NBI Global Equity Fund

Category: Global Equity Funds
Morningstar rating: 4 of 5
Fund Code
NBC467
NAV (05/16/2025)
$31.76 CAD
YTD (04/30/2025)
-6.93%
Net assets (04/30/2025)
$1.35 B
MER (04/30/2025)
2.51%
Inception date
February 08, 2002

Portfolio manager(s)

Managed by National Bank Investments Inc. and sub-advised by:
Nadim Rizk
Nadim Rizk (Since 1998)
Global equity, US equity
Andrew Chan
Andrew Chan (Since 2001)
US equity, Global equity

Who is this fund for?

Investors who:
are looking to invest for the long term (at least 5 years);
are seeking to diversify their investments with exposure to global markets;
want to hedge against a drop in the value of the Canadian dollar.

Performance

Annualized Returns
As of April 30, 2025
Period Fund
1 month ↓ 4.60%
3 months ↓ 11.74%
6 months ↓ 3.73%
1 year ↑ 4.21%
3 years ↑ 8.82%
5 years ↑ 10.16%
10 years ↑ 10.07%
Since Inception ↑ 5.68%
Calendar Returns
As of April 30, 2025
Bar chart showing the calendar returns for the fund nbc467 for the last five years and cumulative-10%0%10%20%20202021202220232024YTD15.2123.30-13.9314.8119.61-6.93
Growth of $10,000
As of April 30, 2025

Quick Facts

As of 05/16/2025
Fund volatility Medium
Investment horizon At least five years
Investment style Growth
Market capitalization
  • Large
Minimum investment $500 CAD
Subsequent investment $50 CAD
Green check mark Systematic investment
Green check mark RRSP eligibility
Green check mark Open to invest