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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%)

Equities

Equities

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.

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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

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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