The NBI Floating Rate Income Fund (FT Series) earned the LSEG
Lipper Fund Awards Canada 2024 trophy for best three-year performance
out of a total of 38 funds and the certificate for best five-year
performance out of a total of 35 funds in the Canadian Short Term
Fixed Income category for the period ending July 31, 2024. 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 September 30, 2024, is as
follows: 12.29% (1 year), 3.76% (3 years), and 4.26% (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 NBI Quebec Growth Fund (F Series) earned the LSEG Lipper
Fund Awards Canada 2024 certificate for best ten-year performance out
of a total of 31 funds in the Canadian Small/Mid Cap Equity category
for the period ending July 31, 2024. 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 (F Series) for the period
ended September 30, 2024, is as follows: 26.91% (1 year), 7.95% (3
years), 13.14% (5 years), and 11.98% (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) earned the LSEG
Lipper Fund Awards Canada 2024 certificates for best five-year
performance out of a total of 197 funds and best ten-year performance
out of a total of 133 funds in the Global Equity category for the
period ending July 31, 2024. 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
September 30, 2024, is as follows: 37.39% (1 year), 13.89% (3 years),
18.79% (5 years), and 18.23% (10 years). The corresponding Lipper
Leader ratings of the fund for the same period are as follows: 5 (3
years), 5 (5 years), and 5 (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.
