Key features
Global exposure
Invest in over 45 countries around the world.
Our lowest fee1 Portfolios
Keeping your money working harder for you.
Meet your growth needs
Made up of a selection of ETFs in a mutual fund.
Choose Your ETF Portfolio
Overview
With 70% in bonds, this is the least risky Portfolio of the bunch. The other 30% is invested in stocks, which provide growth potential. It's designed to be a safer bet with more modest returns for the more risk-averse.
This Portfolio may be right for you if you're:
- A low–medium risk investor
- Seeking stability
- Looking for income and some potential for capital appreciation
Performance
| Term | Annualized returns as of March 31, 2025 net of fees |
|---|---|
| 1 year | 8.83% |
| 3 years | 4.62% |
| 5 years | - |
| 10 years | - |
| Inception | 3.13% |
Overview
Offers a balance between investments in stocks and bonds that increases your potential for growth while still maintaining stability.
This Portfolio may be right for you if you're:
- A low–medium risk investor
- Seeking a balance between capital appreciation and modest income potential
Performance
| Term | Annualized returns as of March 31, 2025 net of fees |
|---|---|
| 1 year | 10.82% |
| 3 years | 7.62% |
| 5 years | - |
| 10 years | - |
| Inception | 5.72% |
Overview
75% of this Portfolio's investments are in stocks, which provides potential for long-term growth. The remaining 25% in bonds serves to balance out some of the associated risk with a little stability.
This Portfolio may be right for you if you're:
- A medium risk investor
- Seeking a primarily capital growth potential and some income
Performance
| Term | Annualized returns as of March 31, 2025 net of fees |
|---|---|
| 1 year | 11.83% |
| 3 years | 9.11% |
| 5 years | - |
| 10 years | - |
| Inception | 7.39% |
Overview
With no bonds to balance it out during downturns, this Fund can be the riskiest portfolio we offer. However, with that risk comes a potential reward.
This Portfolio may be right for you if you're:
- A medium–high risk investor
- Seeking primarily capital growth potential
Performance
| Term | Annualized returns as of March 31, 2025 net of fees |
|---|---|
| 1 year | 13.31% |
| 3 years | 11.51% |
| 5 years | - |
| 10 years | - |
| Inception | 10.24% |
Allocation & Holdings
Diversified investment strategy for optimal growth
Stocks
- Scotia U.S. Equity Index Tracker ETF 64.36%
- Scotia International Equity Index Tracker ETF 22.45%
- Scotia Emerging Markets Equity Index ETF 10.30%
- Scotia Canadian Large Cap Equity Index Tracker ETF 2.79%
- Cash and other Net Assets (Liabilities) 0.10%
Risk Level
Informational only: This is how we aim to manage your Portfolio. The percentages may change slightly over time.
