Mutual Funds

Right for you if you want:

  • You are looking for low investment minimums

  • You want professional money management

  • You 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 one of our professionally designed and managed portfolios, Scotia Funds1 provide you with the opportunity to invest in the global economy right from your Scotiabank branch.

    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 Money Market Fund [PDF: 50 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.

    Scotia US Dollar Bond Fund [PDF: 53 Kb]
    Investment Objective: To earn income and provide some potential for capital gains by investing primarily in U.S. Dollar-denominated securities and obligations.

    Scotia US Equity Fund [PDF: 46 Kb]
    Investment objective: Long-term capital growth by investing in securities that comprise the Standard & Poor's 500® Index.

    Scotia Global Equity Fund [PDF: 52 Kb]
    Investment objective: Long-term capital growth by investing in high-quality global securities. Investments June include equities, preferred stocks, debt issues, and derivatives.

    Scotia Canadian Equity Fund [PDF: 46 Kb]
    Investment objective: Long-term capital growth by investing in growth-oriented, high-quality equity securities listed on Canadian stock exchanges.

    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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