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NBI Funds

A flexible way to invest

At a glance

What are NBI Funds?

NBI Funds1 are investment funds offered by National Bank Investments Inc. (NBI).

Funds from many investors are pooled, then invested by the portfolio manager in various market-linked securities.

Perfect if you're looking to:

  • Leverage the expertise of some of the world's top portfolio managers
  • Select individual funds, or funds that fit your investment strategy
  • Select funds based on risk, potential returns, etc.
  • Invest a fixed amount each month

Do you know your investor profile? Find out now!

Determine my profile

Types of NBI funds

Money Market Fund

The NBI Money Market Fund is comprised of T-Bills and other short-term investment vehicles.
Minimum investment: $1,000

Perfect if you're looking to:

  • Reduce the volatility of a diversified portfolio
  • Enjoy a low-risk investment
  • Access your funds easily
  • Invest over the short term

Learn more about this fund

A faster way to invest: Simply complete the appropriate online form to choose a fund and start contributing to a non-registered account or RRSP. To invest in another type of registered account (TFSA, RESP), please contact your advisor
 

Fund name and investment horizon
Risk
1 year
3 years
5 years
10 years Since inception Apply

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Short-Term and Income Funds

Short-Term and Income Funds are mainly comprised of high-quality debt securities, mortgage-backed securities and preferred shares.
Minimum investment: $500

Perfect if you're looking to:

  • Get a good return with low to moderate risk
  • Invest in a balanced portfolio
  • Enjoy stable returns while protecting your investment

Learn more about these funds

A faster way to invest: Simply complete the appropriate online form to choose a fund and start contributing to a non-registered account or RRSP. To invest in another type of registered account (TFSA, RESP), please contact your advisor
 

Fund name and investment horizon
Risk
1 year
3 years
5 years
10 years Since inception Apply

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Diversified Fund

The Diversified Fund allows for a balanced asset allocation across the main asset classes (bonds, shares, etc.).
Minimum investment: $500

Perfect if you're looking to:

  • Get optimal returns with low to moderate risk
  • Diversify your portfolio while investing in a single vehicle

Learn more about this fund

A faster way to invest: Simply complete the appropriate online form to choose a fund and start contributing to a non-registered account or RRSP. To invest in another type of registered account (TFSA, RESP), please contact your advisor
 

Fund name and investment horizon
Risk
1 year
3 years
5 years
10 years Since inception Apply

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Canadian Equity Funds

Canadian Equity Funds are mainly comprised of stocks. As part of a diversified portfolio, they drive capital growth.
Minimum investment: $500

Perfect if you're looking to:

  • Get a high return with moderate to high risk
  • Invest in Canadian markets
  • Benefit from potential capital gains
  • Protect your investment over the long term

Learn more about these funds

A faster way to invest: Simply complete the appropriate online form to choose a fund and start contributing to a non-registered account or RRSP. To invest in another type of registered account (TFSA, RESP), please contact your advisor
 

Fund name and investment horizon
Risk
1 year
3 years
5 years
10 years Since inception Apply

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Global Equity Funds

As their name indicates, Global Equity Funds invest in equity securities of companies operating in countries around the world. They allow you to capitalize on the growth potential of international markets.

Perfect if you're looking to:

  • Get a high return with moderate to high risk
  • Diversify your investments for long-term growth

Learn more about these funds

A faster way to invest: Simply complete the appropriate online form to choose a fund and start contributing to a non-registered account or RRSP. To invest in another type of registered account (TFSA, RESP), please contact your advisor
 

Fund name and investment horizon
Risk
1 year
3 years
5 years
10 years Since inception Apply

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Specialized Funds

These funds focus on one industry, geographic area or specialized investment strategy.
Minimum investment: $500

Perfect if you're looking to:

  • Enjoy optimal diversification
  • Invest over the long term
  • Invest in the renewable energy sector, among others

