(As of 7/31/2025)

Scotia Partners Maximum Growth Portfolio Series A

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






Inception Return
(12/9/2002) 		6.42 %
YTD Return 6.23 %
NAVPS
(9/5/2025) 		$37.33
Change $0.13 / 0.34 %
Growth of $10,000 (As of July 31, 2025)
MER 2.47 %
Assets ($mil) $947.37
Rank (1Yr) 858/1319
Std Dev (3Yr) 12.20 %
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 other mutual fund managers and by us.
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 June 30, 2025)
Sector Allocation
(As of June 30, 2025)
Geographic Allocation
(As of June 30, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
Scotia Global Growth Fund Series AInternational EquityMutual FundMulti-National9.60%
SCO WEALTH FOCUS US GRO P SR IUS EquityMutual FundUnited States8.68%
Scotia Canadian Dividend Fund Series ACanadian EquityMutual FundCanada8.01%
Mackenzie Global Dividend Fund Series AInternational EquityMutual FundMulti-National5.56%
1832 AM TAA PLUS POOL SR IOtherMutual FundMulti-National4.93%
SCO WEALTH FOCUS IN VAL P SR IInternational EquityMutual FundMulti-National4.22%
1832 AM EMERG MARK EQ PL SER IInternational EquityMutual FundMulti-National4.20%
Scotia Wealth Quantitative Glo Sm Cap Equ Pool IInternational EquityMutual FundMulti-National4.00%
1832AM QUAN GL MEGA C.E.P SR IOtherMutual FundMulti-National3.80%
Scotia U.S. Opportunities Fund - Series AUS EquityMutual FundUnited States3.62%

Performance Data (As of July 31, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.38 8.25 2.35 6.23 9.70 10.51 7.58 6.16
Benchmark 2.10 9.14 2.68 6.03 13.06 14.47 9.57 8.52
Quartile Ranking 2 2 2 2 3 3 3 3

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 14.99 11.03 -14.17 13.48 8.80 16.93 -4.85 10.92 6.18 3.89
Benchmark 21.57 15.07 -12.03 11.33 12.17 16.29 0.72 11.99 3.66 17.03
Quartile Ranking 3 3 4 2 2 2 3 2 2 4

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