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Proxy voting policies and records 

Policies

In accordance with the regulations in effect, NBI 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

Please find below the proxy voting records of each NBI Fund for the period from July 1, 2017 to June 30, 2018, which set out proposals and show how the portfolio managers and portfolio sub-managers of the NBI Funds voted. In accordance with regulations, proxy voting records will be made available on August 31 each year.

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

See record

NBI Unconstrained Fixed Income Fund

See record

NBI Preferred Equity Income Fund

See record

NBI Jarislowsky Fraser Select Income Fund

See record

Diversified Funds
National Bank Balanced Diversified Fund

See record

NBI Jarislowsky Fraser Select Balanced Fund

See record

NBI Strategic U.S. Income and Growth 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 Global Real Assets Income Fund

See record

NBI SmartData U.S. Equity Fund

See record

NBI U.S. Equity Fund

See record

NBI SmartData Global Equity Fund

See record

NBI U.S. Dividend Fund

See record

NBI Westwood Emerging Markets Fund

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 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 U.S. High Conviction Equity Private Portfolio

See record

NBI International Equity Private Portfolio

See record


NBI International High Conviction Equity Private Portfolio

See record

NBI Emerging Markets Equity Private Portfolio

See record

NBI Real Assets Private Portfolio

See record

Meritage Portfolios
Proxy voting policy

See record


Proxy voting disclosing records
 

See record