The NBI Floating Rate Income Fund (FT Series) was awarded the
2023 Lipper Fund Award Trophy for best three-year performance in the
Canadian Short Term Fixed Income category for the period ending July
31, 2023, out of a total of 40 funds. Data is aggregated until the end
of July of any given year and results are published in November.
Performance for the NBI Floating Rate Income Fund (FT Series) for the
period ended October 31, 2023, is as follows: 4.66% (1 year), 2.60% (3
years), and 1.86% (5 years). The corresponding Lipper Leader ratings
of the fund for the same period are as follows: 5 (3 years), 4 (5
years), and N/A (10 years).
The NBI Quebec Growth Fund (Investor Series) was awarded the
2023 Lipper Fund Award Certificate for best ten-year performance in
the Canadian Small/Mid Cap Equity category for the period ending July
31, 2023, out of a total of 31 funds. Data is aggregated until the end
of July of any given year and results are published in November.
Performance for the NBI Quebec Growth Fund (Investor Series) for the
period ended October 31, 2023, is as follows: 5.51% (1 year), 9.68% (3
years), 8.41% (5 years), and 10.10% (10 years). The corresponding
Lipper Leader ratings of the fund for the same period are as follows:
4 (3 years), 5 (5 years), and 5 (10 years).
The NBI Innovators Fund (Investor Series) was awarded the
2023 Lipper Fund Award Certificate for best five-year performance in
the Global Equity category for the period ending July 31, 2023, out of
a total of 210 funds, and the 2023 Lipper Fund Award Certificate for
best ten-year performance in the Global Equity category for the period
ending July 31, 2023, out of a total of 141 funds. Data is aggregated
until the end of July of any given year and results are published in
November. Performance for the NBI Innovators Fund (Investor Series)
for the period ended October 31, 2023, is as follows: 12.47% (1 year),
8.27% (3 years), 14.85% (5 years), and 16.54% (10 years). The
corresponding Lipper Leader ratings of the fund for the same period
are as follows: 3 (3 years), 5 (5 years), and 5 (10 years).
The NBI North American Dividend Private Portfolio (F5 Series)
was awarded the 2023 Lipper Fund Award Trophy for best three-year
performance in the North American Equity category for the period
ending July 31, 2023, out of a total of 21 funds. Data is aggregated
until the end of July of any given year and results are published in
November. Performance for the NBI North American Dividend Private
Portfolio (F5 Series) for the period ended October 31, 2023, is as
follows: 3.75% (1 year), 11.49% (3 years), and 7.83% (5 years). The
corresponding Lipper Leader ratings of the fund for the same period
are as follows: 5 (3 years), 4 (5 years), and N/A (10 years).
The NBI U.S. Equity Private Portfolio (F Series) was awarded
the 2023 Lipper Fund Award Certificate for best five-year performance
in the U.S. Equity category for the period ending July 31, 2023, out
of a total of 142 funds. Data is aggregated until the end of July of
any given year and results are published in November. Performance for
the NBI U.S. Equity Private Portfolio (F Series) for the period ended
October 31, 2023, is as follows: 19.57% (1 year), 16.11% (3 years),
and 17.32% (5 years). The corresponding Lipper Leader ratings of the
fund for the same period are as follows: 5 (3 years), 5 (5 years), and
N/A (10 years).
The LSEG Lipper Fund Awards, granted annually, highlight funds and
fund companies that have excelled in delivering consistently strong
risk-adjusted performance relative to their peers.
The LSEG Lipper Fund Awards are based on the Lipper Leader for
Consistent Return rating, which is a risk-adjusted performance
measure calculated over 36, 60 and 120 months. The fund with the
highest Lipper Leader for Consistent Return (Effective Return) value
in each eligible classification wins the LSEG Lipper Fund Award. For
more information, see
lipperfundawards.com
. Although LSEG Lipper makes reasonable efforts to ensure the
accuracy and reliability of its data, the accuracy is not guaranteed
by LSEG Lipper.
