private U.S. Large Cap Growth Pool - Series F Latest Issue | PDF: 113 kb


Scotia Private U.S. Large Cap Growth Pool - Series I Latest Issue | PDF: 113 kb


Scotia Private U.S. Mid Cap Value Pool - Pinnacle Series Latest Issue | PDF: 114 kb


Scotia Private U.S. Mid Cap Value Pool - Series F Latest Issue | PDF: 113 kb


Scotia Private U.S. Mid Cap Value Pool - Series I Latest Issue | PDF: 114 kb


Scotia Private U.S. Mid Cap Value Pool - Series M Latest Issue | PDF: 113 kb


Scotia Private U.S. Mid Cap Growth Pool - Pinnacle Series Latest Issue | PDF: 114 kb


Scotia Private U.S. Mid Cap Growth Pool - Series F Latest Issue | PDF: 114 kb


Scotia Private U.S. Mid Cap Growth Pool - Series I Latest Issue | PDF: 113 kb


Scotia Private U.S. Mid Cap Growth Pool - Series M Latest Issue | PDF: 113 kb



International Equity (9 documents)

Scotia Private International Equity Pool - Pinnacle Series Latest Issue | PDF: 115 kb


Scotia Private International Equity Pool - Series F Latest Issue | PDF: 115 kb


Scotia Private International Equity Pool - Series I Latest Issue | PDF: 114 kb


Scotia Private International Small to Mid Cap Value Pool - Pinnacle Series Latest Issue | PDF: 115 kb


Scotia Private International Small to Mid Cap Value Pool - Series F Latest Issue | PDF: 114 kb


Scotia Private International Small to Mid Cap Value Pool - Series I Latest Issue | PDF: 114 kb


Scotia Private Emerging Markets Pool - Pinnacle Series Latest Issue | PDF: 114 kb


Scotia Private Emerging Markets Pool - Series I Latest Issue | PDF: 114 kb


Scotia Private Emerging Markets Pool - Series M Latest Issue | PDF: 114 kb



Global Equity (6 documents)

Scotia Private Global Equity Pool - Pinnacle Series Latest Issue | PDF: 114 kb


Scotia Private Global Equity Pool - Series F Latest Issue | PDF: 114 kb


Scotia Private Global Equity Pool - Series I Latest Issue | PDF: 113 kb


Scotia Private Global Real Estate Pool - Pinnacle Series Latest Issue | PDF: 114 kb


Scotia Private Global Real Estate Pool - Series F Latest Issue | PDF: 114 kb


Scotia Private Global Real Estate Pool - Series I Latest Issue | PDF: 114 kb