Georgetown, Cayman – Scotia Global Asset Management (SGAM) has announced the launch of the Scotia Strategic Portfolios for investors seeking comprehensive and convenient solutions to earning income and building wealth over the long-term.
The Strategic Portfolios comprise two (2) balanced funds that offer stability, income generation, and the potential for capital appreciation through exposure to fixed income and equity securities. The one-ticket solutions are designed to be a more cost-effective approach to investing while maintaining all the benefits of diversification and strategic asset allocation. The solutions invest across multiple asset classes, geographies and sectors and are tailored to meet the needs of a wide range of investors. Managed by SGAM’s Multi-Asset Management team in Toronto, clients gain from the expertise of portfolio managers with an average 23 years’ investment experience.
Christopher Clarke, Director Asset Management, shared that, “Our world-class team constructs and actively manages robust portfolio solutions aiming to enhance investment outcomes for our clients over the long-term.” He added, “Clients benefit from features such as income distribution and regular rebalancing without sacrificing easy access to their funds.”
The Scotia Strategic Portfolios also offer a tactical asset allocation element which ensures clients’ portfolios can adapt quickly to unexpected market changes”. And, in keeping with international industry standards, full transparency of performance metrics is available in a timely manner.
With strategic asset allocation and a diversified investment approach, investors can capitalize on opportunities available in current market conditions while protecting against ever-present risks. Clarke further added that, “with the diversified nature of the fund, poor performance in any single area is mitigated significantly, reducing risk of loss and providing for a more stable foundation for long-term capital growth”. Within the
Cayman market, the Strategic Balanced Portfolios are well differentiated from the current suite of Funds available to retail investors in the local market.
The Scotia Strategic Portfolios were launched on January 31, 2025 with expert fund managers led by Craig Maddock, CFA, VP & Senior Portfolio Manager & Head, Multi-Asset Management Team. To find out more about the new Scotia Strategic Portfolios and how to invest, please visit the website https://ky.scotiabank.com/personal/investing/mutual-funds.html.
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