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Lipper Fund Awards 2011

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Investment Solutions

National Bank Securities Mutual Funds

Benefits of investing in mutual funds:

  • Diversification
  • Professional management
  • Variety
  • Flexibility
  • Liquidity
  • Easy monitoring.

Useful resources
Information and advice
The Financier - a quarterly newsletter
RIF and RSP amendments


Fund Categories

Turnkey Solutions

Strategic Portfolio
$10,000 minimum

Comprehensive diversification.
Your investment is managed by investment specialists.

Managed Portfolio
$100,000 minimum

Managed Income Portfolio
Managed Balanced Portfolio
Managed Growth Portfolio
Managed Equity Portfolio
Other

Monthly Income Portfolios

Tax-efficient income.
Ideal solution for retirees and pre-retirees.

Diversified Funds
$500 minimum

Simple and effective.

Individual Funds

Money Market Funds

Money Market Fund
Other

Short-Term and Income Funds

Mortgage Fund
Bond Fund
Income Fund
Dividend Fund
Other
Omega FundsTM

Omega Preferred Equity Fund
Omega High Dividend Fund
Omega Consensus American Equity Fund
Omega Consensus International Equity Fund
Omega Global Opportunities Fund
Other

Other Funds

Canadian Equity Funds
Global Equity Funds
Specialized Funds
Index Funds


Information and Documents

Fund Facts Document
Information on the fund, fees, rights and other complementary information.

Statement of Policies Respecting Conflicts of Interest and notice with respect to head-office location of National Bank Securities. PDF

Prospectus
  • Fees, expenses and tax impact
  • Fact sheet for each fund
Annual, Interim and Quarterly Reports
  • Financial statements
  • Management reports of fund performance
  • Quarterly information on each fund portfolio
Investor Information
  • Important information on mutual funds
  • Independent committee
  • Mutual fund exemptions

Investment Management

Proxy Voting Policy

Amendments to NBS RIFs and RSPs


Advice

Take advantage of periodic investing: you choose the amount and frequency that suits you.

Read our quarterly newsletter. The Financier
contains information and advice on the world of investing intended for National Bank Mutual Fund and National Bank Direct Brokerage customers.

Get advice from investment specialists at National Bank Securities Advisory Service.

Read about market volatility PDF

Read our investment guides

Use our Internet Banking Solutions to:

Track changes in your investments and RRSPs
Invest in National Bank Securities Mutual Funds1
Get info & returns for National Bank Securities Mutual Funds



1 National Bank Securities Mutual Funds (the “Funds”) are offered by National Bank Securities Inc., a wholly owned subsidiary of National Bank of Canada. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The Funds are not guaranteed, their values change frequently and past performance may not be repeated.

Our investment solutions:
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Contact us
Branches
Telephone
(514) 394-5555
1-888-4-TelNat
1 888 835-6281