NBI Resource Fund

Category: Specialized Funds
Fund Code
NBC744
NAV (05/28/2025)
$17.36 CAD
YTD (04/30/2025)
-6.73%
Net assets (04/30/2025)
$52.24 M
MER (04/30/2025)
1.09%
Inception date
May 21, 2014

Portfolio manager(s)

Managed by National Bank Investments Inc. and sub-advised by:
Bryan Pilsworth
Bryan Pilsworth (Since 2002)
Canadian Equities

Who is this fund for?

Investors who:
are looking to invest for the long term (at least 5 years);
are seeking to participate in the growth of the natural resources sector within a diversified portfolio.

Performance

Annualized Returns
As of April 30, 2025
Period Fund
1 month ↓ 6.63%
3 months ↓ 9.30%
6 months ↓ 8.18%
1 year ↓ 5.50%
3 years ↑ 2.53%
5 years ↑ 12.92%
10 years ↑ 5.54%
Since Inception ↑ 4.68%
Calendar Returns
As of April 30, 2025
Bar chart showing the calendar returns for the fund nbc744 for the last five years and cumulative-5%0%5%10%15%20%25%20202021202220232024YTD-7.1526.4414.906.4215.86-6.73
Growth of $10,000
As of April 30, 2025

Quick Facts

As of 05/28/2025
Fund volatility High
Investment horizon At least five years
Investment style Growth
Market capitalization
  • Mid
  • 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