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NBI Strategic U.S. Income and Growth Fund 

Multi-layered approach to risk management

Managed by Goldman Sachs Asset Management LP

Investment strategy

An extensive risk management infrastructure within portfolio teams and the Investment Management Division is complemented by independent controls and operational supports throughout the firm.

Key differentiators

  • A dynamically managed strategy that seeks to add value on four levels: asset allocation, security selection, asset selection (making an active decision on how to gain exposure to a company within its capital structure) and duration management.

  • GSAM's "Best Ideas, Go Anywhere" integrated approach allows for investment opportunities across the full "yield continuum" of equities and bonds, in both traditional and non-traditional asset classes.

  • Balanced U.S. focused approach, tactical in nature, with currency risk management in the fixed income allocation.
Balanced U.S. focused approach

Why invest in this Fund?

Persistent need for income

  • Access to the largest bond market in the world

  • Access to some of the best dividend payers

  • Access to non-traditional sources of income

Exposure to the U.S.

  • Exposure to the largest economy in the world

  • Broadening of investment horizon

Balance between bonds and equities

  • Avoiding the asset mix decision

  • Multiple sources of income

Documents

  • H & FH Series FAQ
  • Find out more about the Fund Investor | Advisor
  • Discover GSAM
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About the portfolio manager’s firm

Goldman Sachs Asset Management LP logo

 

  • Goldman Sachs Asset Management L.P. is one of the world's leading investment managers

  • USD 1.02 trillion in assets under supervision spread across a broad product offering

  • Over 2,000 professionals providing extensive experience and deep bench strength

  • Presence in 33 locations around the world enabling continuous sourcing of leading professionals and enhanced research efforts

 

Learn more

Fund Series

Advisor Series

H Series

F Series

FH Series

T5 Series

 F5 Series

Initial sales charge

Low sales charge

Deferred sales charge

Initial sales charge

Low sales charge

Deferred sales charge

Initial sales charge

Low sales charge

Deferred sales charge

NBC445

NBC645

NBC545

NBC5145

NBC5345

NBC5245

NBC745

NBC5045

NBC5445

NBC5645

NBC5545

NBC5745

Advisor Series

Initial sales charge

NBC445

Low sales charge

NBC645

Deferred sales charge

NBC545

H Series

Initial sales charge

NBC5145

Low sales charge

NBC5345

Deferred sales charge

NBC5245

F Series

NBC745

FH Series

NBC5045

T5 Series

Initial sales charge

NBC5445

Low sales charge

NBC5645

Deferred sales charge

NBC5545

 F5 Series

NBC5745

Learn more about series*

Questions?

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

Legal notes

The National Bank Strategic U.S. Income and Growth Fund (the “Fund”) is offered by National Bank Investments Inc., a wholly owned subsidiary of National Bank of Canada. Goldman Sachs Asset Management acts as portfolio manager for the Fund. Commissions, trailing commissions, management fees and expenses all may be associated with investments in the Fund. 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.