Asset Allocation at your Fingertips:
Asset allocation is key to any well-diversified portfolio. The performance of asset classes, including cash equivalents, fixed income and equities, can vary year over year. Spreading your assets across multiple asset classes ensures that you don’t have all your eggs in one basket.
Automatic Quarterly Rebalancing:
Every calendar quarter the Scotia Portfolio reviews your investments to ensure that weightings of the underlying Scotia Mutual Funds do not deviate from their prescribed weightings. In the event of a deviation of 3.0% or greater in either direction, the portfolio is rebalanced back to those original weightings.