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National Bank Managed Portfolios Our investment expertise gives you state-of-the-art, personalized solutions. With National Bank Managed Portfolios, you get tactical management, diversification, competitive fees and a host of other advantages. 
› Tactical Management
Tactical Management: Making the most of market opportunities Tactical management is one of the cornerstones of the Managed Portfolios. Based on anticipated market fluctuations and events, portfolio managers adjust the weightings of the various asset classes in the Managed Portfolios in the following way: 1. Through deviation from target 2. By making choices within a single asset class This tactical management approach therefore gives our team of professionals the necessary flexibility to make informed choices and to implement them. 
Diversification: The golden rule for any investment strategy A wide range of asset classes and securities In this area, as in many others, too great a concentration can have negative effects. To avoid this pitfall, it is wise to invest in different asset classes and hold a number of securities within each class. Each main asset class has its own characteristics in terms of capital preservation and potential return, and each one reacts differently to market movements. Lastly, each one has its place in a sophisticated investment portfolio.
Given that they are real portfolios (meaning that they contain several mutual funds that in turn hold their own asset classes and securities), our Managed Portfolios offer superior diversification compared to a simple diversified mutual fund. Our portfolio managers: A multi-style approach One of the distinctive features of the Managed Portfolios is that they are made up of several funds managed by different portfolio managers. They provide a broad array of management styles. These managers combine active and passive management styles. In some cases, they intervene directly in the selection and weighting of fund assets, and in others, they use index-linked instruments, thereby passively following market movements. They do their research using sophisticated quantitative and qualitative tools, and do fundamental and technical analysis to refine their assessments. A number of approaches and management styles may be applied to corporate securities, such as stocks. Tools at your service
Personalized quarterly statement of account Our quarterly statement of account lets you track your portfolio. It includes:
Exclusive newsletter for Managed Portfolios holders Every quarter, you’ll receive your exclusive newsletter. It includes:
Other features
Top of page National Bank Managed Portfolios (the “Portfolios”) are offered by National Bank Securities Inc., a subsidiary of National Bank of Canada. Please read the prospectus of the underlying funds of the Portfolios (the “underlying funds”) before investing. The underlying funds are not insured by the Canada Deposit Insurance Corporation or by any other government deposit insurer. The underlying funds are not guaranteed, their values fluctuate frequently and past performance may not be repeated. Investors must sign a discretionary management agreement with National Bank Trust Inc. (for all activities in Quebec, Prince Edward Island, Saskatchewan and New Brunswick) or with Natcan Trust Company (for all activities in the other Canadian provinces and territories), which gives the portfolio manager authority to select, add or remove funds forming part of the Portfolios. There are currently no fees or expenses related to investing in a Portfolio, except for the fees and expenses related to investing in the underlying funds. All distributions paid by an underlying fund will be automatically reinvested for you. Management fees and expenses and trailing commissions may be associated with mutual fund investments and use of an asset allocation service may result in management fees, front-load or back-load fees and trailing commissions. |
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