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Scotia Private Strategic Balanced Pool F

PIN1300
18.62
+0.02
+0.09%
2017-10-20
5 Years
  • Previous Close

    18.61

  • Net Assets

    1.02M

  • Yield

    1.95%

  • Front load

    None

  • Expenses

    -

  • Category

    Canadian Neutral Balanced

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

Scotia Asset Management

Fund Style

Open

Fund Manager

James Lampard

Investment Style

Large Value

This fund’s investment objective is to achieve superior long term returns through a combination of capital growth and income by investing primarily in large capitalization stocks of Canadian corporations and Canadian government bonds. The weighting of the fund’s portfolio will be allocated between asset classes within specified ranges: 40%-80% equities; 20%-60% fixed income securities; 0%-30% short term money market securities and cash.

Purchase Information

Initial Purchase 1,000
Initial Purchase: IRA 1,000
Initial Purchase: AIP 1,000

Inception

2009-02-17

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