Press Releases

National Bank Investments launches new Meritage exchanged-traded fund Portfolios

Montreal, 30 August 2016 -

National Bank Investments Inc. (“NBI”) announced today the launch of two new Meritage Tactical ETF Portfolios.

Last March, Meritage Tactical ETF Portfolios entered the market with three portfolio profiles. In response to the strong demand, NBI is adding to its lineup by introducing the Meritage Equity Tactical ETF Portfolio and the Meritage Fixed Income Tactical ETF Portfolio.

Based on our key pillars when selecting exchanged-traded funds (ETF), Meritage Tactical ETF Portfolios now invest in ETFs from six different providers. These external providers are located in Canada and now also in the United States, thereby enhancing portfolio diversification.

“When combining the Canadian and U.S markets, today’s ETF offering represents over 2,400 exchange-traded funds and over 90 providers. It can be a confusing maze for investors. NBI now simplifies access to ETFs for Canadian investors with an integrated fund-of-ETFs structure. A simple and practical solution considering the current context,” says Jonathan Durocher, president of NBI.

Meritage Tactical ETF Portfolios offers five profiles, from a fixed income profile to an all equity profile. These portfolios are constructed with the input of several teams of experts and are meant to act as well-diversified, low-cost investment vehicles. Portfolios are rebalanced according to the experts’ tactical views. Meritage Tactical ETF Portfolios are composed uniquely of exchange-traded funds.

Furthermore, NBI also announced the name change for three Meritage Portfolios as of or around August 18, 2016. The name of the Portfolios is changed as follows:

Current name

New name

Meritage Equity Portfolio

Meritage Aggressive Growth Portfolio

Meritage Equity Class Portfolio

Meritage Aggressive Growth Class Portfolio

Meritage Equity Income Portfolio

Meritage Aggressive Growth Income Portfolio

For more information, visit

About Meritage Portfolios®
Meritage Portfolios (the “Portfolios”) are managed by National Bank Investments Inc., a wholly-owned subsidiary of National Bank of Canada. Commissions, trailing commissions, management fees and expenses all may be associated with investments in the Portfolios. Please read the prospectus of the Portfolios before investing. The Portfolios’ securities are not insured by the Canada Deposit Insurance Corporation or by any other government deposit insurer. The Portfolios are not guaranteed, their values change frequently and past performance may not be repeated.
MERITAGE PORTFOLIOS® and the Meritage Portfolios logo are registered trademarks of National Bank of Canada, used under license by National Bank Investments Inc.

About National Bank Investments Inc.
National Bank Investments Inc. (“NBI”) is a wholly owned subsidiary of National Bank of Canada specialized in designing and managing mutual funds and mutual fund portfolios. As at June 30, 2016, the value of assets under management in NBI products amounted to $29 billion.

Guided by a 100% open architecture philosophy, 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 is an investment fund management firm committed to offering a broad selection of investment solutions that meet a wide range of investment profiles. 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 investors build portfolios adapted to their financial needs.

About National Bank of Canada
With $221 billion in assets as at April 30, 2016, National Bank of Canada, together with its subsidiaries, forms one of Canada’s leading integrated financial groups. The Bank has close to 20,000 employees and is widely recognized as a top employer. The Bank's securities are listed on the Toronto Stock Exchange (TSX: NA). Follow the Bank’s activities at or via social media such as Facebook, LinkedIn and Twitter

Information (the telephone number provided below is for the exclusive use of journalists and other media representatives):

Jean-François Lauzon
Advisor, Public Affairs
National Bank of Canada
Tel.: 514-394-6097