Managed Portfolios

Managed portfolios header


Our investment expertise allows us to offer you state-of-the-art, personalized turnkey solutions. The Managed Portfolios are a flexible and practical solution for investors with an initial capital amount of at least $100,000 to invest.


  • Six mutual fund portfolios designed to meet the needs of six different investor profiles. 
  • Sound diversification to allow portfolios to strike an optimal balance between risk and returns.
  • Professional management provided exclusively by third party portfolio managers.
  • Tactical management, to make the most of market opportunities.
  • Competitive management fees that are among the lowest on the market.

See more details

Managed Portfolios (on 04-28-2017)

Stable Income Managed Portfolio
Short/medium term

4.81 1.43 1.86 3.01 3.44 non registered RRSP

Income Managed Portfolio
Short/medium term

8.09 2.46 3.77 4.01 4.23 non registered RRSP

Income and Growth Managed Portfolio
Medium/long term

10.62 3.54 5.54 4.64 4.81 non registered RRSP

Balanced Managed Portfolio
Medium/long term

12.37 4.62 7.18 4.85 5.03 non registered RRSP

Growth Managed Portfolio
Medium/long term

14.47 5.58 8.61 4.69 5.44 non registered RRSP

Equity Managed Portfolio
Long term

16.92 6.58 10.04 4.90 6.02 non registered RRSP
Portfolio name /
Investment horizon
Risk Level 1 year 3 years 5 years 10 years Since creation

See more details — Retirement Option

Are you looking for a monthly distribution to help you maintain your standard of living during retirement or to carry out a life project? You may want to consider our complete range of Managed Portfolios, which can also be used as a supplemental income solution*. Because the Managed Portfolios and the Managed Portfolios — Retirement option are in fact the same solution, you can easily switch from one to the other, with no tax impact, and keep the same profile.

  • Take advantage of a fixed monthly distribution**
  • Make the most of the tax benefits
Managed Portfolios — Retirement Option (on 04-28-2017)
Stable Income Managed Port - Retirem Opt
Short/medium term
4.77 1.44 1.85 n/a 1.99 non registered RRSP
Income Managed Port - Retirement Option
Short/medium term
8.10 2.48 3.82 n/a 3.83 non registered RRSP
Income & Growth Managed Port - Ret Opt
Medium term
10.59 3.50 5.53 n/a 5.46 non registered RRSP
Balanced Managed Port - Retirement Opt
Medium term
12.32 4.63 7.18 n/a 6.68 non registered RRSP
Growth Managed Port - Retirement Option
Medium/long term
14.49 5.57 8.62 n/a 7.72 non registered RRSP
Equity Managed Port - Retirement Option
Long term
16.88 6.57 10.08 n/a 8.93 non registered RRSP
Portfolio name /
Investment horizon
Risk level 1 year 3 years 5 years 10 years Since creation

Tools developed just for you

1. Monthly info sheets on each portfolio

2. Returns

3. Distributions

4. Each quarter, read about the asset allocations of the Managed Portfolios.

5. For more information, consult our brochure on Managed Portfolios.

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®.


National Bank Mutual Funds (the “Funds”) and National Bank Managed Portfolios (the “Portfolios”) 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 (such as the Portfolios). Please read the prospectus of the Funds contained in the Portfolios before making an investment. 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. Investors must enter into a discretionary management agreement with National Bank Trust Inc. or Natcan Trust Company.

*R Series units pay monthly distributions made up of net income, and may include a significant portion of return of capital. Return of capital actually decreases the value of your initial

investment and must not be confused with return on investment. Return of capital that is not reinvested can reduce the net asset value of the fund, and may lessen its ability to subsequently generate income.

** The distribution amount is said to be fixed for each National Bank Mutual Fund  comprised in the Managed Portfolios (R Series) as it does not vary from one distribution to the next.

However, it is not guaranteed and may vary according to market conditions. The total amount of the distribution is weighted according to each of the funds constituting the Managed

Portfolios and may vary due to rebalancing and tactical deviation. The distribution targets for National Bank Mutual Funds (R Series) are reviewed annually in January.

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