The Pinnacle Program
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Simiplified Prospectus and Annual Information Form
ScotiaFunds, Scotia Private Pools & Pinnacle Portfolios Simplified Prospectus
November 14, 2019 | pdf : 822 KB
ScotiaFunds, Scotia Private Pools & Pinnacle Portfolios Annual Information Form
November 14, 2019 | pdf : 687 KB
Annual and Semi-Annual Reports
Scotia Private Pools and Pinnacle Portfolios Annual Report
N/A | pdf : 859 KB
Scotia Private Pools and Pinnacle Portfolios Semi-Annual Report
June 30, 2019 | pdf : 713 KB
Annual Management Reports (December 31, 2018)
Scotia Private Pools Annual Management Reports of Fund Performance
Scotia Private Short Term Income Pool
N/A | pdf : 176 KB
Scotia Private Income Pool
N/A | pdf : 138 KB
Scotia Private High Yield Income Pool
N/A | pdf : 174 KB
Scotia Private American Core-Plus Bond Pool
N/A | pdf : 229 KB
Scotia Private Strategic Balanced Pool
N/A | pdf : 117 KB
Scotia Private Canadian Value Pool
N/A | pdf : 146 KB
Scotia Private Canadian Mid Cap Pool
N/A | pdf : 141 KB
Scotia Private Canadian Growth Pool
N/A | pdf : 142 KB
Scotia Private Canadian Small Cap Pool
N/A | pdf : 165 KB
Scotia Private U.S. Value Pool
N/A | pdf : 142 KB
Scotia Private U.S. Large Cap Growth Pool
N/A | pdf : 163 KB
Scotia Private U.S. Mid Cap Value Pool
N/A | pdf : 144 KB
Scotia Private U.S. Mid Cap Growth Pool
N/A | pdf : 174 KB
Scotia Private International Equity Pool
N/A | pdf : 141 KB
Scotia Private International Small To Mid Cap Value Pool
N/A | pdf : 144 KB
Scotia Private Emerging Markets Pool
N/A | pdf : 141 KB
Scotia Private Global Equity Pool
N/A | pdf : 142 KB
Scotia Private Global Real Estate Pool
N/A | pdf : 141 KB
Scotia Private Global Infrastructure Pool
N/A | pdf : 65 KB
Scotia Private Global High Yield Pool
N/A | pdf : 65 KB
Annual Management Reports of Fund Performance (December 31, 2018)
Pinnacle Portfolios
Pinnacle Balanced Portfolio
N/A | pdf : 122 KB
Interim Management Reports (June 30, 2019)
Scotia Private Pools Interim Management Reports of Fund Performance
Scotia Private Global Equity Pool
N/A | pdf : 147 KB
Scotia Private Emerging Markets Pool
N/A | pdf : 146 KB
Scotia Private Canadian Value Pool
N/A | pdf : 153 KB
Scotia Private Canadian Small Cap Pool
N/A | pdf : 175 KB
Scotia Private High Yield Income Pool
N/A | pdf : 191 KB
Scotia Private Global Infrastructure Pool
N/A | pdf : 110 KB
Scotia Private Global Real Estate Pool
N/A | pdf : 146 KB
Scotia Private Global High Yield Pool
N/A | pdf : 111 KB
Scotia Private Short Term Income Pool
N/A | pdf : 181 KB
Scotia Private International Small to Mid Cap Value Pool
N/A | pdf : 148 KB
Scotia Private Income Pool
N/A | pdf : 144 KB
Scotia Private International Equity Pool
N/A | pdf : 145 KB
Scotia Private U.S. Value Pool
N/A | pdf : 146 KB
Scotia Private U.S. Mid Cap Value Pool
N/A | pdf : 147 KB
Scotia Private U.S. Large Cap Growth Pool
N/A | pdf : 171 KB
Scotia Private Strategic Balanced Pool
N/A | pdf : 117 KB
Scotia Private American Core-Plus Bond Pool
N/A | pdf : 235 KB
Scotia Private Canadian Mid Cap Pool
N/A | pdf : 151 KB
Scotia Private Canadian Growth Pool
N/A | pdf : 147 KB
Interim Management Reports of Fund Performance (June 30, 2019)
Pinnacle Portfolios
Pinnacle Balanced Portfolio
N/A | pdf : 116 KB
Summaries of Investment Portfolio
Available on a semi-annual basis (first quarter and third quarter). For second quarter and fourth quarter information, please refer to the Management Reports of Fund Performance.
