Press Releases

National Bank Investments announces the addition of a new portfolio to the Meritage Portfolios® line-up

Montreal, 5 September 2014 -

National Bank Investments Inc. (NBI) announces today the addition of the Meritage Global Income and Growth Portfolio to the Meritage Portfolios® line-up. The new portfolio invests in global equity and global fixed income underlying funds and responds to the needs of investors who are looking for a globally diversified balanced investment solution.

Much like the existing Meritage Portfolios®, the Meritage Global Income and Growth Portfolio invests in mutual funds managed by third parties. The Meritage Global Income and Growth Portfolio’s investment objective is to achieve a combination of income and long-term capital appreciation.

The Meritage Portfolios® invest in third-party funds that are selected using a quantitative and qualitative approach known as the Select Rating System®. In addition to specific criteria against which the underlying funds are evaluated, the funds selected for the Meritage Portfolios® are chosen based on a comprehensive complementary analysis which aims to optimise the risk/return ratio of the investment solution. The selection and monitoring processes of the Meritage Portfolios® are independently reviewed by Aon Hewitt, an investment management consulting firm.

The Meritage Portfolios® are designed to suit the needs of investors with varying risk tolerance levels and investment horizons. The Meritage Portfolios® offer a complete investment solution with optimal diversification across asset classes, regions, market capitalizations, and management styles, all integrated into a “fund of funds” structure. With assets exceeding $3.2 billion, the Meritage Portfolios®, are now amongst the most sought-after investment solutions. Further information is available at

About Meritage Portfolios®
The 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 trademarks of National Bank of Canada and are used by National Bank Investments Inc. The Select Rating System® is a registered trade-mark of National Bank of Canada, used under license by National Bank Investments Inc.

About National Bank of Canada
With $199 billion in assets as at July 31, 2014, National Bank of Canada (, together with its subsidiaries, forms one of Canada’s leading integrated financial groups. The Bank has more than 20,000 employees and is widely recognized as a top employer. Its securities are listed on the Toronto Stock Exchange (TSX: NA). Follow the Bank’s activities via social media and learn more about its extensive community involvement at and

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

Marie-Pierre Jodoin
Manager – Public Affairs
National Bank
Tel.: 514-394-4209