(As of 12/31/2025)

Scotia INNOVA Balanced Income Portfolio Series A

(Global Fixed Income Balanced)
FundGrade A+® Rating recipient
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Inception Return
(1/20/2009)
4.86 %
YTD Return 7.36 %
NAVPS
(1/15/2026)
$15.54
Change $0.03 / 0.18 %
Growth of $10,000 (As of December 31, 2025)
MER 1.99 %
Assets ($mil) $1,542.91
Rank (1Yr) 459/978
Std Dev (3Yr) 6.00 %
Volatility Ranking (3Yr) 3/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The portfolio’s objective is to achieve a balance of current income and long term capital appreciation, with a bias towards income. It invests primarily in a diversified mix of mutual funds, and/or equity securities and/or fixed income securities located anywhere in the world.
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 November 30, 2025)
Sector Allocation
(As of November 30, 2025)
Geographic Allocation
(As of November 30, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
Scotia Canadian Income Fund Series IDomestic BondsFixed IncomeCanada19.85%
1832 AM TOTL RET BND LP SER IForeign BondsFixed IncomeMulti-National14.32%
Scotia Wealth Canadian Corporate Bond Pool KDomestic BondsFixed IncomeCanada5.84%
Scotia Wealth High Yield Bond Pool Series IDomestic BondsFixed IncomeCanada5.83%
1832AM GLOBAL CREDIT POOL SE IForeign BondsFixed IncomeMulti-National5.83%
1832 AM TAA PLUS POOL SR IOtherMutual FundMulti-National4.24%
Scotia Global Growth Fund Series AInternational EquityMutual FundMulti-National3.78%
Scotia Global Dividend Fund Series AInternational EquityMutual FundMulti-National3.63%
Scotia Wealth Canadian Bond Pool Series IDomestic BondsFixed IncomeCanada2.92%
Scotia Canadian Dividend Fund Series ACanadian EquityMutual FundCanada2.32%

Performance Data (As of December 31, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.56 0.60 4.66 7.36 7.36 7.59 3.28 3.44
Benchmark -1.50 -0.74 3.72 6.36 6.36 8.19 2.29 3.63
Quartile Ranking 2 2 2 2 2 3 2 3

Calendar Return (%) 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Fund 7.36 7.83 7.58 -9.55 4.34 4.53 8.04 -1.66 3.89 3.47
Benchmark 6.36 11.56 6.74 -11.13 -0.49 9.09 6.30 5.53 3.81 0.39
Quartile Ranking 2 4 3 2 3 4 4 2 3 3

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