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What type of income do NBI Funds generate?
The money invested in an NBI Fund is invested by experts in a variety of securities, such as stocks, bonds and money market instruments, depending on the fund's investment policy. These investments can generate dividends, interest income or capital gains.
Good to know: T3 slips (and RL-16 slips for Quebec residents) produced for each fund are in Canadian dollars, as required by the Canada Revenue Agency.
Related questions
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Why should I choose NBI Private Wealth Management? NBI Private Wealth Management is a premium discretionary portfolio management service. You can count on our team of professionals to make informed decisions so you and your family can enjoy peace of mind. -
When will I receive my annual reports and my portfolio statements? Annual reports are issued on December 31 each year. Your portfolio statements are issued quarterly, i.e., every three months. -
What's the difference between NBI Portfolios and NBI Funds? Learn the differences between an NBI portfolio and NBI Fund. -
Who manages NBI Portfolios and NBI Funds? National Bank Investments is the leading bank-affiliated asset manager in Canada. We do business exclusively with external portfolio managers selected to meet our standards of excellence. You'll benefit from the expertise of some of the world's top portfolio managers, whose performance is rigorously evaluated. -
How do I manage my investment account online? Manage your investment account online from your online bank or the National Bank app.
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