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Buy Locally. Invest Globally.
Your financial needs and goals are not the same as your neighbour’s. At Scotiabank, the investment plan that will work best for you is tailored to your time frame, investment objectives, and risk tolerance.
Our Scotiabank Mutual Funds Investment Advisors are available to discuss your needs and help you determine what solution is best for you through the use of our Investment Selector.
Whether individual mutual funds best suit your financial needs, or you want easy access to one of our professionally designed and managed portfolios, Scotiabank Mutual Funds provide you with the opportunity to invest in the global economy right from your Scotiabank branch.
Scotiabank Asset Management Service
We offer six portfolios of Scotiabank Mutual Funds for varying investor profiles to help you reach your goals. Harness the power of asset allocation simply and easily, while the automatic rebalancing does all the work for you.
Scotiabank Mutual Funds
Click on any Scotiabank Mutual Fund to download a Fund overview that also includes the most up to date performance and portfolio breakdown.
Scotiabank Money Market Fund [PDF: 50 kb]
Investment objective: To earn interest income and provide liquidity with a high level of safety by investing in high-quality, short-term securities and obligations.
Scotiabank US Dollar Bond Fund [PDF: 53 kb]
Investment objective: To earn income and provide some potential for capital gains by investing primarily in US Dollar denominated securities and obligations.
Scotiabank US Growth Fund [PDF: 46 kb]
Investment objective: Long-term capital growth by investing in securities that comprise the Standard & Poor's 500® Index.
Scotiabank Global Growth Fund [PDF: 52 kb]
Investment objective: Long-term capital growth by investing in high-quality global securities. Investments may include equities, preferred stocks, debt issues and derivatives.
Scotiabank Canadian Growth Fund [PDF: 48 kb]
Investment objective: Long-term capital growth by investing in growth-oriented, high-quality equity securities listed on Canadian stock exchanges.
General Information - Dealing Details
| Scotiabank Mutual Funds trade at Net Asset Value daily |
| Initial minimum investment in any combination of funds |
US$5,000 |
US$1,000* |
| Subsequent minimum investment |
US$1,000 |
US$100 (monthly) |
*Where a pre-authorized contribution (minimum US$100 per month) is also established.
Our Mutual Funds Sales Representatives (MFSRs), who have completed a comprehensive Mutual Funds course developed to International Standards, are available to discuss your needs through our extensive network of branches. Contact us for more information about these products, and how to easily transfer your existing business to Scotiabank.
1 Mutual funds are not insured with the Deposit Insurance Corporation
®Standard and Poor's, S&P and S&P 500 are trademarks of The McGraw-Hill Companies and have been licensed for use by The Bank of Nova Scotia and its subsidiary companies.
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