Scotia Global Asset Management has announced changes to its sub-adviser lineup for two funds, effective on or around June 25, 2026. Putnam Investment Management LLC will take over as sub-adviser for the Scotia Wealth U.S. Large Cap Growth Pool, while Cohen & Steers Inc. will assume responsibility for the Scotia Wealth Global Real Estate Pool.
No Changes to Investment Objectives
The company emphasized that these adjustments will not alter the investment objectives or strategies of the affected funds. Investors can expect continuity in fund management goals despite the sub-adviser transitions.
About the New Sub-Advisers
Putnam Investment Management LLC is a well-established asset management firm with expertise in U.S. equity growth strategies. Cohen & Steers Inc. specializes in global real estate investments, bringing deep sector knowledge to the real estate pool.
Background on Scotia Global Asset Management
Scotia Global Asset Management is a business name used by 1832 Asset Management L.P., a limited partnership whose general partner is wholly owned by Scotiabank. The firm offers a wide range of wealth management solutions, including mutual funds, ETFs, liquid alternative mutual funds, private asset funds, and customized investment solutions for institutions and managed asset programs. For more information, visit www.scotiagam.com.
About Scotiabank
Scotiabank aims to be clients' most trusted financial partner, guided by the purpose of helping clients, their families, and communities achieve success. With assets of approximately $1.5 trillion as of April 30, 2026, Scotiabank is one of the largest banks in North America. It trades on the Toronto Stock Exchange (TSX: BNS) and New York Stock Exchange (NYSE: BNS). For more details, visit www.scotiabank.com.
Further information on ScotiaFunds is available at scotiafunds.com. Commissions, trailing commissions, management fees, and expenses may be associated with mutual fund investments. Investors should read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.