Scotia Private U.S. Large Cap Growth Pool - Series M
Pools | pdf : 117 KB
Scotia Private U.S. Large Cap Growth Pool - Series Pinnacle
Pools | pdf : 83 KB
Scotia Private Income Pool - Series Pinnacle
Pools | pdf : 83 KB
Scotia Private High Yield Income Pool - Series Pinnacle
Pools | pdf : 83 KB
Scotia Private High Yield Income Pool - Series K
Pools | pdf : 117 KB
Scotia Private High Yield Income Pool - Series M
Pools | pdf : 117 KB
Scotia Private American Core-Plus Bond Pool - Series Pinnacle
Pools | pdf : 83 KB
Scotia Private Global High Yield Pool - Series Pinnacle
Pools | pdf : 84 KB
Scotia Private Global High Yield Pool - Series M
Pools | pdf : 117 KB
Scotia Private Strategic Balanced Pool - Series Pinnacle
Pools | pdf : 83 KB
Scotia Private Canadian Value Pool - Series Pinnacle
Pools | pdf : 83 KB
Scotia Private Canadian Mid Cap Pool - Series Pinnacle
Pools | pdf : 83 KB
Scotia Private Canadian Growth Pool - Series Pinnacle
Pools | pdf : 83 KB
Scotia Private Canadian Small Cap Pool - Series Pinnacle
Pools | pdf : 83 KB
Scotia Private Canadian Small Cap Pool - Series M
Pools | pdf : 117 KB
Scotia Private U.S. Value Pool - Series Pinnacle
Pools | pdf : 83 KB
Scotia Private U.S. Mid Cap Value Pool - Series Pinnacle
Pools | pdf : 83 KB
Scotia Private U.S. Mid Cap Value Pool - Series M
Pools | pdf : 117 KB
Scotia Private International Equity Pool - Series Pinnacle
Pools | pdf : 84 KB
Scotia Private International Small to Mid Cap Value Pool - Series Pinnacle
Pools | pdf : 84 KB
Scotia Private Emerging Markets Pool - Series Pinnacle
Pools | pdf : 84 KB
Scotia Private Emerging Markets Pool - Series M
Pools | pdf : 117 KB
Scotia Private Global Equity Pool - Series Pinnacle
Pools | pdf : 83 KB
Scotia Private Global Equity Pool - Series M
Pools | pdf : 117 KB
Scotia Private Global Real Estate Pool - Series Pinnacle
Pools | pdf : 83 KB
Scotia Private Global Infrastructure Pool - Series Pinnacle
Pools | pdf : 83 KB
Scotia Private Global Infrastructure Pool - Series M
Pools | pdf : 117 KB
Independent Review Committee Report to Unitholders
Independent Review Committee Report to Unitholders
December 31, 2018 | pdf : 316 KB
Fund Facts
The Fund Facts document highlights key information for investors and is provided for each series of each fund we offer. Information includes the top 10 investment holdings and mix, average and annual performance data, risk rating, investor suitability factors, and the costs of buying, holding, selling or switching fund units.
