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.
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| Fund name and investment horizon |
Risk |
1 year |
3 years |
5 years |
10 years | Since inception |
|---|---|---|---|---|---|---|
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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 |
|---|---|---|---|---|---|---|
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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 |
|---|---|---|---|---|---|---|
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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 |
|---|---|---|---|---|---|---|
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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 |
|---|---|---|---|---|---|---|
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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 in the present document, including those supplied by third parties, are considered accurate at the time of their printing 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 money market funds, there can be no assurances that a fund will be able to maintain its net asset value per security at a constant amount or that the full amount of the investment in a fund will be returned. The Funds are not guaranteed, their values change frequently and past performance may not be repeated.
2. The NBI Altamira High Interest CashPerformer® account is offered by National Bank of Canada (NBC), National Bank Trust (NBT) and Natcan Trust Company (NTC) through National Bank Investments Inc. (NBI), a wholly owned subsidiary of NBC. NBT and NTC are members of the Canada Deposit Insurance Corporation (CDIC). NBT is registered with the Autorité des marchés financiers (AMF). Your deposits in an NBI Altamira High-Interest CashPerformer® account in CAD are covered by CDIC or the AMF, as applicable. Your deposits in an NBI Altamira High-Interest CashPerformer® account in USD, only available through NBC, are covered by CDIC. Find out more about the coverage offered by CDIC and the AMF.
The interest rate payable is an annual rate and is subject to change without direct notice to you. Interest is calculated daily on your account balance and paid monthly. The interest rate is set out on the Cash solutions webpage.
The NBI Altamira High Interest CashPerformer® account offered by NBT is not available to residents of Ontario, Nunavut, the Northwest Territories, Yukon or Newfoundland and Labrador.
The NBI Altamira High Interest CashPerformer® account offered by NTC is not available to residents of Nunavut, the Northwest Territories or Yukon.
The NBI Altamira High Interest CashPerformer® account in USD cannot be held in an RESP.
NBI reserves the right to refuse transactions accepted electronically. The refusal will be communicated within 24 hours of acceptance. There is a $5,000,000 investment limit for the NBI Altamira High Interest CashPerformer® account and the NBI Altamira High Interest CashPerformer® account in USD offered by National Bank. For the NBI Altamira High Interest CashPerformer® account offered by NBT and NTC, the limit is $150,000.
® HIGH-INTEREST CASHPERFORMER is a registered trademark of NBC, used under licence by NBI.
© 2020 National Bank Investments Inc. All rights reserved. Any reproduction, in whole or in part, is strictly prohibited without the prior written consent of National Bank Investments Inc.
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)
