Transcription of Scotia Selected Growth Portfolio Series A
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Scotia Selected Growth Portfolio Series A
SCOTIAFUNDSAs of December 31, 2018 Scotia Selected Growth Portfolio - Series AGlobal Equity BalancedInvestment ObjectiveThe Portfolio 's objective is to achieve a balance ofcurrent income and long-term capital appreciation, witha bias towards capital appreciation. It invests primarilyin a diversified mix of equity and income mutual fundsmanaged by us and by other mutual fund for InvestingnInvests in a mix of ScotiaFunds diversified by assetclass, geographic region, economic sector andinvestment style, aiming to maximize returns whilemanaging Portfolio construction by an experiencedteam combined with regular monitoring and dailycash flow rebalancing help to ensure each portfoliostays on creating the optimal asset mix and selectingfunds, to their monitoring and rebalancing, eachportfolio delivers convenience and Rating LOWMEDIUMHIGHTime Horizon LongFUND ESSENTIALSI nception DateApril 28, Assets $mil1, Initial Inv.($) Additional Inv.($) % (as of 12/31/2017) $ FTSE TMX Canada UniverseBond Index, 37% S&P/TSXC omposite Index, 38% MSCI StructureCurrencyFundCodeANo LoadCADBNS342 FNo LoadCADBNS542 Adv*Deferred SalesCADBNS942 Adv*Front EndCADBNS742 Adv*Low LoadCADBNS842 TNo LoadCADBNS442*All advisor Series funds are closed to new investment effective June25, & Portfolio ANALYSISC ompound returns (%)1 Mth3 Mth6 Mth1 Yr2 Yr3 Yr5 Yr10 Year Returns (%) ($/unit)YTD20172016201520142013201220112 01020092008 Tot
SCOTIAFUNDS As of December 31, 2018 Scotia Selected Growth Portfolio - Series A Global Equity Balanced Investment Objective The portfolio's objective is to achieve a balance of
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