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Proxy voting policies and records 

Policies

In accordance with the regulations in effect, NBI Funds and Exchange-Traded Funds have proxy voting policies for the securities held in their portfolios. These policies set out guidelines for voting on shareholder resolutions (election of directors, appointment of auditors, executive and director compensation, changes concerning the rights of shareholders, etc.).

Policies of the portfolio managers and portfolio sub-managers (PDF format):

Proxy voting records

Here is the proxy voting record for each NBI Funds and Exchange-Traded Funds for the period from July 1st 2018 to June 30th 2019 indicating, among other things, the matters voted on and how the portfolio managers of NBI Funds and Exchange-Traded Funds voted on such matters. A copy of this record can be obtained by contacting National Bank Investments Advisory Service at 1-888-270-3941 or 514-871-2082 or by sending an e-mail to Investments@bnc.ca. In accordance with regulations, subsequent proxy voting records will be made available annually on August 31st.

Fund name
Proxy voting records (PDF format)
Short-Term and Income Funds
NBI Unconstrained Fixed Income Fund

See record

NBI Preferred Equity Income Fund

See record

NBI Floating Rate Income Fund

See record

NBI Jarislowsky Fraser Select Income Fund

See record

NBI Preferred Equity Fund

See record

Diversified Funds
National Bank Conservative Diversified Fund

See record

National Bank Balanced Diversified Fund

See record

National Bank Growth Diversified Fund

See record

NBI Jarislowsky Fraser Select Balanced Fund

See record

Canadian Equity Funds
NBI Jarislowsky Fraser Select Canadian Equity Fund

See record

NBI SmartBeta Canadian Equity Fund

See record

NBI Canadian Equity Fund

See record

NBI Canadian All Cap Equity Fund

See record

NBI Canadian Equity Growth Fund

See record

NBI Small Cap Fund

See record

NBI Quebec Growth Fund

See record

Global Equity Funds
NBI SmartBeta Global Equity Fund

See record

NBI Global Equity Fund

See record

NBI SmartData U.S. Equity Fund

See record

NBI U.S. Equity Fund

See record

NBI SmartData International Equity Fund

See record

NBI U.S. Dividend Fund

See record

NBI Westwood Emerging Markets Fund

See record

NBI Diversified Emerging Markets Equity Fund (fund has changed name December 5, 2018, was previously NBI Emerging Markets Equity Private Portfolio)

See record

Specialized Funds
NBI Resource Fund

See record

NBI Precious Metals Fund

See record

NBI Science and Technology Fund

See record

Index Funds
NBI Canadian Index Fund

See record

NBI Canadian Equity Index Fund

See record

NBI U.S. Equity Index Fund

See record

NBI International Equity Index Fund

See record

NBI Private Portfolios
NBI Equity Income Private Portfolio

See record


NBI Canadian Equity Private Portfolio
 

See record

NBI Canadian High Conviction Equity Private Portfolio

See record

NBI North American Dividend Private Portfolio

See record

NBI U.S. Equity Private Portfolio

See record

NBI International Equity Private Portfolio

See record

NBI Emerging Markets Equity Private Portfolio (fund has changed name December 5, 2018 to NBI Diversified Emerging Markets Equity Fund )

See record

NBI Real Assets Private Portfolio

See record

NBI Multiple Asset Class Private Portfolio

See record

NBI Exchange-Traded Funds (ETFs)
NBI Canadian Family Business ETF

See record

NBI Global Real Assets Income ETF

See record

Meritage Portfolios
Proxy voting policy

See record


Proxy voting disclosing records
 

See record