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NBISmartBeta
Equity Funds

Bridging the gap between active and passive investing

Managed by Rothschild & Co Asset Management US Inc.

Investment strategy

  • Quantitative analysis of risk used to build the portfolio

  • Selection criteria of securities not based on market capitalization

  • Process aims to achieve a diversified portfolio by market sectors

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

Why invest in these Funds?

ERC 2.0 targets the following three goals to add value:

  • Reducing volatility

  • Limiting maximum drawdowns

  • Improving the Sharpe ratio

Documents

Information sheet Public

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About the portfolio manager's firm

Rothschild Asset Management Inc logo

 

  • 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"

Learn more

Fund series

 

Advisor Series

F Series

Initial sales charge

NBI SmartBeta Canadian Equity Fund

NBC496

NBC796

NBI SmartBeta Global Equity Fund

NBC498

NBC798

NBI SmartBeta Canadian Equity Fund

Advisor Series

Initial sales charge

NBC496

F Series

NBC796

NBI SmartBeta Global Equity Fund

Advisor Series

Initial sales charge

NBC498

F Series

NBC798

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.

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.

National Bank Investments is a member of Canada’s Responsible Investment Association and a signatory of the United Nations-supported Principles for Responsible Investment.

© 2022 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.

® NATIONAL BANK INVESTMENTS is a registered trademark of National Bank of Canada, used under license by National Bank Investments Inc.