(As of 8/31/2025)

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)	6.47 %
YTD Return	7.83 %

NAVPS (9/17/2025)	$37.72
Change	$0.02 / 0.04 %

Growth of $10,000 (As of August 31, 2025)

MER	2.47 %
Assets ($mil)	$954.79
Rank (1Yr)	777/1292
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 July 31, 2025)

Sector Allocation
(As of July 31, 2025)

Geographic Allocation
(As of July 31, 2025)

Top 10 Holdings

Name	Asset	Sector	Geographic	Percent
Scotia Global Growth Fund Series A	International Equity	Mutual Fund	Multi-National	9.69%
SCO WEALTH FOCUS US GRO P SR I	US Equity	Mutual Fund	United States	8.79%
Scotia Canadian Dividend Fund Series A	Canadian Equity	Mutual Fund	Canada	5.72%
Mackenzie Global Dividend Fund Series A	International Equity	Mutual Fund	Multi-National	5.56%
1832 AM EMERG MARK EQ PL SER I	International Equity	Mutual Fund	Multi-National	5.35%
1832 AM TAA PLUS POOL SR I	Other	Mutual Fund	Multi-National	5.02%
Scotia Wealth Quantitative Glo Sm Cap Equ Pool I	International Equity	Mutual Fund	Multi-National	4.92%
SCO WEALTH FOCUS IN VAL P SR I	International Equity	Mutual Fund	Multi-National	4.24%
1832AM QUAN GL MEGA C.E.P SR I	Other	Mutual Fund	Multi-National	3.87%
Scotia U.S. Opportunities Fund - Series A	US Equity	Mutual Fund	United States	3.67%

Performance Data (As of August 31, 2025)

	Return (%)				Annualized Return (%)
Return	1 Mth	3 Mth	6 Mth	YTD	1 Yr	3 Yr	5 Yr	10 Yr
Fund	1.50	5.31	4.71	7.83	11.26	11.95	7.59	6.80
Benchmark	1.67	6.94	4.89	7.80	14.97	15.68	9.56	9.10
Quartile Ranking	3	3	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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