NBI Portfolios are investment funds offered by National Bank Investments Inc. (NBI).
They are specially designed to provide regular income and capital appreciation. They allow you to invest in a full, diverse range of mutual funds.
Minimum initial investment
Minimum purchase/redemption
Minimum systematic investment amount
Do you know your investor profile? Contact us and choose the portfolio that's best for you.
Fixed income
Canadian Equity
Global Equity
Count on our experts for sound investment advice.
To invest please contact your advisor.
Fund name and investment horizon |
Risk |
1 year |
3 years |
5 years |
10 years | Since inception |
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Invest in an NBI Portfolio – Retirement Option
To invest please contact your advisor.
Fund name and investment horizon |
Risk |
1 year |
3 years |
5 years |
10 years | Since inception |
---|---|---|---|---|---|---|
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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.
Enjoy lower management fees based on the value of your assets held in certain series of NBI Portfolios—a great reason to group your investment accounts together.
If you have assets with a total net value of at least $100,000 in one or more NBI Portfolios, you will automatically be eligible.
Full brochure
For more information on NBI portfolios, refer to our brochure [PDF].
Prices and performance
1. For Investor and R Series securities of all NBI Portfolios and F-2 Series securities of the NBI Balanced Portfolio.
2. The management fee reduction starting from $175,000 is 0.04% for Investor-2 and R-2 Series securities of the NBI Moderate Portfolio and 0.10% for Investor-2 and R-2 Series securities of the NBI Equity Portfolio.
The information and data provided in this document, including that provided by third parties, are considered accurate at the time of printing and were obtained from sources considered reliable. We reserve the right to modify them without notice. They are provided 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 Portfolios (the “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 the Portfolios. Please read the Portfolio prospectus before making an investment. The Portfolios’ securities are not insured by the Canada Deposit Insurance Corporation or by any other government deposit insurer. The Portfolios are not guaranteed, their values change frequently and past performance may not be repeated.
Under the management fee reduction plan for high net worth investors (the "Fee Reduction Plan"), certain investors holding Investor and R Series securities of all Portfolios and Investor-2, F-2 and R-2 Series securities of certain Portfolios may be eligible for a management fee reduction based on the amount of their investment in one or more Portfolios.
The Fee Reduction Plan only applies to eligible series of the Portfolios. The amount equivalent to the management fee reduction is credited to the account and automatically reinvested in additional securities of the same series of the applicable Portfolio. For more information about the Fee Reduction Plan, please see the prospectus of the Portfolios.
The cash distribution amount per unit for the R Series and the R-2 Series of NBI Portfolios is said to be fixed as it does not vary from one distribution to another. However, it is not guaranteed and may vary according to market conditions. R Series units and R-2 Series units of the NBI Portfolios pay monthly distributions made up of net income and may include a significant portion of return of capital. Return of capital actually decreases the value of your initial investment and must not be confused with return on investment. Return of capital that is not reinvested can reduce the net asset value of the fund and may lessen its ability to subsequently generate income. The monthly distribution amount per unit is reset at the start of each calendar year.
Take advantage of a safe investment with guaranteed returns.
Talk to one of our experts to get tailored investment advice.