The more you invest, the less management fees you pay

NBI Portfolios: A simplified investment solution in tune with your needs

Through a single investment, you will get access to a diversified all-in-one investment portfolio always reflecting your investor profile.

Initial investment: $500 or more
Minimum purchase and redemption: $50 or more
Systematic investment: Regular instalments of $25 or more
Fee reduction plan : the more you invest, the less management fees you pay. How can you benefit?

Life is full of challenges, commitments and constraints. So why complicate things when it comes to investments? Enjoy a simple, turnkey solution based on your profile, objectives and risk tolerance.

 

NBI PORTFOLIOS AT A GLANCE

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      A Tailored Approach

         NBI Portfolios are available in registered and non-registered accounts. A retirement
       option provides fixed monthly distributions for non-registered accounts. This option
       is right for you if you would like to draw a regular income.

World-renowed portfolio managers


      Global Expertise

       NBI Portfolios combine our expertise with that of some of the world’s top portfolio
       managers.

 

Decide when to contribute


      Optimal Diversification

       NBI Portfolios are well-diversified by asset class, geographic region, management
       style and economic sector and specifically designed to minimize risk while maximizing
       return.

Well-balanced portfolios


       
A Flexible Solution

       You can start with an initial investment of $500 and then plan your contributions and
       withdrawals based on your own needs. You can make additional contributions through
       a pre-established systematic investment plan of regular instalments as low as $25.

Competitive pricing


       
Competitive Pricing

        Management fees can be reduced based on the total market value of your assets
        invested in certain series of NBI Portfolios.

 

Get an NBI Portfolio

NBI Portfolios


 

NBI Portfolios
Portfolio name Risk Level 1 year 3 years 5 years 10 years Since creation

NBI Portfolios - Retirement Option


 

NBI Portfolios - Retirement Option
Portfolio name Risk Level 1 year 3 years 5 years 10 years Since creation

 

 

Explore NBI Portfolios

NBI Portfolios are invested based on a target asset allocation that combines a diverse mix of funds, including exchange-traded funds (ETFs).

NBI Secure Portfolio

This portfolio is suitable for investors who look for a high level of current income and some medium-term capital appreciation.

 

 

NBI Moderate Portfolio

This portfolio is suitable for investors who look for a high level of current income and long-term capital appreciation.

 

 

NBI Growth Portfolio

This portfolio is suitable for investors who look for long-term capital appreciation and some current income.

 

 

NBI Conservative Portfolio

This portfolio is suitable for investors who look for a high level of current income and some long-term capital appreciation.

 

 

NBI Balanced Portfolio

This portfolio is suitable for investors who look for current income and long-term capital appreciation.

 

 

NBI Equity Portfolio

This portfolio is suitable for investors who look for long-term capital appreciation.

 

 

Is your investor profile up to date?

Have major events happened in your life recently? Your financial goals may have changed since we last spoke. To make sure that your investments are still in line with your investor profile, contact your advisor or determine your investors profile online.

 

Contact us 

More information

 

Invest more, pay less

Enjoy management fee reductions on NBI Portfolios based on the value of your assets held in certain series of the Portfolios: a great reason to group your investment accounts together.

How does the management fee reduction plan work?

Reductions are determined based on the total market value of your assets held in NBI Portfolios.

If you have assets with a total net value of at least $100,000 in one or more NBI Portfolios, you will automatically be eligible. The reduced management fees will be directly applied to your account by an automated system. The management fee reduction takes the form of a quarterly rebate, which is automatically reinvested in additional securities of the same series.

Total assets held in NBI Portfolios* Management fee reduction
$174,999.99 or less 0.10%
$175,000** or more 0.20%

* For Investor and R Series of all NBI Portfolios as well as F-2 Series of NBI Balanced Portfolio.
** The management fee reduction as of $175,000 is 0.04% for Investor-2 and R-2 Series of NBI Moderate Portfolio and 0.10% for Investor-2 and R-2
   Series of NBI Equity Portfolio.

How can you benefit?

The management fee reduction is calculated daily as soon as you meet the eligibility criteria for the plan. If you need more information, feel free to contact your advisor.

Contact us 

More information

 

 

Our unique approach

Open Architecture

 

We carefully select distinctive portfolio managers with proven, credible and tested investment approach and combine their management styles to offer you optimal investment solutions.

Learn more about National Bank Investments

 

Contact us

Contact NBI Advisory Services
514-871-2082
1-800-264-5176 (toll-free)
Monday to Friday | 8:30 a.m. to 5:00 p.m.

 

Legal Notes

The information and data provided in this document, including that provided by third parties, are considered accurate at the time of printing and were obtained from sources considered reliable. We reserve the right to modify them without notice. This information and data are provided to you for information purposes only. No representations or warranties, implicit or explicit, are made as to the accuracy, quality or completeness of this information and data. The opinions expressed are not to be construed as a solicitation or offer to buy or sell units mentioned herein and should not be considered a recommendation.

NBI 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 making an investment. 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.

Under the management fee reduction plan for high net worth investors (the "Reduction Plan"), certain investors holding Investor and R Series securities of all Portfolios and Investor-2, F-2 and R-2 Series securities of certain Portfolios may be eligible for a management fee reduction based on the amount of their investment in one or more Portfolios.

The Reduction Plan only applies to eligible series of the Portfolios. The amount equivalent to the management fee reduction takes the form of a rebate or a distribution, which is automatically reinvested in additional securities of the same series of the applicable Portfolio. For more information about the Reduction Plan, please see the prospectus of the Portfolios.

© 2017 National Bank Investments Inc. All rights reserved. Any reproduction in whole or in part is strictly forbidden without prior written consent from National Bank Investments Inc.