Fund Fact Guide
N/A | pdf : 79 KB
Cash Equivalent Funds
Scotia Private High Yield Income Pool - Series F
R_40_100_2811 | pdf : 152 KB
Income Funds
Scotia Private Global High Yield Pool - Series F
R_40_100_491 | pdf : 155 KB
Scotia Private Income Pool - Pinnacle Series
R_40_100_2908 | pdf : 152 KB
Scotia Private Income Pool - Series F
R_40_100_2919 | pdf : 151 KB
Scotia Private Income Pool - Series I
R_40_100_2904 | pdf : 151 KB
Scotia Private High Yield Income Pool - Pinnacle Series
R_40_100_2804 | pdf : 152 KB
Scotia Private High Yield Income Pool - Series F
R_40_100_2811 | pdf : 152 KB
Scotia Private High Yield Income Pool - Series I
R_40_100_2780 | pdf : 151 KB
Scotia Private High Yield Income Pool - Series K
R_40_100_2257 | pdf : 151 KB
Scotia Private High Yield Income Pool - Series M
R_40_100_2781 | pdf : 151 KB
Scotia Private Global High Yield Pool - Series M
R_40_100_1663 | pdf : 154 KB
Scotia Private Global High Yield Pool - Pinnacle Series
R_40_100 | pdf : 120 KB
Scotia Private American Core-Plus Bond Pool - Pinnacle Series
R_40_100_2804 | pdf : 157 KB
Scotia Private American Core-Plus Bond Pool - Series F
R_40_100_2812 | pdf : 157 KB
Scotia Private American Core-Plus Bond Pool - Series I
R_40_100_2800 | pdf : 157 KB
Balanced Funds
Scotia Private Strategic Balanced Pool - Pinnacle Series
R_40_100_2875 | pdf : 155 KB
Scotia Private Strategic Balanced Pool - Series F
R_40_100_2871 | pdf : 155 KB
Pinnacle Balanced Portfolio - Series A
R_40_100_2888 | pdf : 151 KB
Pinnacle Balanced Portfolio - Series F
R_40_100_887 | pdf : 133 KB
Equities
Canadian Equity
Scotia Private Canadian Value Pool - Pinnacle Series
R_40_100_2804 | pdf : 156 KB
Scotia Private Canadian Value Pool - Series F
R_40_100_2799 | pdf : 156 KB
Scotia Private Canadian Value Pool - Series I
R_40_100_2804 | pdf : 155 KB
Scotia Private Canadian Mid Cap Pool - Pinnacle Series
R_40_100_2960 | pdf : 156 KB
Scotia Private Canadian Mid Cap Pool - Series F
R_40_100_2955 | pdf : 155 KB
Scotia Private Canadian Mid Cap Pool - Series I
R_40_100_2956 | pdf : 155 KB
Scotia Private Canadian Growth Pool - Pinnacle Series
R_40_100_2804 | pdf : 156 KB
Scotia Private Canadian Growth Pool - Series F
R_40_100_2799 | pdf : 156 KB
Scotia Private Canadian Growth Pool - Series I
R_40_100_2804 | pdf : 155 KB
Scotia Private Canadian Small Cap Pool - Pinnacle Series
R_40_100_2812 | pdf : 156 KB
Scotia Private Canadian Small Cap Pool - Series F
R_40_100_2787 | pdf : 156 KB
Scotia Private Canadian Small Cap Pool - Series I
R_40_100_2788 | pdf : 155 KB
Scotia Private Canadian Small Cap Pool - Series M
R_40_100_1991 | pdf : 155 KB
U.S. Equity
Scotia Private U.S. Value Pool - Pinnacle Series
R_40_100_2896 | pdf : 156 KB
Scotia Private U.S. Value Pool - Series F
R_40_100_2891 | pdf : 155 KB
Scotia Private U.S. Value Pool - Series I
R_40_100_2892 | pdf : 155 KB
Scotia Private U.S. Large Cap Growth Pool - Pinnacle Series
R_40_100_2804 | pdf : 155 KB
Scotia Private U.S. Large Cap Growth Pool - Series F
R_40_100_2800 | pdf : 155 KB
Scotia Private U.S. Large Cap Growth Pool - Series I
R_40_100_2804 | pdf : 154 KB
Scotia Private U.S. Large Cap Growth Pool - Series M
R_40_100_1411 | pdf : 153 KB
Scotia Private U.S. Mid Cap Value Pool - Pinnacle Series
R_40_100_2916 | pdf : 156 KB
Scotia Private U.S. Mid Cap Value Pool - Series F
R_40_100_2912 | pdf : 155 KB
