The Pinnacle Portfolios are a comprehensive investment solution featuring multiple Pinnacle Funds in a single investment. The Portfolios were created with the assistance of Northern Trust Global Advisors (NTGA) using proven optimization techniques that are designed to help you increase potential returns, while managing risk.

What makes the Pinnacle Portfolios a unique investment solution is their simplicity. The Pinnacle Portfolios provide you with instant diversification by asset class, market capitalization, country and investment style in a single portfolio for a minimum investment of just $25,000.

For more information on The Pinnacle Portfolios, please contact your ScotiaMcLeod advisor.

Pinnacle Portfolios Downloads

The documents below include information on The Pinnacle Portfolios. All are in PDF format.

• NEW: Pinnacle Portfolios Semi-Annual Report, 2008 [PDF: 485 KB]
  
  
• Pinnacle Portfolios Annual Report, 2007 [PDF: 504 KB]
  
  
• The Pinnacle Portfolios Simplified Prospectus, April 23, 2008 [PDF: 130 KB]
  
  
• Pinnacle Portfolios Annual Information Form, April 23, 2008 [PDF: 224 KB]
  
  
• Independent Review Comittee (IRC) Report to Unitholders, December 31, 2007 [PDF: 25 KB]
  
  
• Proxy Voting Search
  Search for proxy voting activity for companies held by The Pinnacle Portfolios

Summaries of Investment Portfolio

The disclosures are in PDF format and provide a listing of the top 25 holdings of each fund as well as a breakdown of the portfolio into appropriate subgroups.

Management Reports of Fund Performance (MRFP)

An MRFP is an annual management report of fund performance or an interim management report of fund performance, which we are required to provide under National Instrument 81-106 ("NI 81-106").

Interim Management Reports of Fund Performance
(June 30, 2008)

Annual Management Reports of Fund Performance (December 31, 2007)

The information contained on this website is for use by persons resident in Canada only.