(As of 12/31/2021)

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) 		6.82 %
YTD Return 13.48 %
NAVPS
(1/17/2022) 		$30.46
Change $0.01 / 0.04 %
Growth of $10,000 (As of December 31, 2021)
MER 2.47 %
Assets ($mil) $1,105.39
Rank (1Yr) 445/1279
Std Dev (3Yr) 11.73 %
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

Judith Chan, 1832 Asset Management L.P.

Sub-Advisor
Data not available
 
Asset Allocation
(As of November 30, 2021)
Sector Allocation
(As of November 30, 2021)
Geographic Allocation
(As of November 30, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
Scotia Global Growth Fund Series AInternational EquityMutual FundMulti-National12.29%
Dynamic Global Equity Fund Series OInternational EquityMutual FundMulti-National10.63%
Scotia Canadian Dividend Fund Series ACanadian EquityMutual FundCanada9.16%
Mawer U.S. Equity Fund Series OUS EquityMutual FundUnited States8.44%
Scotia U.S. Opportunities Fund - Series AUS EquityMutual FundUnited States5.83%
Mackenzie Global Dividend Fund Series OInternational EquityMutual FundMulti-National5.53%
Scotia Canadian Growth Fund Series ACanadian EquityMutual FundCanada4.92%
Mackenzie Canadian Growth Fund Series OCanadian EquityMutual FundCanada4.69%
Dynamic Value Fund of Canada Series OCanadian EquityMutual FundCanada4.67%
Mawer International Equity Fund Series OInternational EquityMutual FundMulti-National4.66%

Performance Data (As of December 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.66 5.13 5.55 13.48 13.48 13.02 8.79 9.69
Benchmark 1.83 4.26 5.65 11.33 11.33 13.25 10.38 12.01
Quartile Ranking 2 2 2 2 2 2 2 2

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 13.48 8.80 16.93 -4.85 10.92 6.18 3.89 9.72 23.48 10.70
Benchmark 11.33 12.17 16.29 0.72 11.99 3.66 17.03 13.13 24.73 10.84
Quartile Ranking 2 2 2 3 2 2 3 2 1 2

Website powered by © Fundata Canada Inc.
Mutual Fund Data provided by Fundata. | View Terms and Conditions of Use.
BofA Merill Lynch Indices used with permission.
© 2022 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us.