Changes to the target asset allocation of certain Meritage Portfolios

April 11, 2017

Changes have been made to the target asset allocation of certain Meritage Portfolios. They are intended to optimize and reposition the Meritage offering, which has been enriched with 11 new Portfolios for a little over a year.

For more information, please consult our Transition report [for investment specialists only].


About Meritage PortfoliosTM

Meritage Portfolios provide a complete investment solution, made up of mutual funds and exchange-traded funds overseen exclusively by leading external portfolio managers. Launched 10 years ago, today, the Meritage family includes 31 portfolios designed to cater to any investor profile. As at December 31, 2016, Meritage Portfolios had $3.4 billion in assets under management. This amount has more than tripled since 2010.

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 this data. The opinions expressed are not to be construed as a solicitation or offer to buy or sell shares mentioned herein and should not be considered as recommendations. 

Meritage 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 mutual fund investments. Please read the prospectus of the Portfolios before investing. 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. 

® MERITAGE PORTFOLIOS and the Meritage Portfolios logo are registered trademarks of Banque Nationale du Canada, used under licence by National Bank Investments Inc.

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