To invest please contact your advisor.
NBI Funds1 are investment funds offered by National Bank Investments Inc. (NBI).
Funds from many investors are pooled, then invested by the portfolio manager in various market-linked securities.
Do you know your investor profile? Contact us to find out now!
The NBI Money Market Fund is comprised of T-Bills and other short-term investment vehicles.
Minimum investment: $1,000
Perfect if you're looking to:
To invest please contact your advisor.
As of ${p1.returnProductPricingEffctvDt1Mth | date:"-"}
| Fund name and investment horizon |
Risk |
1 year |
3 years |
5 years |
10 years | Since inception |
|---|---|---|---|---|---|---|
${legacyProductMapping.legacyProductSrcKey,productCriteria.FNDSERIEE.criteriaStringValue,pdfLegacyCode|customLink:"https://nbinvestments.fundata.com/nbi-monthly-profile-$1-$2-Series/pdf$3EN":productName:"_blank"} ${productCharacteristic.fundInvestmentHorizon.stringValue} |
${productCharacteristic.fundVolatility.stringValue} | ${return1Yr} | ${return3Yr} | ${return5Yr} | ${return10Yr} | ${returnScr} |
Short-Term and Income Funds are mainly comprised of high-quality debt securities, mortgage-backed securities and preferred shares.
Minimum investment: $500
Perfect if you're looking to:
To invest please contact your advisor.
As of ${p1.returnProductPricingEffctvDt1Mth | date:"-"}
| Fund name and investment horizon |
Risk |
1 year |
3 years |
5 years |
10 years | Since inception |
|---|---|---|---|---|---|---|
${legacyProductMapping.legacyProductSrcKey,productCriteria.FNDSERIEE.criteriaStringValue,pdfLegacyCode|customLink:"https://nbinvestments.fundata.com/nbi-monthly-profile-$1-$2-Series/pdf$3EN":productName:"_blank"} ${productCharacteristic.fundInvestmentHorizon.stringValue} |
${productCharacteristic.fundVolatility.stringValue} | ${return1Yr} | ${return3Yr} | ${return5Yr} | ${return10Yr} | ${returnScr} |
Canadian Equity Funds are mainly comprised of stocks. As part of a diversified portfolio, they drive capital growth.
Minimum investment: $500
Perfect if you're looking to:
To invest please contact your advisor.
As of ${p1.returnProductPricingEffctvDt1Mth | date:"-"}
| Fund name and investment horizon |
Risk |
1 year |
3 years |
5 years |
10 years | Since inception |
|---|---|---|---|---|---|---|
${legacyProductMapping.legacyProductSrcKey,productCriteria.FNDSERIEE.criteriaStringValue,pdfLegacyCode|customLink:"https://nbinvestments.fundata.com/nbi-monthly-profile-$1-$2-Series/pdf$3EN":productName:"_blank"} ${productCharacteristic.fundInvestmentHorizon.stringValue} |
${productCharacteristic.fundVolatility.stringValue} | ${return1Yr} | ${return3Yr} | ${return5Yr} | ${return10Yr} | ${returnScr} |
As their name indicates, Global Equity Funds invest in equity securities of companies operating in countries around the world. They allow you to capitalize on the growth potential of international markets.
Perfect if you're looking to:
To invest please contact your advisor.
As of ${p1.returnProductPricingEffctvDt1Mth | date:"-"}
| Fund name and investment horizon |
Risk |
1 year |
3 years |
5 years |
10 years | Since inception |
|---|---|---|---|---|---|---|
${legacyProductMapping.legacyProductSrcKey,productCriteria.FNDSERIEE.criteriaStringValue,pdfLegacyCode|customLink:"https://nbinvestments.fundata.com/nbi-monthly-profile-$1-$2-Series/pdf$3EN":productName:"_blank"} ${productCharacteristic.fundInvestmentHorizon.stringValue} |
${productCharacteristic.fundVolatility.stringValue} | ${return1Yr} | ${return3Yr} | ${return5Yr} | ${return10Yr} | ${returnScr} |
These funds focus on one industry, geographic area or specialized investment strategy.
