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GREEN CENTURY BALANCED FUND PORTFOLIO OF INVESTMENTS April 30, 2019 (Unaudited)SHARESVALUECommon Stocks 64.9% Software & Services 8.6% Adobe, Inc. (a) Autodesk, Inc. (a) Blackbaud, Inc. MasterCard,
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The Scotia Canadian Balanced Fund is an investment fund that typically invests in a mix of Canadian equities and fixed-income securities, aiming to provide a balance of growth and income.
Investors who participate in the Scotia Canadian Balanced Fund and achieve certain tax or reporting thresholds may be required to file relevant tax documents pertaining to their investments.
To fill out forms related to the Scotia Canadian Balanced Fund, investors should provide personal and financial information, detail the amount invested, and disclose any applicable income or gains for tax reporting purposes.
The purpose of the Scotia Canadian Balanced Fund is to provide investors with a diversified investment option that seeks both capital appreciation and income generation through a balanced portfolio.
Investors must report information such as investment amounts, distribution income, capital gains, and any transactions made related to the Scotia Canadian Balanced Fund.
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