Mutual Funds

Scotiabank Mutual Funds Manager's Comments


Buy Locally. Invest Globally.

Your financial needs and goals are not the same as your neighbours. 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 five 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 Trinidad & Tobago Fixed Income Fund [PDF: 173 kb]
Investment objective: To provide income and modest capital gains by investing primarily in fixed income securities, issued or guaranteed by the Trinidadian or foreign governments, or issued by Trinidadian or foreign corporations. Fund units are denominated in TT$.

Scotiabank Trinidad & Tobago Growth Fund [PDF: 173 kb]
Investment objective: To achieve a balance of current income and long-term capital appreciation, with a bias towards capital appreciation, by investing primarily in a mix of equity and fixed income securities from Trinidad and Tobago and from around the world. Fund units are denominated in TT$.

Scotiabank Money Market Fund [PDF: 122 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: 122 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: 123 kb]
Investment objective: Long-term capital growth by investing in securities that comprise the Standard and Poor's 500® Index.

Scotiabank Global Growth Fund [PDF: 126 kb]
Investment objective: Long-term capital growth by investing in high-quality global securities. Investments June include equities, preferred stocks, debt issues and derivatives.

Scotiabank Canadian Growth Fund [PDF: 123 kb]
Investment objective: Long-term capital growth by investing in growth-oriented, high-quality equity securities listed on Canadian stock exchanges.

Scotiabank Caribbean Income Fund [PDF: 121 kb]
Investment objective: Provide income and modest capital appreciation over the medium to long-term.

General Information - Dealing Details

Scotiabank Mutual Funds trade at Net Asset Value daily Initial minimum investment
per Fund*,**
Subsequent minimum
investment (monthly)
Scotiabank Trinidad & Tobago Fixed Income Fund TT$5,000 TT$500
Scotiabank Trinidad & Tobago Growth Fund TT$5,000 TT$500
Scotiabank Money Market Fund US$1,000 US$100
Scotiabank US Dollar Bond Fund US$1,000 US$100
Scotiabank US Growth Fund US$1,000 US$100
Scotiabank Global Growth Fund US$1,000 US$100
Scotiabank Canadian Growth Fund US$1,000 US$100
Scotiabank Caribbean Fund US$1,000 US$100

*Where a pre-authorized contribution (minimum US$100 per month) is also established.
**Where a pre-authorized contribution (minimum TTS$500 per month) is also established.


1 Mutual funds are not insured with the Deposit Insurance Corporation ®Standard and Poor's, SandP and SandP 500 are trademarks of The McGraw-Hill Companies and have been licensed for use by The Bank of Nova Scotia and its subsidiary companies.

Investing in You Videos

Investing makes your money grow. Whatever your current finances, investing today will improve your position. It's that simple.