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 to the exactness, quality and complete character of this
information and these data. The opinions expressed are not to be
construed as solicitation or offers to buy or sell shares mentioned
herein and should not be considered as recommendations.
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 or Fund Facts document(s) of
the Funds before investing. The indicated rates of return 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 security holder that would have reduced
returns. The Funds’ securities are not insured by the Canada Deposit
Insurance Corporation or by any other government deposit insurer. The
Funds are not guaranteed, their values change frequently and past
performance may not be repeated. ETF Series units of the Funds are
bought and sold at market price on a stock exchange and brokerage
commissions will reduce returns. ETF Series of the Funds do not seek
to return any predetermined amount at maturity.
NBI exchange-traded funds (the “NBI ETFs”) are offered by National
Bank Investments Inc., an indirect wholly owned subsidiary of National
Bank of Canada, and sold by authorized dealers. Management fees,
brokerage fees and expenses all may be associated with investments in
NBI ETFs. Please read the prospectus or ETF Facts document(s) before
investing. NBI ETFs are not guaranteed, their values change frequently
and past performance may not be repeated. NBI ETF units are bought and
sold at market price on a stock exchange and brokerage commissions
will reduce returns. NBI ETFs do not seek to return any predetermined
amount at maturity. The NBI ETFs’ securities are not insured by the
Canada Deposit Insurance Corporation nor by any other government
deposit insurer. The performance of an NBI ETF does not match the
performance of the index. The indicated rates of return are the
historical total returns for the periods including changes in unit
value and reinvestment of all distributions and do not take into
account sales, redemption, commission charges or income taxes payable
by any unitholder that would have reduced returns.
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. Commissions, trailing commissions, management
fees and expenses all may be associated with mutual fund investments.
Please read the prospectus or Fund Facts document(s) of the Portfolios
before investing. The indicated rates of return 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 security holder that would have reduced
returns. The Portfolios’ securities are not insured by the Canada
Deposit Insurance Corporation nor by any other government deposit
insurer. The Portfolios are not guaranteed, their values change
frequently and past performance may not be repeated.
ESG Metrics can be used alongside other traditional financial
metrics and information, and enable investors to evaluate funds on
environmental, social and governance characteristics. ESG
characteristics and performance may be different from time to time.
ESG Metrics do not evaluate the ESG-related investment objectives of,
nor any ESG strategies used by, a fund and are not indicative of how
well ESG factors are integrated by the fund. For further information
about a fund’s investment objectives and strategies, please read the
fund’s prospectus. There are other providers that may also prepare
fund-level ESG ratings or scores using their own methodologies, which
may differ from the methodology used by another provider.
® NATIONAL BANK INVESTMENTS is a registered trademark of National
Bank of Canada, used under licence by National Bank Investments Inc.
© National Bank Investments Inc., 2025. All rights reserved. Any
reproduction, in whole or in part, is strictly prohibited without the
prior written consent of 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.
