Conservative profile

Play it safe

The profile at a glance

Your priority is protecting your investment, but you're willing to tolerate some market fluctuations.
 

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Your 3 main objectives

  • Get steady returns
  • Enjoy some capital growth over the long term
  • Minimize the impact of market fluctuations on your portfolio

Your target asset allocation


Conservative profile target allocation graph
Cash and short-term

Cash and short‑term (0%)

Equities

Equities

Fixed income

Fixed income


 

Possible allocations

  Cash and short-term Equities Fixed income
Minimum 0% 20% 60%
Target 0% 30% 70%
Maximum 10% 40% 80%

The best solution for you

NBI Conservative Portfolio

This portfolio is comprised primarily of fixed-income funds to reduce volatility. Minimum investment: $500.

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Tip

Looking to invest $250,000 or more? NBI Private Wealth Management offers a comprehensive discretionary portfolio management service.

Little details that matter

See the other profiles

Secure profile

You're looking to invest with peace of mind, while receiving regular investment income.

See the Secure profile

Moderate profile

You're looking to earn investment income with low to moderate risk.

See the Moderate profile

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Terms of use
National Bank’s virtual assistant

When using our Virtual Assistant Service (the "Chatbot"), you accept these Terms of Use, which are subject to change without notice. Furthermore, you agree to consult these Terms of Use from time to time and acknowledge that your continuing use of the Chatbot means that you have accepted any changes that may have been made. Your continued use of the Chatbot means that you’ve read, understand and agree to these Terms of Use, the Terms of Use for our website, our Online transaction services, and to our privacy policy. You also understand any other agreements that you have with us will continue to apply when you use the Chatbot.

1. Our Services and your responsibilities

The Chatbot is an automated service which is integrated into our online banking platform.

The Chatbot is preprogrammed to answer general questions concerning the use of our online banking platform solely for informational purposes. The Chatbot is not able to answer questions on personal monetary transactions or products you hold with us.

By using the Chatbot, you understand and agree that:

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We cannot guarantee that the results obtained via the Chatbot will be accurate and reliable and that the answers provided will meet your expectations.

We will not be held liable for damages you incur as a result of:

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You have requested that these Terms of Use, and related documents be drawn up in English.

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