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Scotia Partners Balanced Income Portfolio A (0P000072ER)

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15.394 +0.005    +0.03%
23/12 - Delayed Data. Currency in CAD
Type:  Fund
Market:  Canada
Issuer:  Scotia Asset Management
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 903.05M
Scotia Partners Balanced Income Portfolio 15.394 +0.005 +0.03%

Scotia Partners Balanced Income Portfolio A Overview

 
Find basic information about the Scotia Partners Balanced Income Portfolio A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P000072ER MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: )
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Rating
1-Year Change6.22%
Prev. Close15.39
Risk Rating
TTM Yield0.89%
ROE23.01%
IssuerScotia Asset Management
Turnover1.65%
ROA7.95%
Inception DateDec 09, 2002
Total Assets903.05M
ExpensesN/A
Min. Investment500
Market Cap72.13B
CategoryCanadian Fixed Income Balanced
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1084 1027 1113 1044 1131 1366
Fund Return 8.41% 2.71% 11.27% 1.46% 2.49% 3.17%
Place in category 269 299 288 278 229 128
% in Category 76 83 82 87 77 60

Top Bond Funds by Scotia Asset Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Scotia Selected Balanced Income A 1.65B 8.08 2.41 3.40

Top Funds for Canadian Fixed Income Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  RBC Sel Very Conserv Port Sr F CAD 13.05B 8.75 2.29 4.03
  Compass Conserv Balanced Portf F1 6.17B 11.25 4.38 5.91
  Compass Conservative Balanced Portf 6.17B 10.27 3.41 4.93
  TD Mgd Income Portfolio P 4.65B 10.05 1.36 3.21
  TD Mgd Income Portfolio I 4.65B 9.84 1.09 2.92

Top Holdings

Name ISIN Weight % Last Change %
Dynamic Canadian Bond Series O - 19.66 - -
Dynamic Total Return Bond Series O - 16.27 - -
Scotia Canadian Income I - 12.91 - -
1832am Global Credit Pool Se I - 9.73 - -
Scotia Canadian Dividend I - 6.42 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Strong Buy
Technical Indicators Strong Sell Neutral Strong Buy
Summary Strong Sell Neutral Strong Buy
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