PRESS RELEASES
PRESS RELEASES
National Bank Investments Inc. (“NBI”) today announced that five of its mutual funds (“Funds”) and exchange-traded funds (“ETFs”) have been recognized with Fundata 2025 FundGrade A+® Awards. These awards recognize Canadian investment funds that have maintained a consistently high performance score throughout the previous calendar year.
"We are pleased to be recognized by Fundata once again for the outstanding performance of our Funds and ETFs. This recognition demonstrates our commitment to provide Canadians with quality and high-performance investment solutions. It reflects our strategy through which we collaborate with leading global portfolio management firms to create sustainable value for investors.” said Martin Felton, Vice-President, National Sales at NBI.
The following NBI Funds and ETFs were recognized by Fundata for their superior performance in 2025:
NBI Investment Solutions | CIFSC Category | Fund Count | FundGrade Start Date | FundGrade Calculation Date |
Canadian Short Term Fixed Income | 42 | 2015-12-31 | 2025-12-31 | |
Global Equity | 314 | 2015-12-31 | 2025-12-31 | |
NBI U.S. Equity Private Portfolio | U.S. Equity | 256 |
2015-12-31 | 2025-12-31 |
Canadian Equity | 166 | 2021-12-31 | 2025-12-31 | |
Canadian Short Term Fixed Income | 82
| 2022-12-31 | 2025-12-31 |
FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.
About NBI Funds
NBI Funds (the “Funds”) are
offered by National Bank Investments Inc., an indirect wholly owned
subsidiary of National Bank of Canada, and sold by authorized
dealers. Commissions, trailing commissions, management fees and
expenses all may be associated with mutual fund investments. Please
read the prospectus of the Funds before investing. The indicated
rates of returns are based on the historical annual compounded total
returns including changes in securities value and reinvestment of
all distributions and do not take into account sales, redemption,
distribution or optional charges or income taxes payable by any
security holder that would have reduced returns. The Funds’
securities are not insured by the Canada Deposit Insurance
Corporation or by any other government deposit insurer. The Funds
are not guaranteed, their values change frequently, and past
performance may not be repeated.
About NBI
ETFs
NBI exchange-traded funds (the “NBI ETFs”) are
offered by National Bank Investments Inc., an indirect wholly owned
subsidiary of National Bank of Canada, and sold by authorized
dealers. Management fees, brokerage fees and expenses all may be
associated with investments in NBI ETFs. Please read the prospectus
or ETF Facts document(s) before investing. NBI ETFs are not
guaranteed, their values change frequently, and past performance may
not be repeated. NBI ETFs units are bought and sold at market price
on a stock exchange and brokerage commissions will reduce returns.
NBI ETFs do not seek to return any predetermined amount at maturity.
The NBI ETFs’ securities are not insured by the Canada Deposit
Insurance Corporation or by any other government deposit insurer.
The performance of an NBI ETF does not match the performance of the
index. The indicated rates of return are the historical total
returns for the periods including changes in unit value and
reinvestment of all distributions and do not take into account
sales, redemption, commission charges or income taxes payable by any
unitholder that would have reduced returns.
About National Bank Investments Inc.
NBI is an
investment funds management firm committed to manufacturing and
offering mutual funds, investment solutions and services designed to
help Canadian investors pursue their financial goals. As at December
31, 2025, assets under management in NBI products were valued at
over $109 billion.
Guided by an open architecture strategy, NBI is dedicated to providing diverse solutions to meet the evolving needs of its clients. NBI consistently strives to be recognized as a key partner by combining innovation and excellence. NBI’s role is not limited to administrative aspects of management; NBI Advisory Services and its registered representatives form a team of specialists who provide information and advice to help advisors build portfolios adapted to their clients’ financial needs. Follow NBI’s activities at nbinvestments.ca or via social media.
NBI is a signatory of the United Nations-supported Principles for Responsible Investment, a member of Canada’s Responsible Investment Association, and a founding participant in the Climate Engagement Canada initiative.
About National Bank of Canada
With $577 billion in assets as at October 31, 2025, National Bank of
Canada (the “Bank”) is one of Canada’s six systemically
important banks. The Bank has more than 35,000 employees in
knowledge-intensive positions and operates three business segments
in Canada: Personal and Commercial Banking, Wealth Management and
Capital Markets. A fourth segment, U.S. Specialty Finance and
International, complements the growth of its domestic operations.
Its securities are listed on the Toronto Stock Exchange (TSX: NA).
Follow the Bank’s activities at nbc.ca or via social media.
Information:
Alexandre Guay
Chief Advisor, Public Affairs
National Bank of Canada