Earnings and Dividend Growth
Global Wealth Management
Strong investment performance, increasing scale
•
Market-Leading Capabilities
Award-Winning Investment Management
Dynamic Funds ranked #1 among independent
mutual fund companies, for 5-year returns
⚫ Scotia GAM ranked #2 for retail mutual fund net
sales among banks FYTD
•
Scotia GAM won 20 Lipper Fund Awards and 41
FundGrade A+ awards (Dynamic Funds &
Scotia Funds)
Mexico Asset Management awarded Morningstar's
best Asset Manager in the Balanced Funds category
Chile Asset Management received 6 Premios Salmon
mutual fund awards
⚫ Chile Asset Management awarded Best International
Funds manager
•
Chile's Scotia Futuro Mutual Fund won the Salmon
award from LVA Indices
Tailored Advice
Largest Private Investment Counsel business in
Canada (SWM, MD, JFL, PIC)
2021 World's Best Private Banks awards in Peru
and Bahamas (Global Finance)
Two Captive International Cayman awards for the
Bank of the Year and Letters of Credit and Trust
Provider of the Year
#2 Bank-Owned Brokerage Firm (Investment
Executive Brokerage Report Card, 2021)
AUM
+11%
CAGR
AUA
+6%
CAGR
Investment Performance Highlights¹
of assets in the top two quartiles over
% five-year period - 1832 Asset Management
68%
69%
of core funds in the top two quartiles over
five-year period - Jarislowsky Fraser
502
292
404
193
2016
2020
2016
2020
1 June 2021
37
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