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
Stable Income Managed Portfolio
Income Managed Portfolio
Income and Growth Managed Portfolio
Balanced Managed Portfolio
Growth Managed Portfolio
Equity Managed Portfolio
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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
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|Income Managed Port - Retirement Option
|Income & Growth Managed Port - Ret Opt
|Balanced Managed Port - Retirement Opt
|Growth Managed Port - Retirement Option
|Equity Managed Port - Retirement Option
|Portfolio name / Investment horizon||Risk level||1 year||3 years||5 years||10 years||Since creation|
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Tools developed just for you
1. Monthly info sheets on each portfolio
- Stable Income Managed Portfolio
- Income Managed Portfolio
- Income and Growth Managed Portfolio
- Balanced Managed Portfolio
- Growth Managed Portfolio
- Equity Managed Portfolio
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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