Mutual fund investments have the following advantages:

• Maximum diversification of your investments.
• Our wide range of products is sure to meet your current and future needs.
• To find out more

The investment you select online will be validated by a National Bank advisor.

Strategic Portfolios

• Minimum investment of $10,000.
• Select the portfolio that best matches your investor profile.
• Draw on the expertise of our specialists for more effective investment management.
• Free portfolio rebalancing twice a year to ensure asset allocation matches your investor profile.
• Optimal diversification within a single investment.
• To find out more (PDF).

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National Bank Managed Portfolios

• Minimum initial investment: $100,000.
• Periodic Investment Plan: minimum $100 contribution on a weekly, biweekly, monthly, quarterly, semi-annual or annual basis.
• No additional service or transaction fees.
• Eligible for RRSPs, RRIFs and investment accounts.
• To find out more: www.nbc.ca/managedportfolios

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Monthly Income Portfolios

• The asset classes of the Monthly Income Portfolios are specially weighted to generate tax-efficient income outside a registered plan.
• Select the portfolio that best matches your investor profile.
• Draw on the expertise of our specialists for more effective investment management.
• Ideal solution for retirees and pre-retirees.
• Choice of monthly distribution (variable or fixed).
• To find out more (PDF).

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Diversified funds

• Minimum investment of $500.
• Simple and effective.
• Optimal diversification at all times.
• High-performance investments in line with your investor profile.
• To find out more (PDF)

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Money Market Funds

• Generates daily interest income.
• Lower risk than with other National Bank funds.

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Short-Term and Income Funds

• Generates steady income.
• Minimizes portfolio fluctuations.

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Canadian Equity Funds

• Made up primarily of stock market securities.

• Maximizes your potential return.

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Global Equity Funds

• Offers long-term capital growth.
• Provides optimal geographic diversification.

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Specialized Funds

• Assets are concentrated in a single sector/region or according to a specialized investment strategy.
• Allows for optimal diversification within an established portfolio.
• Increased potential for “super performance.”

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Index Funds

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