Diversified Funds

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If you are looking for a simple and effective investment that gives you a well-diversified portfolio, this might be the right solution for you. With Diversified Funds, you also have the peace of mind that comes from knowing that three groups of experts are working for you and monitoring your investments: your advisor, National Bank Investments and portfolio managers.

Benefits

  • Sept solutions clés en main conçues pour répondre aux besoins de différents profils d’investisseur.
  • Une diversification optimale par classe d’actif, région géographique, style de gestion, taille d’entreprise et secteur économiques pour bien équilibrer le risque et le rendement de votre portefeuille.
  • Une gestion professionnelle grâce à une équipe expérimentée qui veille à la gestion de chaque fonds commun de placement.
  • Une solution pratique et à votre portée pour un investissement initial minimal de 500 $, dans un compte enregistré ou non.
  • Une grande flexibilité vous permettant d’ajouter des sommes à votre Fonds diversifié et d’en retirer à la fréquence et au montant de votre choix1.
1. Des minimums s’appliquent.

See more details

Diversified Funds (on 11-30-2016)
National Bank Secure Diversified
Short/medium term
0.86 1.53 1.33 2.51 3.14 non registered RRSP
National Bank Conservative Diversified
Short/medium term
1.74 3.11 3.10 2.55 3.34 non registered RRSP
National Bank Moderate Diversified
Medium/long term
3.23 4.45 4.56 3.15 4.04 non registered RRSP
National Bank Balanced Diversified
Medium/long term
3.67 6.07 7.25 3.69 5.31 non registered RRSP
National Bank Growth Diversified
Medium/long term
4.90 6.93 8.22 3.57 3.85 non registered RRSP
National Bank Dividend Income Fund Inc
Short/medium term
11.49 2.82 4.35 2.60 6.87 non registered RRSP
National Bank Asset Allocation Fund
Medium/long term
7.06 8.05 7.00 4.13 7.16 non registered RRSP
National Bank Strategic US Income & Growth Fund
Medium/long term
2.94 n/a n/a n/a 2.32 non registered RRSP
Fund name /
Investment horizon
Risk level 1 year 3 years 5 years 10 years Since creation

Tools developed just for you

1. Fund profiles in PDF format

2. Returns

3. Distributions

4. Prospectus, Fund Facts and financial reports
The prospectus and Fund Facts, which are annual regulatory information documents, provide general and specific information on all our funds. The financial reports are analysis and information tools.

5. Quarterly statement
As the holder of a Diversified Fund, you receive a quarterly statement with all the relevant information pertaining to your investments, as well as a personalized rate of return calculation.

6. The Financier
This quarterly newsletter contains economic and financial articles and information on the world of investing.

7. For more information, consult our brochure on Diversified Funds.

Whether you’re saving for a short-term project or for your retirement, Myidea will help you plan your savings easily and successfully. The tool can also be downloaded free of charge from the App Store® directly to your iPad®.

 

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National Bank Mutual Funds (including the Diversified Funds) (the “Funds”) are offered 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 Funds and the use of an asset allocation service. Please read the prospectus of the Funds before making an investment. The Funds securities are not insured by the Canada Deposit Insurance Corporation or by any other government deposit insurer. For money market funds, there can be no assurances that a fund will be able to maintain its net asset value per security at a constant amount or that the full amount of the investment in a fund will be returned. The Funds are not guaranteed, their values change frequently and past performance may not be repeated.