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.
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
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 | |
|
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 | ||
| NBI Target 2026 Investment Grade Bond Fund | NBC9226 | ||
| NBI Target 2027 Investment Grade Bond Fund | NBC9227 | ||
| NBI Target 2028 Investment Grade Bond Fund | NBC9228 | ||
| NBI Target 2029 Investment Grade Bond Fund | NBC9229 | ||
| NBI Target 2030 Investment Grade Bond Fund | NBC9230 | ||
| NBI Target 2031 Investment Grade Bond Fund | NBC9231 | ||
| NBI Canadian Core Plus Bond Fund | NBC5757 | ||
| NBI Floating Rate Income Fund | NBC729 | ||
| NBI Bond Fund | NBC740 | ||
| NBI Global Tactical Bond Fund | NBC725 | ||
| NBI Global Tactical Bond Fund (US $) | NBC5733 | ||
| NBI Unconstrained Fixed Income Fund | NBC705 | ||
| NBI Corporate Bond Fund | NBC749 | ||
| NBI High Yield Bond Fund | NBC713 | ||
| NBI Preferred Equity Income Fund | NBC780 | ||
| NBI Preferred Equity Fund | NBC710 | ||
| NBI Jarislowsky Fraser Select Income Fund | NBC3700 | ||
| NBI Presumed Sound Investments Fund | NBC9799 | ||
| NBI Sustainable Canadian Bond Fund | NBC5752 | ||
| NBI Sustainable Global Bond Fund | NBC5716 | ||
| NBI Senior Loan Fund | NBC5717 |
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 | ||
| NBI Tactical Asset Allocation Fund | NBC3738 | ||
| NBI Global Balanced Growth Fund | NBC5737 |
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 | ||
| NBI SmartBeta Low Volatility Canadian Equity Fund | NBC796 | ||
| NBI Canadian All Cap Equity Fund | NBC785 | ||
| NBI Canadian Equity Growth Fund | NBC787 | ||
| NBI Small Cap Fund | NBC741 | ||
| NBI Quebec Growth | NBC760 | ||
| NBI Sustainable Canadian Equity Fund | NBC5753 |
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 | ||
| NBI Global Small Cap Fund Series | NBC5756 | ||
| NBI SmartBeta Low Volatility Global Equity Fund | NBC798 | ||
| NBI Global Equity Fund | NBC767 | ||
| NBI International Equity Fund | NBC5703 | ||
| NBI Global Diversified Equity Fund | NBC482 | ||
| NBI Global Real Assets Income Fund | NBC3799 | ||
| NBI SmartData U.S. Equity Fund | NBC790 | ||
| NBI U.S. Equity Fund | NBC743 | ||
| NBI SmartData International Equity Fund | NBC791 | ||
| NBI Diversified Emerging Markets Equity Fund |
NBC773 | ||
| NBI Sustainable Global Equity Fund |
NBC5754 | ||
| NBI Active International Equity Fund |
NBC5455 | ||
| NBI Active Global Equity Fund |
NBC5740 | ||
| NBI Global Climate Ambition Fund |
NBC5718 |
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 | ||
| NBI Precious Metal Fund | NBC457 | ||
| NBI Innovators Fund | NBC779 |
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.
Results driven
We carefully select and monitor portfolio managers to deliver a balance of growth and protection.
Access to top talent
Our flexible structure enables us to select top portfolio managers from the world's most experienced investment firms.
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.
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.
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.
Do you have questions?
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)
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.