Learn more about these funds

A faster way to invest: Simply complete the appropriate online form to choose a fund and start contributing to a non-registered account or RRSP. To invest in another type of registered account (TFSA, RESP), please contact your advisor
 

Fund name and investment horizon
Risk
1 year
3 years
5 years
10 years Since inception Apply

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Index Funds

Index Funds track the performance of a specific market index and perform well over the long term. These funds do not generate regular interest income.
Minimum investment: $500

Perfect if you're looking to:

  • Diversify your investments
  • Protect yourself from interest rate fluctuations

Learn more about these funds

A faster way to invest: Simply complete the appropriate online form to choose a fund and start contributing to a non-registered account or RRSP. To invest in another type of registered account (TFSA, RESP), please contact your advisor
 

Fund name and investment horizon
Risk
1 year
3 years
5 years
10 years Since inception Apply

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Magic wand tip icon

Tip

Not ready to invest right away? While you wait, put your funds in a high interest bank account like the NBI Altamira High-Interest CashPerformer.2

Why you should invest with us

Work with hand-picked, world-renowned experts. We are the leading bank-affiliated asset manager in Canada that does business with external portfolio managers. Stay on top of market trends with the quarterly outlook from the experts.

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Global expertise

Some of the world's top portfolio managers

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Criteria for excellence

Portfolio manager governance process to ensure objectives are met

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Ongoing evaluation

Our portfolio managers are held to the strictest standards

Count on our experts for sound investment advice.

Make an appointment

Little details that matter

Regulatory documents

Fund mergers

Prices and performance

Legal Disclaimers

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.

1. 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. For money market funds, there can be no assurances that a fund will be able to maintain its net asset value per security at a constant amount or that the full amount of the investment in a fund will be returned. The Funds are not guaranteed, their values change frequently and past performance may not be repeated.

2. The NBI Altamira High Interest CashPerformer? account is offered by National Bank of Canada (NBC), National Bank Trust (NBT) and Natcan Trust Company (NTC) through National Bank Investments Inc. (NBI), a wholly owned subsidiary of NBC. NBT and NTC are members of the Canada Deposit Insurance Corporation (CDIC). NBT is registered with the Autorité des marchés financiers (AMF). Your deposits in an NBI Altamira High-Interest CashPerformer? account in CAD are covered by CDIC or the AMF, as applicable. Your deposits in an NBI Altamira High-Interest CashPerformer? account in USD, only available through NBC, are covered by CDIC. Find out more about the coverage offered by CDIC and the AMF

The interest rate payable is an annual rate and is subject to change without direct notice to you. Interest is calculated daily on your account balance and paid monthly. The interest rate is set out on the Cash solutions webpage

The NBI Altamira High Interest CashPerformer? account offered by NBT is not available to residents of Ontario, Nunavut, the Northwest Territories, Yukon or Newfoundland and Labrador.  

The NBI Altamira High Interest CashPerformer? account offered by NTC is not available to residents of Nunavut, the Northwest Territories or Yukon.  

The NBI Altamira High Interest CashPerformer? account in USD cannot be held in an RESP.  

NBI reserves the right to refuse transactions accepted electronically. The refusal will be communicated within 24 hours of acceptance. There is a $5,000,000 investment limit for the NBI Altamira High Interest CashPerformer? account and the NBI Altamira High Interest CashPerformer? account in USD offered by National Bank. For the NBI Altamira High Interest CashPerformer? account offered by NBT and NTC, the limit is $150,000. 

? HIGH-INTEREST CASHPERFORMER is a registered trademark of NBC, used under licence by NBI.

? 2020 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.

Explore our other savings and investment solutions

Guaranteed Investment Certificates (GIC)

Take advantage of a safe investment with guaranteed returns.

See GICs

Savings account

Great for short-term saving—access your funds at any time.

See savings account

See all our solutions

Ready to invest?

Talk to one of our experts for personalized advice or sign in to National Bank online to invest.

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