NBI Canadian All Cap Equity Fund

Long-term capital appreciation by investing in companies of all capitalizations

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Investment strategy | Key differentiators | Why invest in this Fund | Fund Series

Investment strategy

The core of this Fund comprises mainly of Canadian equity securities with the flexibility of investing up to 30% of its net assets in foreign securities. The primary objective is to ensure long-term investment returns through capital growth.

Key differentiators

Focus on potential absolute returns seeking the best investment ideas regardless of sector, market cap or index weighting
Identifying companies that are consistently growing their earnings, sales and cash flows and trading at discount to their net asset value
Emphasis on risk management and downside protection—growing capital while finding attractive risk-return trade-offs. Sector exposure vastly different from TSX

Why invest in this Fund?

This is not your typical Canadian equity fund. With enhanced sector diversification through active management, the Fund differs from the common Canadian equity funds that often simply mirror the weightings of the headline index for the Canadian equity market.

Documents

Feuillet d'information Public | Conseiller

Présentation du lancement

Présentation de la firme et de son équipe de gestionnaire

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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.

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Fund Series

Advisor Series			F Series	T5 Series			F5 Series
Initial sales charge	Low sales charge	Deferred sales charge	F Series	Initial sales charge	Low sales charge	Deferred sales charge	F5 Series
NBC485	NBC685	NBC585	NBC785	NBC5485	NBC5685	NBC5585	NBC5785

Advisor Series	Initial sales charge	NBC485
	Low sales charge	NBC685
	Deferred sales charge	NBC585
F Series		NBC785
T5 Series	Initial sales charge	NBC5485
	Low sales charge	NBC5685
	Deferred sales charge	NBC5585
F5 Series		NBC5785

Learn more about series *

Questions?

Contact your NBI Sales Representative via email or by phone at 1-877-463-7627

Legal Notes

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. CI Investments Inc. acts as portfolio manager for the Fund. 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.