National Bank Investments announces the addition of a new portfolio to the Meritage Portfolio line-up
September 05, 2014
National Bank Investments Inc. (NBI) announces today the addition of the Meritage Global Income and Growth Portfolio to the Meritage Portfolio line-up. The new portfolio invests in global equity and global fixed income underlying funds and responds to the needs of investors who are looking for a globally diversified balanced investment solution.
Much like the existing Meritage Portfolios, the Meritage Global Income and Growth Portfolio invests in mutual funds managed by third parties. The Meritage Global Income and Growth Portfolio’s investment objective is to achieve a combination of income and long-term capital appreciation.
Meritage Portfolios invest in third-party funds that are selected using a quantitative and qualitative approach known as the Select Rating System®. In addition to specific criteria against which the underlying funds are evaluated, the funds selected for Meritage Portfolios are chosen based on a comprehensive complementarity analysis which aims to optimize the risk/return ratio of the investment solution. The selection and monitoring processes of Meritage Portfolios are independently reviewed by Aon Hewitt, an investment management consulting firm.
Meritage Portfolios are designed to suit the needs of investors with varying risk tolerance levels and investment horizons. Meritage Portfolios offer a complete investment solution with optimal diversification across asset classes, regions, market capitalizations, and management styles, all integrated into a “fund of funds” structure. With assets exceeding $3.2 billion, Meritage Portfolios are now amongst the most sought-after investment solutions.
The Select Rating System® is a registered trade-mark of National Bank of Canada, used under license by National Bank Investments Inc.
About Meritage Portfolios®
The Meritage Portfolios (the “Portfolios”) are managed by National Bank Investments Inc., a wholly-owned subsidiary of National Bank of Canada. Commissions, trailing commissions, management fees
About National Bank of Canada
With $199 billion in assets as at July 31, 2014, National Bank of Canada (http://www.nbc.ca), ), together with its subsidiaries, forms one of Canada’s leading integrated financial groups. The Bank has more than 20,000 employees and is widely recognized as a top employer. Its securities are listed on the Toronto Stock Exchange (TSX: NA). Follow the Bank’s activities via social media and learn more about its extensive community involvement at clearfacts.ca and commitment.nationalbank.ca.
The Select Rating System® is a registered
Information (The telephone number provided below is for the exclusive use of journalists and other media representatives.):
Marie-Pierre Jodoin
Director – Public Affairs
National Bank
Tel.: 514-394-4209