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Scotia Diversified Balanced A (0P000072IQ.TO)

Toronto - Toronto Delayed price. Currency in CAD
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21.85+0.04 (+0.20%)
At close: 04:00PM EDT

Scotia Diversified Balanced A

40 King Street West

16th Floor

416-750-3863
Management information
,Lead manager since 30 May 2022
Martin is the President of Connor, Clark & Lunn Investment Management Ltd., and is its Chief Investment Officer. Martin is responsible for setting the strategic direction for the firm as well as the ongoing oversight of our business and investment programs. In addition, he is head of the asset allocation committee, chairs the investment risk management committee, and is a Director of CC&L Invest Mgmt Ltd. He is also on the board of directors of Connor, Clark & Lunn Financial Group Ltd. Martin holds a Bachelor of Commerce from the University of British Columbia and is a CFA charterholder.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryN/A
Fund familyScotia Asset Management
Net assets1.27B
YTD return4.38%
Yield0.65%
Morningstar rating★★★★
Inception date29 Apr 1989

Fund operations

Last dividend0.03
Last cap gainN/A
Holdings turnover273.90%
Average for categoryN/A

Fees and expenses

Expense0P000072IQ.TOCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A