NBISmartBeta
Equity Funds
Bridging the gap between active and passive investing
Managed by Rothschild & Co Asset Management US Inc.
Key differentiators
Rothschild’s Equal Risk Contribution (ERC) 2.0 approach focuses on building the most risk-diversified portfolio.
- Rule-based investment decisions
- Selection process ensures that each security in the portfolio contributes equally to the diversification of risk
- Systematic rebalancing conducted quarterly
About the portfolio manager's firm
- Rich history: More than 200 years in financial services
- Depth and breadth: Employing approximately 2,800 professionals in 40 countries
- Their philosophy: "Diversification is good, but diversification of risk is even better"
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NBI SmartBeta Canadian Equity Fund |
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NBI SmartBeta Global Equity Fund |
NBI SmartBeta Canadian Equity Fund |
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NBI SmartBeta Global Equity Fund |
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Learn more about Series*
Questions?
Contact your NBI Sales Representative via email or by phone at 1-877-463-7627
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NBI Funds (the “Funds”) are offered by National Bank Investments Inc., a wholly owned subsidiary of National Bank of Canada. 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. The Funds are not guaranteed, their values change frequently and past performance may not be repeated.
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