(As of 9/30/2025)

Scotia Selected Maximum Growth Portfolio - Ser A

(Global Equity Balanced)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2021





Inception Return
(4/28/2003) 		6.84 %
YTD Return 10.87 %
NAVPS
(10/15/2025) 		$36.80
Change $0.19 / 0.51 %
Growth of $10,000 (As of September 30, 2025)
MER 2.23 %
Assets ($mil) $1,503.38
Rank (1Yr) 891/1252
Std Dev (3Yr) 11.95 %
Volatility Ranking (3Yr) 5/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The portfolio’s objective is long term capital appreciation. It invests primarily in a diversified mix of equity mutual funds, with additional stability derived from investments in income mutual funds, managed by us and by other mutual fund managers.
Fund Manager

1832 Asset Management L.P.

Portfolio Manager

Craig Maddock, 1832 Asset Management L.P.

Yuko Girard, 1832 Asset Management L.P.

Wes Blight, 1832 Asset Management L.P.

Mark Fairbairn, 1832 Asset Management L.P.

Ian Taylor, 1832 Asset Management L.P.

Jenny Wang , 1832 Asset Management L.P.

Sub-Advisor
-
 
Asset Allocation
(As of August 31, 2025)
Sector Allocation
(As of August 31, 2025)
Geographic Allocation
(As of August 31, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
Dynamic Global Equity Income Fund Series AInternational EquityMutual FundMulti-National16.65%
Scotia Global Equity Fund Series AInternational EquityMutual FundMulti-National14.80%
Scotia U.S. Equity Fund Series AUS EquityMutual FundUnited States9.18%
Scotia Canadian Dividend Fund Series ACanadian EquityMutual FundCanada6.41%
1832 AM US CORE EQUITY PL SR IUS EquityMutual FundUnited States5.33%
1832 AM EMERG MARK EQ PL SER IInternational EquityMutual FundMulti-National5.04%
1832 AM TAA PLUS POOL SR IOtherMutual FundMulti-National4.98%
Scotia Wealth Quantitative Glo Sm Cap Equ Pool IInternational EquityMutual FundMulti-National4.77%
Dynamic Power Global Growth Class Series OInternational EquityMutual FundMulti-National4.27%
1832 AM FNDMTL CDN EQ PL SER ICanadian EquityMutual FundCanada4.26%

Performance Data (As of September 30, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 3.11 6.67 10.41 10.87 11.69 14.57 8.55 8.17
Benchmark 4.09 8.05 12.57 12.21 16.90 18.96 10.47 9.68
Quartile Ranking 3 2 3 3 3 3 3 2

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 13.32 12.55 -13.32 13.63 16.88 18.16 -6.56 12.77 3.97 7.25
Benchmark 21.57 15.07 -12.03 11.33 12.17 16.29 0.72 11.99 3.66 17.03
Quartile Ranking 4 2 3 2 1 1 4 1 3 2

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