Private investments
Exclusive opportunities for an optimized portfolio
Unlocking access to institutional-grade investment solutions
Investing in private markets unlocks a broad spectrum of opportunities for investors. By allocating capital to private equity, private credit, and real assets, they can not only reduce portfolio volatility and enhance diversification, but also optimize risk-adjusted returns while aiming for sustainable long-term absolute performance.
Higher return potential
Private markets have historically and consistently outperformed public markets, while minimizing volatility. 1
Increased diversification
Private investments offer a powerful way to diversify your portfolio by gaining exposure to strategies historically available only to institutional investors.
Robust partners
Our open architecture structure enables us to partner with leading global portfolio management firms, including Apollo Global Management.
More possibilities
Private markets provide access to approximately 20 times more companies than those publicly listed on an exchange. 2
20 X
Our strategies
Private credit
In partnership with Apollo Global Management, the NBI Apollo Private Credit Fund offers access to private credit opportunities through Apollo Debt Solutions BDC—a U.S.-based, perpetual-life, non-traded business development company. The strategy focuses on directly originated senior secured loans to large corporations, broadly syndicated loans, and to a lesser extent, middle-market direct lending. This approach aims to generate stable income and long-term capital appreciation while enhancing portfolio diversification.
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more about ApolloPrivate equity
The NBI Private Equity Pooled Fund provides access to direct investments in private equity with the simplicity of a turnkey solution. Its multi-strategy approach spans across vintages, industries and markets. The mandate aims to provide comprehensive long-term capital growth by capturing value creation within global private markets.
Real Assets
The NBI Real Assets Pooled Fund offers a highly diversified, income-generating strategy that provides exposure to infrastructure, real estate, agriculture, and timberland. Designed to deliver a blend of income and capital appreciation, the strategy also aims to reduce correlation with traditional equity and fixed income markets. It represents a unique opportunity to invest alongside leading pension plans and endowments, while benefiting from long-term inflation protection and resilient asset fundamentals.
Our latest publications
Learn more about the latest developments and trends in the responsible investment market. Our content is developed by our teams of experts at NBI and our open architecture partners.
You have questions about our private investment solutions?
Our sales team
Benefit from our sales team’s support and expertise for personalized support. Available Monday to Friday from 8:30 a.m. to 5 p.m. (ET)
Operational support
Contact us:
Call us Monday to Friday from 8 a.m. to 8 p.m. (ET): 1-877-463-7627
Send us an email: dealer.services@nbc.ca
Investors, we’re here for you
If you have any questions about our investment solutions, contact us Monday through Thursday from 8 a.m. to 6 p.m. (ET) or Friday from 8 a.m. to 5 p.m. (ET)
1 “Evergreen funds: Accessing private markets alpha,” HarbourVest. Data from MSCI as at June 30, 2023. The average spread was calculated between the return on buyouts by private equity funds and the total return of the MSCI ACWI Index (World, all countries) over rolling five‑year periods between December 31, 2001 and June 30, 2023. Past performance is not a reliable indicator of future results.
2 “Evergreen funds: Accessing private markets alpha”, HarbourVest. Source: Data from PitchBook as at February 2, 2024 and MSCI as at December 31, 2023. Private markets made up of companies using buyout capital, growth capital and venture capital. Public markets composed of all constituents of the MSCI IMI Index.
The information and the data supplied on the current page of this site, including those supplied by third parties, are considered accurate at the time of their publication 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 Apollo Private Credit Fund (the "Fund") is managed by National Bank Investments Inc., an indirect wholly owned subsidiary of National Bank of Canada, and sold by authorized dealers. All investment returns are calculated after the payment of management fees, and other expenses borne by the Fund which are used to achieve the investment strategies. The NBI Fund is not suitable for all types of investors. Please consult your investment advisor to verify whether these shares are suitable for you and to obtain complete information, including the main risk factors. Performance shown reflects past performance gross of fees for the Apollo Debt Solutions BDC Fund. Characteristics of the Apollo Debt Solutions BDC Fund may vary from those of the Fund. Past performance may not be repeated.
The NBI Pooled Funds are managed by National Bank Investment Inc., a subsidiary of National Bank of Canada. The NBI Pooled Funds are not suitable for all types of investors. Please consult your investment advisor to verify whether these shares are suitable for you and to obtain complete information, including the main risk factors.
® NATIONAL BANK INVESTMENTS is a registered trademark of National Bank of Canada, used under licence by National Bank Investments Inc.
National Bank Investments is a signatory of the United Nations-supported Principles for Responsible Investment, a member of Canada’s Responsible Investment Association, and a founding participant in the Climate Engagement Canada initiative.