Name the Fund
This Fund is our most popular Fund in our suite with a low risk rating and short term investment horizon
What is the Scotia Money Market Fund?
This word describes sage investment advice against putting all your eggs in one basket
What is diversification?
This piece is updated monthly showing a quick view of all the Funds performance over varying periods
What is the Funds/Performance at a glance?
The number of dollars needed to start an investment account
What is $1000?
Launched in 2025, these Funds give clients the options to invest in a balanced portfolio while benefitting from lower fees, simplicity and convenience.
What are the Strategic Balanced Portfolios?
If you leave the money you earn in your investment, it in return will earn more money. That's because interest will be paid on the principal as well as the interest that has already been earned thus far.
What is compounding?
This document is produced weekly and includes a Spotlight on the international market, international markets at a glance and market and fund performance among other things.
What is the Weekly Wrap?
The number of years a client's investment selector results is valid
What is 3?
This Fund is a great option when interest rates are decreasing. When interest rates fall, the value of instruments in this Fund increase.
What is the US Dollar Bond Fund?
The strategy of investing a fixed amount of dollars in a specific security at regular intervals, thereby lowering the average cost per share.
What is dollar-cost averaging?
This client-friendly document is updated monthly and gives a breakdown of sector allocations, holdings, and historical performance of each Fund.
What are the Fact Sheets?
What is 2?
These 2 Funds are the only Funds with D class options available.
What are the Us Money Market Fund and the US Dollar Bond Fund?
The fee that the manager of a mutual fund charges the fund for managing the portfolio and operating the fund. The fee is usually expressed as a percentage of the fund's average net assets.
What is the management fee?
This piece is released monthly with in-depth commentary on various market trends, geopolitical events and investor concerns that help deepen your investment knowledge and aid your client conversations.
What is the Investing Insights?
Any investment timeframe over this number of years is considered a long-term investment.
What is 5 years?
This Fund is the best performing Fund for 2025 and investors can invest in both USD and CAD currencies.
What is the Global Equity Fund?
An investment strategy that diversifies a portfolio among different types of asset classes, such as cash, bonds, stocks, and other investments, each with different risk-return characteristics.
What is asset allocation?
In this piece you find commentary and insights from the portfolio managers including what specifically affected the performance of each fund, and how the Portfolio Manager is positioning the fund going forward.
What is the Quarterly Fund Performance?
This number indicates the allocation to Equity in the Strategic Balanced Growth Portfolio
What is 60?