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Scotia Funds
Right for you if you:
- are looking for low investment minimums
- want professional money management
- would like to diversify across a variety of securities
Your financial needs and goals are not the same as your neighbour's. At Scotiabank, we help tailor your investment plan to your time frame, investment objectives, and risk tolerance.
Buy locally. Invest globally.
Whether individual mutual funds best suit your financial needs, or you want easy access to our Scotia Portfolios, Scotia Funds provide you with the opportunity to invest in the global economy right from your Scotiabank branch.
Fund Overviews
Download one of the Fund Overviews below to learn more about a particular Scotia Fund or use our Investment Selector to help you determine what solution is best for you.
Scotia Strategic Portfolios
New
Scotia Strategic Balanced Income Portfolio
Provides a total return consisting of income and long-term capital appreciation, with an emphasis on income, by investing primarily in a diversified mix of equity and fixed income mutual funds and exchange-traded funds (ETFs).
Scotia Strategic Balanced Growth Portfolio
Provides a total return consisting of income and long-term capital appreciation, with an emphasis on long-term capital appreciation, by investing primarily in a diversified mix of equity and fixed income mutual funds and exchange-traded funds (ETFs).
Scotia Money Market Fund
Investment Objective: The Fund provides capital preservation by investing in high-quality money market instruments and short-term, fixed-income securities.
Scotia Money Market Fund
N/A | pdf : 115
KB
Quarterly Fund Highlights
N/A | pdf : 85
KB
Key Facts Statement
N/A | pdf : 199
KB
Scotia US Dollar Bond Fund
Investment Objective: The Fund provides diversified exposure to core investment grade U.S. bonds with potential allocations to fixed-income securities in other asset classes, such as high yield, international, and emerging markets.
NEW distribution share class available
Scotia U.S. Dollar Bond Fund
N/A | pdf : 116
KB
Quarterly Fund Highlights
N/A | pdf : 96
KB
Key Facts Statement
N/A | pdf : 203
KB
Scotia US Equity Fund
Investment Objective: The Fund provides capital appreciation over the long-term by investing primarily in the equity securities of U.S. companies.
Scotia U.S. Equity Fund
N/A | pdf : 112
KB
Quarterly Fund Highlights
N/A | pdf : 98
KB
Key Facts Statement
N/A | pdf : 203
KB
Scotia Global Equity Fund
Investment Objective: The Fund provides capital appreciation over the long-term by investing primarily in the equity securities of companies located around the world.
Scotia Global Equity Fund
N/A | pdf : 112
KB
Quarterly Fund Highlights
N/A | pdf : 136
KB
Key Facts Statement
N/A | pdf : 203
KB
Scotia Canadian Equity Fund
Investment Objective: The Fund provides exposure to a diversified portfolio of Canadian equities that is actively managed to provide attractive, risk-adjusted returns.
Scotia Canadian Equity Fund
N/A | pdf : 113
KB
Quarterly Fund Highlights
N/A | pdf : 96
KB
Key Facts Statement
N/A | pdf : 204
KB
Scotia Sustainable Global Corporate Bond Fund
Scotia Strategic Balanced Income Portfolio and Scotia Strategic Balanced Growth Portfolio.
Scotia Sustainable Global Equity Fund
Scotia Strategic Balanced Income Portfolio and Scotia Strategic Balanced Growth Portfolio.
Contact our Scotia Funds Investment Advisors directly to discuss your investment needs, or read more about our Mutual Fund products, portfolios and managers.
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Contact our Investment Specialist
Mutual funds are not insured with the Deposit Insurance Corporation.
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