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.
The NBI Portfolios (the “Portfolios”) are offered by National Bank Investments Inc. and sold by National Bank Savings and Investments Inc., separate entities and indirect wholly owned subsidiaries of National Bank of Canada.
NBI Funds (the “Funds”) are offered by National Bank Investments Inc., an indirect wholly owned subsidiary of National Bank of Canada, and sold by authorized dealers.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus of the NBI Portfolios or NBI Funds (together, 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.
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.
NBI Private Wealth Management is an asset allocation service offered by National Bank Investments Inc. and sold by National Bank Savings and Investments Inc., separate entities and indirect wholly owned subsidiaries of National Bank of Canada. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments and the use of an asset allocation service (such as NBI Private Wealth Management). Please read the prospectus of the NBI Funds and the Private Portfolios composing the NBI Private Wealth Management profiles before investing. The funds are not guaranteed, their values change frequently and past performance may not be repeated. Investors must enter into an agreement with National Bank Savings and Investments Inc. National Bank Trust Inc. (for all activity in Quebec, Prince Edward Island, Saskatchewan and New-Brunswick) or Natcan Trust Company (for all activity in all other Canadian provinces and territories), subsidiaries of National Bank of Canada, act as portfolio managers of NBI Private Wealth Management, which gives them the authority to select, add or remove funds composing the NBI Private Wealth Management profiles.
The indicated rates of return for the NBI Private Wealth Management are the historical annual compounded total returns assuming the investment strategy recommended by the asset allocation service is used and after deduction of the fees and charges in respect of the service. The returns are based on the historical annual compounded total returns of the Funds including changes in unit value and reinvestment of all dividends or distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder in respect of a Fund that would have reduced returns.
MD 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.