Minimum investment: $500
Perfect if you're looking to:
To invest please contact your advisor.
As of ${p1.returnProductPricingEffctvDt1Mth | date:"-"}
| Fund name and investment horizon |
Risk |
1 year |
3 years |
5 years |
10 years | Since inception |
|---|---|---|---|---|---|---|
${legacyProductMapping.legacyProductSrcKey,productCriteria.FNDSERIEE.criteriaStringValue,pdfLegacyCode|customLink:"https://nbinvestments.fundata.com/nbi-monthly-profile-$1-$2-Series/pdf$3EN":productName:"_blank"} ${productCharacteristic.fundInvestmentHorizon.stringValue} |
${productCharacteristic.fundVolatility.stringValue} | ${return1Yr} | ${return3Yr} | ${return5Yr} | ${return10Yr} | ${returnScr} |
Index funds aim to increase capital over the long term by replicating the performance of a specific index. However, these funds do not generate regular interest income.
Perfect if you're looking to:
To invest please contact your advisor.
As of ${p1.returnProductPricingEffctvDt1Mth | date:"-"}
| Fund name and investment horizon |
Risk |
1 year |
3 years |
5 years |
10 years | Since inception |
|---|---|---|---|---|---|---|
${legacyProductMapping.legacyProductSrcKey,productCriteria.FNDSERIEE.criteriaStringValue,pdfLegacyCode|customLink:"https://nbinvestments.fundata.com/nbi-monthly-profile-$1-$2-Series/pdf$3EN":productName:"_blank"} ${productCharacteristic.fundInvestmentHorizon.stringValue} |
${productCharacteristic.fundVolatility.stringValue} | ${return1Yr} | ${return3Yr} | ${return5Yr} | ${return10Yr} | ${returnScr} |
Not ready to invest right away? While you wait, put your funds in a high interest bank account like the NBI Altamira High-Interest CashPerformer.2
Work with hand-picked, world-renowned experts. We are the leading bank-affiliated asset manager in Canada that does business with external portfolio managers. Stay on top of market trends with the quarterly outlook from the experts.
Some of the world's top portfolio managers
Portfolio manager governance process to ensure objectives are met
Our portfolio managers are held to the strictest standards
Count on our experts for sound investment advice.
Notice and Access Letter (April 2021) [PDF]
Notice
and Access Letter (September 2021) [PDF]
Management Proxy Circular (April 2021) [PDF]
Management
Proxy Circular (September 2021) [PDF]
Fund
Facts (April 2021) [PDF]
Financial statements for NBI Funds can be found on the Annual,
interim and quarterly reports page.
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.
1. 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. For the NBI Money Market Fund, there can be no assurances that it will be able to maintain its net asset value per security at a constant amount or that the full amount of the investment in it will be returned. The Funds are not guaranteed, their values change frequently and past performance may not be repeated.
The performance data provided for the NBI Money Market Fund assumes reinvestment of distributions only and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. There can be no assurances that the funds will be able to maintain their net asset values per security at a constant amount or that the full amount of your investment will be returned to you. The performance data represents an annualized historical yield based on the seven-day period ended as indicated and annualized in the case of effective yield by compounding the seven-day return on and does not represent an actual one-year return.
The indicated rates of returns for Funds other than the NBI Money Market Fund are based on the historical annual compounded total returns including changes in securities value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns.
® NATIONAL BANK INVESTMENTS is a registered trademark of National Bank of Canada, used under licence by National Bank Investments Inc.
National Bank Investments is a signatory of the United Nations-supported Principles for Responsible Investment, a member of Canada’s Responsible Investment Association, and a founding participant in the Climate Engagement Canada initiative.
Take advantage of a safe investment with guaranteed returns.
Talk to one of our experts for personalized advice or sign in to National Bank online to invest.
1-888-270-3941
Monday to Thursday,
8 a.m. to 6 p.m. (ET)
Friday, 8 a.m. to 5 p.m. (ET)
