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NBI Canadian All Cap Equity Fund

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

Managed by CI Investments Inc.

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.

About the portfolio manager’s firm

CI Investments Inc logo

 

  • 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.

 

Learn More

Fund Series

Advisor Series

F Series

T5 Series

F5 Series 

Initial sales charge

Low sales charge

Deferred sales charge

Initial sales charge

Low sales charge

Deferred sales charge

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?

Call or email an NBI sales representative: 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.

© 2017 National Bank Investments Inc. All rights reserved. Any reproduction, in whole or in part, is strictly prohibited without the prior written consent of National Bank Investments Inc.