CLOSE

National Bank Investments launches NBI Unconstrained Fixed Income Fund managed by Bill Gross of Janus Capital

 

December 01, 2016

 

National Bank Investments launches NBI Unconstrained Fixed Income Fund managed by Bill Gross of Janus Capital.

Montreal, December 1, 2016 – National Bank Investments Inc. (“NBI”) announced today the addition of Bill Gross, Portfolio Manager at Janus Capital Group, as manager of the NBI Unconstrained Fixed Income Fund for investors in Canada. Bill Gross, one of the world’s foremost thought leaders on fixed income, represents an expansion of an already extensive line-up of renowned portfolio managers, made possible by NBI’s 100% open architecture structure.

“We’re excited to give Canadian investors access to Bill’s renowned portfolio management expertise,” said Jonathan Durocher, president of NBI. “His unconstrained, macro style of investing will offer investors an exceptional approach to navigating today’s markets.”

“National Bank Investments has expressed confidence in me at Janus and in our ability to deliver for Canadian investors,” said Bill Gross, Portfolio Manager at Janus Capital Group. “I’m looking forward to our partnership and putting our best efforts to work for their investors.”

The NBI Unconstrained Fixed Income Fund seeks to achieve absolute risk-adjusted returns throughout various market environments. With interest rates at historical lows, investors need to consider investing in strategies with more flexibility to manoeuver in an increasingly complex market environment.

The NBI Unconstrained Fixed Income Fund at a glance:

  • Focuses on maximizing total return, consistent with preservation of capital, with an integrated risk management process.
  • Provides significant latitude to select what are believed to be the most attractive opportunities across the global fixed income spectrum.
  • Is not constrained by traditional benchmark-specific guidelines and biases.

About Bill Gross

  • Portfolio Manager at Janus Capital Group.
  • A world-renowned fixed income investor with more than 45 years of financial industry experience. He has been a pioneer in the use of non-traditional fixed income securities, including convertible bonds, mortgages as well as treasury options and other derivatives.
  • He co-founded PIMCO in 1971 and served as managing director and Chief Investment Officer prior to joining Janus in 2014.

To find out more about our investment solutions: www.nbcadvisor.com

 

The NBI Unconstrained Fixed Income Fund (the “Fund”) is offered by National Bank Investments Inc., a wholly owned subsidiary of National Bank of Canada. Janus Capital Management LLC acts as portfolio manager for the Fund. Commissions, trailing commissions, management fees and expenses all may be associated with investments in the Fund. Please read the prospectus of the Fund before investing. The Fund’s securities are not insured by the Canada Deposit Insurance Corporation or by any other government deposit insurer. The Fund is not guaranteed, its value changes frequently and past performance may not be repeated.

 

About National Bank Investments Inc.

National Bank Investments Inc. (“NBI”) is a wholly owned subsidiary of National Bank of Canada specialized in designing and managing mutual funds and mutual fund portfolios. As at June 30, 2016, the value of assets under management in NBI products amounted to C$29 billion.

Guided by a 100% open architecture philosophy, NBI is dedicated to providing diverse solutions to meet the evolving needs of its clients. NBI consistently strives to be recognized as a key partner by combining innovation and excellence. NBI is an investment fund management firm committed to offering a broad selection of investment solutions that meet a wide range of investment profiles. NBI’s role is not limited to administrative aspects of management; NBI Advisory Services and its registered representatives form a team of specialists who provide information and advice to help investors build portfolios adapted to their financial needs.

 

About Janus Capital Group Inc.

Janus Capital Group Inc. (JCG) is a global investment firm dedicated to delivering better outcomes for clients through a broad range of investment solutions, including fixed income, equity, alternative and multi-asset class strategies. It does so through a number of distinct asset management platforms, including investment teams within Janus Capital Management LLC (Janus), as well as INTECH Investment Management LLC (INTECH), Perkins Investment Management LLC (Perkins) and Kapstream Capital Pty Limited (Kapstream), in addition to a suite of exchange-traded products. Each team brings distinct asset class expertise, perspective, style-specific experience and a disciplined approach to risk. Investment strategies are offered through open-end funds domiciled in both the U.S. and offshore, as well as through separately managed accounts, collective investment trusts and exchange-traded products. Based in Denver, JCG has offices located in 12 countries throughout North America, Europe, Asia and Australia. The firm had complex-wide assets under management and ETN assets totaling US$198.9 billion as of September 30, 2016.

 

About National Bank of Canada

With $230 billion in assets as at July 31, 2016, National Bank of Canada, together with its subsidiaries, forms one of Canada’s leading integrated financial groups. The Bank has close to 22,000 employees and is widely recognized as a top employer. The Bank's securities are listed on the Toronto Stock Exchange (TSX: NA). Follow the Bank’s activities at nbc.ca or via social media such as Facebook, LinkedIn and Twitter.