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Mutual funds

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Discover NBI Mutual Funds

We believe mutual funds should be simple, strategic and tailored to your investment journey. That’s why NBI offers a diversified range of mutual funds to use on their own or as part of a comprehensive investment strategy. Each is designed to balance growth and protection over the long term, for each investor profile.

Featured funds

Discover funds created to suit a diverse range of needs and investment strategies.

NBI Target Maturity Investment Grade Bond Funds

Sub-advised by AlphaFixe Capital Inc.

  • Bond exposure adjusted based on market conditions and investment cycles 
  • Focus on discounted bonds offering attractive after-tax returns

NBI SmartData Equity Funds

Managed by Goldman Sachs Asset Management L.P.

  • Quantitative rules based approach 
  • Uses proprietary machine learning software to analyze big data themes 
  • Combines human judgment with processed unstructured data to transform big data into actionable ideas and results

NBI International Equity Fund

Sub-advised by PineStone Asset Management inc.

  • Fund provides exposure to equity markets located outside of North America.
  • Allows investors to increase their portfolio’s geographic diversification while reducing its sector concentration in financial, energy, and tech stocks which dominate the Canadian and U.S. landscape.

Discover our full list of mutual funds. Price and performance

Categories

Money Market Funds

These funds are for investors who:

  • Have cash to invest in the short term
  • Like to have easy access to their money
  • Are looking to achieve a more balanced portfolio by including a fund with a high level of security
Fund names Fund codes (F Series) Monthly profile Fund facts
NBI Money Market Fund NBC715   PDF   PDF     Send by email

Short Term and Income Funds

These funds are for investors who:

  • Are looking to rebalance their portfolios
  • Are willing to compose with a volatility level somewhere between low and moderate
Fund names Fund codes  (F Series) Monthly profile Fund facts
NBI Target 2025 Investment Grade Bond Fund
NBC9225  PDF  PDF     Send by email
NBI Target 2026 Investment Grade Bond Fund NBC9226  PDF  PDF     Send by email
NBI Target 2027 Investment Grade Bond Fund NBC9227  PDF  PDF     Send by email
NBI Target 2028 Investment Grade Bond Fund NBC9228  PDF  PDF     Send by email
NBI Target 2029 Investment Grade Bond Fund NBC9229  PDF  PDF     Send by email
NBI Target 2030 Investment Grade Bond Fund NBC9230  PDF  PDF     Send by email
NBI Target 2031 Investment Grade Bond Fund NBC9231  PDF  PDF     Send by email
NBI Canadian Core Plus Bond Fund NBC5757  PDF  PDF     Send by email
NBI Floating Rate Income Fund NBC729  PDF  PDF     Send by email
NBI Bond Fund NBC740  PDF  PDF     Send by email
NBI Global Tactical Bond Fund NBC725  PDF  PDF     Send by email
NBI Global Tactical Bond Fund (US $) NBC5733  PDF  PDF     Send by email
NBI Unconstrained Fixed Income Fund NBC705  PDF  PDF     Send by email
NBI Corporate Bond Fund NBC749  PDF  PDF     Send by email
NBI High Yield Bond Fund NBC713  PDF  PDF     Send by email
NBI Preferred Equity Income Fund NBC780  PDF  PDF     Send by email
NBI Preferred Equity Fund NBC710  PDF  PDF     Send by email
NBI Jarislowsky Fraser Select Income Fund NBC3700  PDF  PDF     Send by email
NBI Presumed Sound Investments Fund NBC9799  PDF  PDF     Send by email
NBI Sustainable Canadian Bond Fund NBC5752  PDF  PDF     Send by email
NBI Sustainable Global Bond Fund NBC5716  PDF  PDF     Send by email
NBI Senior Loan Fund NBC5717  PDF  PDF     Send by email

Diversified Funds

These funds are for investors who:

  • Are looking for a more controlled risk environment
  • Are looking for a greater balance between bonds and equities
Fund names Fund codes (F Series)     Monthly profile       Fund facts  
NBI Jarislowsky Fraser Select Balanced Fund NBC3701  PDF  PDF     Send by email
NBI Tactical Asset Allocation Fund NBC3738  PDF  PDF     Send by email
NBI Global Balanced Growth Fund NBC5737  PDF  PDF     Send by email

Canadian Equity Funds

These funds are for investors who:

