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Scotia Global Asset Management Announces Fund Changes

Scotia Global Asset Management announced that securityholders have approved significant changes to certain funds, initially proposed on May 1, 2026, during a special meeting held on August 12, 2026.

The changes include mergers of specific mutual funds and modifications to the investment objectives of certain funds.

The mergers, involving each Terminating Fund being merged into an equivalent series of its corresponding Continuing Fund, are scheduled to take effect around September 11, 2026.

Additionally, the Dynamic Global Balanced Fund will undergo portfolio updates.

Furthermore, the name of the Dynamic Real Estate & Infrastructure Income II Fund will be changed to Dynamic Real Estate & Infrastructure Income Fund, effective approximately September 18, 2026.

CatalystPICR Insight
Scotia Global Asset Management has received approval from securityholders for fund mergers and investment objective changes, with mergers set for September 11, 2026, and a fund name change effective September 18, 2026.
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