NBI Sustainable Global Equity Fund

Category: Global Equity Funds
Sustainability rating: 4 of 5
Fund Code
NBC5454
NAV (05/29/2025)
$10.79 CAD
YTD (04/30/2025)
-9.53%
Net assets (04/30/2025)
$275.97 M
MER (04/30/2025)
2.09%
Inception date
June 17, 2021

Portfolio manager(s)

Managed by National Bank Investments Inc. and sub-advised by:
Daniel Roarty
Daniel Roarty (Since 1994)
Thematic & Sustainable Equities

Who is this fund for?

Investors who:
are looking to diversify your investments with exposure to global markets;
want to invest your money for the long term (at least five years).

Performance

Annualized Returns
As of April 30, 2025
Period Fund
1 month ↓ 2.61%
3 months ↓ 13.35%
6 months ↓ 9.94%
1 year ↓ 0.98%
3 years ↑ 3.48%
5 years
No data available
10 years
No data available
Since Inception ↑ 0.33%
Calendar Returns
As of April 30, 2025
Bar chart showing the calendar returns for the fund nbc5454 for the last five years and cumulative-20%-15%-10%-5%0%5%10%20202021202220232024YTD-20.9011.5613.01-9.53
Growth of $10,000
As of April 30, 2025

Quick Facts

As of 05/29/2025
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