National Bank Mutual Funds

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Mutual fund investments have the following advantages:

  • Maximum diversification of your investments.
  • Our wide range of products is sure to meet your current and future needs.

 

Strategic Portfolios

  • Minimum investment of $10,000.
  • Select the portfolio that best matches your investor profile.
  • Draw on the expertise of our specialists for more effective investment management.
  • Free portfolio rebalancing twice a year to ensure asset allocation matches your investor profile.
  • Optimal diversification within a single investment.
  • To find out more (PDF).

 

Portfolio profiles in PDF format

Secure Strategic Portfolio
Conservative Strategic Portfolio
Moderate Strategic Portfolio
Balanced Strategic Portfolio
Growth Strategic Portfolio
Equity Strategic Portfolio

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National Bank Managed Portfolios

 

  • Minimum initial investment: $100,000.
  • Periodic Investment Plan: minimum $100 contribution on a weekly, biweekly, monthly, quarterly, semi-annual or annual basis.
  • No additional service or transaction fees.
  • Eligible for RRSPs, RRIFs and investment accounts.
  • To find out more.

 

Portfolio profiles in PDF format

Stable Income Managed Portfolio
Income Managed Portfolio
Income & Growth Managed Portfolio
Balanced Managed Portfolio
Growth Managed Portfolio
Equity Managed Portfolio

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Monthly Income Portfolios

 

  • The asset classes of the Monthly Income Portfolios are specially weighted to generate tax-efficient income outside a registered plan.
  • Select the portfolio that best matches your investor profile.
  • Draw on the expertise of our specialists for more effective investment management.
  • Ideal solution for retirees and pre-retirees.
  • Choice of monthly distribution (variable or fixed).
  • To find out more (PDF).
     

 

Fund profiles in PDF format

National Bank Monthly Secure Income Fund
National Bank Monthly Conservative Income Fund
National Bank Monthly Moderate Income Fund
National Bank Monthly Balanced Income Fund
National Bank Monthly Growth Income Fund
National Bank Monthly Equity Income Fund

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Diversified funds

 

  • Minimum investment of $500.
  • Simple and effective.
  • Optimal diversification at all times.
  • High-performance investments in line with your investor profile.
  • To find out more (PDF)

 

Fund profiles in PDF format

National Bank Secure Diversified Fund
National Bank Conservative Diversified Fund
National Bank Moderate Diversified Fund
National Bank Balanced Diversified Fund
National Bank Growth Diversified Fund
National Bank Dividend Income Fund Inc
National Bank Asset Allocation Fund

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Money Market Funds

  • Generates daily interest income.
  • Lower risk than with other National Bank funds. 

Fund profiles in PDF format

National Bank Money Market Fund
National Bank Corporate Cash Management Fund
National Bank Treasury Management Fund
National Bank U.S. Money Market Fund

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Canadian Equity Funds

  • Made up primarily of stock market securities.
  • Maximizes your potential return

Fund profiles in PDF format

National Bank Canadian Equity Fund
National Bank Canadian All Cap Equity Fund
National Bank Canadian Equity Growth Fund
National Bank AltaFund Investment Corp.
National Bank High Dividend Fund
National Bank Small Cap Fund
National Bank Quebec Growth Fund

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Specialized Funds 

  • Assets are concentrated in a single sector/region or according to a specialized investment strategy.
  • Allows for optimal diversification within an established portfolio.
  • Increased potential for “super performance.”

Fund profiles in PDF format

National Bank Resource Fund
National Bank Energy Fund
National Bank Precious Metals Fund
National Bank Science and Technology Fund
National Bank Health Sciences Fund

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National Bank Mutual Funds (including the Diversified Funds and the Monthly Income Portfolios), National Bank Strategic Portfolios (the “Strategic Portfolios”) and National Bank Managed Portfolios (the “Managed Portfolios”) (collectively 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 mutual funds investments and the use of an asset allocation service (such as the Portfolios). Please read the prospectus of the mutual funds or that of the funds in which the Portfolios may invest 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. In respect of the Managed Portfolios, investors will enter into a discretionary management agreement with National Bank Trust Inc. (for all activity in Quebec, Prince Edward Island, Saskatchewan and New Brunswick) or Natcan Trust Company (for all activity in other Canadian provinces and territories).