  • Like to invest in the Canadian market
  • Can tolerate a volatility level somewhere between moderate and high
Fund names Fund codes (F Series)     Monthly profile     Fund facts
NBI Canadian Equity Fund NBC3702  PDF  PDF     Send by email
NBI SmartBeta Low Volatility Canadian Equity Fund NBC796  PDF  PDF     Send by email
NBI Canadian All Cap Equity Fund NBC785  PDF  PDF     Send by email
NBI Canadian Equity Growth Fund NBC787  PDF  PDF     Send by email
NBI Small Cap Fund NBC741  PDF  PDF     Send by email
NBI Quebec Growth NBC760  PDF  PDF     Send by email
NBI Sustainable Canadian Equity Fund NBC5753  PDF  PDF     Send by email

Global Equity Funds

These funds are for investors who:

  • Are looking to maximize long-term growth by diversifying investments
  • Are willing to invest in international markets
  • Can tolerate a volatility level somewhere between moderate and high
Fund names Fund codes (F Series) Monthly profile   Fund facts
NBI Active U.S. Equity Fund NBC5741  PDF  PDF     Send by email
NBI Global Small Cap Fund Series NBC5756  PDF  PDF     Send by email
NBI SmartBeta Low Volatility Global Equity Fund NBC798  PDF  PDF     Send by email
NBI Global Equity Fund NBC767  PDF  PDF     Send by email
NBI International Equity Fund NBC5703  PDF  PDF     Send by email
NBI Global Diversified Equity Fund NBC482  PDF  PDF     Send by email
NBI Global Real Assets Income Fund NBC3799  PDF  PDF     Send by email
NBI SmartData U.S. Equity Fund NBC790  PDF  PDF     Send by email
NBI U.S. Equity Fund NBC743  PDF  PDF     Send by email
NBI SmartData International Equity Fund NBC791  PDF  PDF     Send by email
NBI Diversified Emerging Markets Equity Fund
NBC773  PDF  PDF     Send by email
NBI Sustainable Global Equity Fund
NBC5754  PDF  PDF     Send by email
NBI Active International Equity Fund
NBC5455  PDF  PDF     Send by email
NBI Active Global Equity Fund
NBC5740  PDF  PDF     Send by email
NBI Global Climate Ambition Fund
NBC5718  PDF  PDF     Send by email

Specialty Funds

These funds are for investors who:

  • Are looking to reinvest for the long term
  • Are willing to contribute to the growth of the natural resources industry by investing in specialty funds
Fund names Fund codes (F Series) Monthly Profile Fund facts
NBI Resource Fund NBC744  PDF  PDF     Send by email
NBI Precious Metal Fund NBC457  PDF  PDF     Send by email
NBI Innovators Fund NBC779  PDF  PDF     Send by email

Why choose NBI mutual funds?

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People first

We believe that people are at the heart of finance and investing. Our wide range of mutual funds, ETFs and portfolio solutions is designed with your goals in mind.

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Results driven

We carefully select and monitor portfolio managers to deliver a balance of growth and protection.

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Access to top talent

Our flexible structure enables us to select top portfolio managers from the world's most experienced investment firms.

Other featured solutions

Looking for more ways to invest with confidence? Explore our full range of solutions designed to fit different goals and strategies.

NBI ETFs

NBI Exchange-Traded Funds provide low-cost, diversified exposure and innovative strategies, managed by professionals worldwide.

Discover NBI ETFs

Meritage Portfolios®

Unlike individual mutual funds, Meritage offers ready-made portfolios that combine mutual funds and ETFs into 24 diversified solutions tailored to your investor profile.

Discover Meritage Portfolios

Sustainable solutions

Explore NBI’s sustainable solutions that combine sustainability with long-term growth potential. Learn how you can make a positive impact while pursuing your financial goals.

Discover our sustainable solutions

Do you have questions?

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Our sales team

Benefit from our sales team’s expertise for personalized support. Available Monday to Friday from 8:30 a.m. to 5 p.m. (ET)

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Operational support

Contact us:  

Call us Monday to Friday from 8 a.m. to 8 p.m. (ET): 1-877-463-7627

Send us an email: dealer.services@nbc.ca

Little details that matter

Legal notes

The information and the data supplied on the current page of this site, including those supplied by third parties, are considered accurate at the time of their publication 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.


NBI Funds (the “Funds”) are offered by National Bank Investments Inc., an indirect and wwholly 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 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 the NBI Money Market Fund, there can be no assurances that it will be able to maintain its net asset value per security at a constant amount or that the full amount of the investment in it will be returned. The Funds are not guaranteed, their values change frequently and past performance may not be repeated.


® NATIONAL BANK INVESTMENTS is a registered trademark of National Bank of Canada, used under licence by 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.