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Balanced profile

The best of both worlds

The profile at a glance

You want to balance long-term growth and stability. You take a measured approach to investing and are willing to tolerate some risk to improve your returns.
 

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Your 2 main objectives

  • Enjoy long-term growth potential with low to moderate risk
  • Capitalize on financial market opportunities

Your target asset allocation


Balanced profile target allocation graph
Cash and short-term

Cash and short‑term (0%)

Equities

Equities

Fixed income

Fixed income


 

Possible allocations

  Cash and short-term Equities Fixed income
Minimum 0% 50% 30%
Target 0% 60% 40%
Maximum 10% 70% 50%

The best solution for you

NBI Balanced Portfolio

With a slight bias towards equity mutual funds, this portfolio provides low to moderate volatility. Minimum investment: $500.

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Looking to invest $250,000 or more? NBI Private Wealth Management offers a comprehensive discretionary portfolio management service.

Little details that matter

Legal disclaimers

The information and data provided in this document, including that provided by third parties, are considered accurate at the time of publication 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 Funds (including NBI 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 an NBI Fund. Please read the prospectus of the NBI Funds before investing. NBI Funds’ securities are not insured by the Canada Deposit Insurance Corporation or by any other government deposit insurer. NBI Funds are not guaranteed, their values change frequently and past performance may not be repeated.

See the other profiles

Moderate profile

You’re seeking steady returns and are willing to accept some risk.

See the Moderate profile

Growth profile

You're willing to accept fluctuations in the value of your portfolio in exchange for higher potential returns.

See the Growth profile

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