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NBISmartBeta Funds

Bridging the gap between active and passive investing

Managed by Rothschild Asset Management Inc.

Investment strategy

  • SmartBeta strategies bridge the gap between active and passive investing

  • Use alternative index construction rules that differ from traditional market cap-weighted indices

  • Optimize specific factors such as volatility and momentum to systematically select, weigh and rebalance securities in the portfolio

 

Key differentiators

Rothschild Equal Risk Contribution (ERC) 2.0 approach is the last of a series of evolutions in the SmartBeta space that aims at providing the most risk-diversified portfolio.

  • Favorable to rule-based decisions and active returns

  • Aim at optimizing the risk/return of a specific index

  • Offer superior diversification

  • Conduct systematic monthly rebalancing

Why invest in these Funds?

ERC 2.0 aims to add value at three levels by:

  • Reducing volatility

  • Limiting maximum drawdowns

  • Improving the Sharpe ratio

Documents

Information sheet Public

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

  • Tradition of adding value: Their philosophy; "Diversification is good, but diversification of risk is even better"

Learn more

Fund Series

 

Advisor Series

F Series

Initial sales charge

Low sales charge

Deferred sales charge

NBI SmartBeta Canadian Equity Fund

NBC496

NBC696

NBC596

NBC796

NBI SmartBeta Global Equity Fund

NBC498

NBC698

NBC598

NBC798

NBI SmartBeta Canadian Equity Fund

Advisor Series

Initial sales charge

NBC496

Low sales charge

NBC696

Deferred sales charge

NBC596

F Series

NBC796

NBI SmartBeta Global Equity Fund

Advisor Series

Initial sales charge

NBC498

Low sales charge

NBC698

Deferred sales charge

NBC598

F Series

NBC798

Learn more about Series*

Questions?

Call or email an NBI sales representative: 1-877-463-7627

Legal notes

The NBI SmartBeta Funds (the “Funds”) are offered by National Bank Investments Inc. (“NBI”), a wholly owned subsidiary of National Bank of Canada. Rothschild Asset Management Inc. (“Rothschild”) acts as portfolio sub-advisor for the Funds. Commissions, trailing commissions, management fees and expenses all may be associated with investments in the Funds. 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.

An Investment Management Agreement has been entered into between NBI and Rothschild Asset Management. Views expressed by Rothschild regarding an investment philosophy, outlook and/or strategy do not necessarily represent the views of National Bank of Canada and its subsidiaries and are not a recommendation to buy or sell and may not be relied on as investment advice. Any such views are subject to change at any time and National Bank of Canada and its affiliates disclaim any responsibility to update such views.

The information and data provided in this document, including that provided by third parties, were considered accurate at the time of publication and obtained from sources considered reliable. We reserve the right to modify this information without notice. This information and data are provided for information purposes only. National Bank and its affiliates make no guarantee, implicit or otherwise, as to the quality, accuracy or completeness of this information and data. This document is intended to provide information of a general nature and must not in any case be considered as offering investment, financial, tax, accounting or legal advice. This document does not in any way suggest the purchase or sale of any security whatsoever and the reader is strongly encouraged to consult a financial advisor and/or professional tax advisor before engaging in the purchase or sale of any security.

© National Bank Investments Inc. All rights reserved. Reproduction in whole or in part is strictly prohibited without the prior written authorization of National Bank Investments Inc.