NBI Canadian All Cap Equity Fund
Seizing opportunities irrespective of market capitalization
Sub-managed by Manulife Investment Management Limited
Investment strategy
The portfolio manager strives to identify companies whose capital productivity ratio and free cash flow performance have the potential to generate attractive risk-adjusted returns. Financial statements (last 10 years minimum), products and management of the company as well as industry structure, trends, barriers to entry and certain economic factors are among the criteria analyzed.
About the portfolio manager’s firm
- Diverse team of investment management professionals helmed by Brandon Snow
- Fundamentally driven, specializing in high conviction Canadian, U.S., global and multi-asset mandates
- Maintaining strong management relationships with companies held in the Fund.
Advisor Series |
F Series |
T5 Series |
F5 Series |
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|---|---|---|---|---|---|---|---|
Initial sales charge |
Low sales charge |
Deferred sales charge |
Initial sales charge |
Low sales charge |
Deferred sales charge |
||
Advisor Series |
Initial sales charge |
|
|---|---|---|
Low sales charge |
||
Deferred sales charge |
||
F Series |
||
T5 Series |
Initial sales charge |
|
Low sales charge |
||
Deferred sales charge |
||
F5 Series |
||
Questions?
Contact your NBI Sales Representative via email or by phone at 1-877-463-7627
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 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.
The NBI Canadian All Cap Equity Fund (the “Fund”) is offered by National Bank Investments Inc., a wholly owned subsidiary of National Bank of Canada. Manulife Investment Management Limited acts as portfolio sub-advisor for the Fund and National Bank Trust Inc. is the portfolio manager. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. 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 values change frequently, and past performance may not be repeated.
National Bank Investments is a member of Canada’s Responsible Investment Association and a signatory of the United Nations-supported Principles for Responsible Investment.
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