Moderate investor profile

Everything in moderation

The profile at a glance

You’re looking for regular investment income and you're willing to tolerate some risk, which gives you access to the growth potential of equities.

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Your 3 main objectives

  • A steady return
  • A regular income stream
  • Some capital growth

Your target asset allocation

Moderate 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% 35% 45%
Target 0% 45% 55%
Maximum 10% 55% 65%

The best solution for you

NBI Moderate Portfolio

With a moderate bias towards fixed-income securities vs. equities, this portfolio provides an opportunity for growth with low 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

Conservative profile

You’re looking for regular income and prefer to hold fewer stocks in your portfolio.

See the Conservative profile

Balanced profile

You’re looking for potential long-term growth with low to moderate risk.

See the Balanced profile

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