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Scotia Partners Balanced Growth Portfolio Series F (0P000075ZT)

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23.147 +0.060    +0.28%
24/12 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.68B
Scotia Partners Balanced Growth Portfolio Series F 23.147 +0.060 +0.28%

0P000075ZT Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Scotia Partners Balanced Growth Portfolio Series F (0P000075ZT) fund. Our Scotia Partners Balanced Growth Portfolio Series F portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 4.100 4.190 0.090
Stocks 59.160 59.160 0.000
Bonds 35.840 38.890 3.050
Convertible 0.540 0.540 0.000
Preferred 0.210 0.210 0.000
Other 0.130 0.170 0.040

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 19.271 17.152
Price to Book 2.906 2.718
Price to Sales 2.092 1.930
Price to Cash Flow 12.351 10.982
Dividend Yield 2.240 2.290
5 Years Earnings Growth 11.085 10.798

Sector Allocation

Name  Net % Category Average
Financial Services 20.190 18.575
Technology 18.270 17.032
Industrials 16.110 12.291
Consumer Cyclical 10.470 9.381
Healthcare 9.240 10.605
Consumer Defensive 5.370 7.061
Energy 5.290 6.500
Basic Materials 5.210 5.040
Communication Services 4.800 6.647
Utilities 3.100 3.978
Real Estate 1.950 4.418

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 23

Number of short holdings: 0

Name ISIN Weight % Last Change %
Scotia Canadian Income I - 11.88 - -
Dynamic Canadian Bond Series I - 7.92 - -
Scotia Canadian Dividend I - 7.12 - -
Mackenzie Glbl Div O - 6.35 - -
Dynamic Global Equity Fund O - 6.25 - -
Mawer US Equity Series O - 6.07 - -
1832 AM Global Credit Pool I - 5.95 - -
Dynamic Total Return Bond Series O - 5.94 - -
Mawer International Equity Series O - 4.54 - -
Scotia Global Growth A - 4.24 - -

Top Equity Funds by Scotia Asset Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Scotia Canadian Dividend Fund Sr A 16.04B 18.31 8.71 8.30
  Scotia Canadian Dividend Fund Sr F 16.04B 19.29 9.69 9.27
  Scotia Partners Growth Portfolio Se 3.24B 15.87 4.92 6.92
  Scotia US Index 2.76B 34.49 12.94 14.00
  Scotia Nasdaq Index 1.87B 31.00 11.99 18.76
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