NBI Income Fund

Category: Short-Term and Income Funds
Fund Code
NBC707
NAV (05/28/2025)
$8.99 CAD
YTD (04/30/2025)
1.27%
Net assets (04/30/2025)
$61.15 M
MER (04/30/2025)
0.67%
Inception date
June 17, 2021

Portfolio manager(s)

Managed by National Bank Investments Inc. and sub-advised by:
Philippe Ouellette
Philippe Ouellette (Since 1994)
Money market, Fixed income
Nicolas Normandeau
Nicolas Normandeau (Since 2003)
Fixed income

Who is this fund for?

Investors who:
are looking to invest for the short to medium term (At least 1 year);
want to receive interest income regularly;
wish to add a source of interest income to their portfolio.

Performance

Annualized Returns
As of April 30, 2025
Period Fund
1 month ↓ 0.60%
3 months ↑ 0.10%
6 months ↑ 2.23%
1 year ↑ 9.41%
3 years ↑ 3.52%
5 years
No data available
10 years
No data available
Since Inception ↓ 0.05%
Calendar Returns
As of April 30, 2025
Bar chart showing the calendar returns for the fund nbc707 for the last five years and cumulative-12%-9%-6%-3%0%3%6%20202021202220232024YTD-12.306.804.321.27
Growth of $10,000
As of April 30, 2025

Quick Facts

As of 05/28/2025
Fund volatility Low
Investment horizon At least one year
Investment style
No data available
Market capitalization
No data available
Minimum investment $500 CAD
Subsequent investment $50 CAD
Green check mark Systematic investment
Green check mark RRSP eligibility
Green check mark Open to invest