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NBI Funds

A flexible way to invest

At a glance

What are NBI Funds?

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.

Perfect if you're looking to:

  • Leverage the expertise of some of the world's top portfolio managers
  • Select individual funds, or funds that fit your investment strategy
  • Select funds based on risk, potential returns, etc.
  • Invest a fixed amount each month

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Types of NBI funds

Money Market Fund

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:

  • Reduce the volatility of a diversified portfolio
  • Enjoy a low-risk investment
  • Access your funds easily
  • Invest over the short term

Learn more about this fund

Fund name and investment horizon
Risk
1 year
3 years
5 years
10 years Since inception Apply

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Short-Term and Income Funds

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:

  • Get a good return with low to moderate risk
  • Invest in a balanced portfolio
  • Enjoy stable returns while protecting your investment

Learn more about these funds

Fund name and investment horizon
Risk
1 year
3 years
5 years
10 years Since inception Apply

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Diversified Fund

The Diversified Fund allows for a balanced asset allocation across the main asset classes (bonds, shares, etc.).
Minimum investment: $500

Perfect if you're looking to:

  • Get optimal returns with low to moderate risk
  • Diversify your portfolio while investing in a single vehicle

Learn more about this fund

Fund name and investment horizon
Risk
1 year
3 years
5 years
10 years Since inception Apply

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Canadian Equity Funds

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:

  • Get a high return with moderate to high risk
  • Invest in Canadian markets
  • Benefit from potential capital gains
  • Protect your investment over the long term

Learn more about these funds

Fund name and investment horizon
Risk
1 year
3 years
5 years
10 years Since inception Apply

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Global Equity Funds

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:

  • Get a high return with moderate to high risk
  • Diversify your investments for long-term growth

Learn more about these funds

Fund name and investment horizon
Risk
1 year
3 years
5 years
10 years Since inception Apply

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Specialized Funds

These funds focus on one industry, geographic area or specialized investment strategy.
Minimum investment: $500

Perfect if you're looking to:

  • Enjoy optimal diversification
  • Invest over the long term
  • Invest in the renewable energy sector, among others

Learn more about these funds

Fund name and investment horizon
Risk
1 year
3 years
5 years
10 years Since inception Apply

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Index Funds

Index Funds track the performance of a specific market index and perform well over the long term. These funds do not generate regular interest income.
Minimum investment: $500

Perfect if you're looking to:

  • Diversify your investments
  • Protect yourself from interest rate fluctuations

Learn more about these funds

Fund name and investment horizon
Risk
1 year
3 years
5 years
10 years Since inception Apply

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Count on our experts for sound investment advice.

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Tip

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

Little details that matter

Regulatory documents

Fund mergers

Prices and performance

Legal Disclaimers

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. NBI Altamira CashPerformer® Account is offered by National Bank of Canada (“NBC”), National Bank Trust (“NBT”) and Natcan Trust Company (“NTC”) through National Bank Investments Inc. (hereinafter “NBI”), a wholly owned subsidiary of NBC. NBC, NBT and NTC are members of the Canada Deposit Insurance Corporation (CDIC). NBT is registered under the Deposit Insurance Act with the Autorité des marchés financiers (“AMF”). A Canadian dollars denominated deposit to the NBI Altamira CashPerformer® Account is a “deposit” within the meaning of the Deposit Insurance Act (Quebec) and the Canada Deposit Insurance Corporation Act, provided the requirements of the AMF or CDIC, as the case may be, are satisfied. The NBI Altamira U.S. CashPerformer® Account is only offered by NBC and is not insured by the CDIC or the AMF.

The NBI Altamira CashPerformer® Account offered by NBT is not available to residents of Ontario, Nunavut, the Northwest Territories, Yukon or Newfoundland and Labrador. The NBI Altamira CashPerformer® Account offered by NTC is not available to residents of Nunavut, the Northwest Territories and Yukon. The NBI Altamira U.S. CashPerformer® Account cannot be held in RESPs.

NBI reserves the right to refuse a transaction that may have been accepted electronically. The refusal will be done within a maximum of 24 hours after acceptance. Maximum investment of $5,000,000 is applicable for the NBI Altamira CashPerfomer® Account and the NBI Altamira  U.S. CashPerfomer® Account provided by NBC. Maximum investment for the NBI Altamira CashPerfomer® Account provided by NBT and NTC is $150,000

® CASHPERFORMER is a registered trademark of NBC, used under license by NBI.

© 2018 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.

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