Scotia Private U.S. Mid Cap Value Pool - Series I
R_40_100_2892 | pdf : 156 KB
Scotia Private U.S. Mid Cap Value Pool - Series M
R_40_100_2917 | pdf : 153 KB
International Equity
Scotia Private Emerging Markets Pool - Series F
R_40_100_887 | pdf : 156 KB
Scotia Private International Equity Pool - Pinnacle Series
R_40_100_2876 | pdf : 161 KB
Scotia Private International Equity Pool - Series F
R_40_100_2871 | pdf : 161 KB
Scotia Private International Equity Pool - Series I
R_40_100_2872 | pdf : 160 KB
Scotia Private International Small to Mid Cap Value Pool - Pinnacle Series
R_40_100_2804 | pdf : 161 KB
Scotia Private International Small to Mid Cap Value Pool - Series F
R_40_100_2799 | pdf : 161 KB
Scotia Private International Small to Mid Cap Value Pool - Series I
R_40_100_2800 | pdf : 161 KB
Scotia Private Emerging Markets Pool - Pinnacle Series
R_40_100_2808 | pdf : 160 KB
Scotia Private Emerging Markets Pool - Series I
R_40_100_2816 | pdf : 159 KB
Scotia Private Emerging Markets Pool - Series M
R_40_100_2805 | pdf : 159 KB
Global Equity
Scotia Private Global Equity Pool - Series M
R_40_100_887 | pdf : 153 KB
Scotia Private Global Infrastructure Pool - Series F
R_40_100_491 | pdf : 151 KB
Scotia Private Global Equity Pool - Pinnacle Series
R_40_100_2804 | pdf : 158 KB
Scotia Private Global Equity Pool - Series F
R_40_100_2799 | pdf : 157 KB
Scotia Private Global Equity Pool - Series I
R_40_100_2800 | pdf : 157 KB
Scotia Private Global Real Estate Pool - Pinnacle Series
R_40_100_2858 | pdf : 157 KB
Scotia Private Global Real Estate Pool - Series F
R_40_100_2853 | pdf : 157 KB
Scotia Private Global Real Estate Pool - Series I
R_40_100_2854 | pdf : 156 KB
Scotia Private Global Infrastructure Pool - Pinnacle Series
R_40_100_1663 | pdf : 151 KB
Scotia Private Global Infrastructure Pool - Series M
R_40_100_1663 | pdf : 151 KB
Units of the Scotia Private Pools ("Funds") are only available for sale to residents of Canada, unless the laws of a foreign jurisdiction permit sales to its residents. Please contact your advisor for more details. The contents of this site should not be considered an offer to sell or a solicitation to buy mutual fund units to any person in a jurisdiction where such offer or solicitation is considered unlawful.
Scotia Private Pools™ are a family of investment pools managed by 1832 Asset Management L.P. They are available through ScotiaMcLeod®, a division of Scotia Capital Inc., which is wholly owned by The Bank of Nova Scotia. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
Important information about the Scotia Private Pools is contained in their simplified prospectus. Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Mutual funds are not guaranteed or insured by the Canada Deposit Insurance Corporation or any other government deposit insurer, their values change frequently and past performance may not be repeated.
Unless otherwise indicated, the indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional changes or income taxes payable by any unitholder that would have reduced returns. There can be no assurances that a money market fund will be able to maintain its net asset value per unit at a constant amount or that the full amount of your investment fund will be returned to you.
Registered trademark of The Bank of Nova Scotia, used under licence.
Trademark of The Bank of Nova Scotia, used under licence.