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%)



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

The information and the data supplied on the current page of this site, including those supplied by third parties, are considered accurate at the time of their publication and were obtained from sources which we considered reliable. We reserve the right to modify them without advance notice. This information and data are supplied as informative content only. No representation or guarantee, explicit or implicit, is made as for the exactness, the quality and the complete character of this information and these data. The opinions expressed are not to be construed as solicitation or offer to buy or sell shares mentioned herein and should not be considered as recommendations.

NBI Funds (the “Funds”) 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 fund investments. Please read the prospectus of the Funds before investing. The Funds’ securities are not insured by the Canada Deposit Insurance Corporation or by any other government deposit insurer. The 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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