NBI SmartBeta Low Volatility Canadian Equity Fund

Category: Canadian Equity Funds
Fund Code
NBC796
NAV (03/14/2025)
$16.57 CAD
YTD (02/28/2025)
3.44%
Net assets (02/28/2025)
$324.05 M
MER (02/28/2025)
0.86%
Inception date
October 30, 2015

Portfolio manager(s)

Managed by:

Who is this fund for?

Investors who:
are looking to invest for the long term (at least five years);
want to gain exposure to Canadian equity markets.

Performance

Annualized Returns
As of February 28, 2025
Period Fund
1 month ↑ 3.38%
3 months ↑ 1.47%
6 months ↑ 6.87%
1 year ↑ 19.40%
3 years ↑ 8.85%
5 years ↑ 10.22%
10 years
No data available
Since Inception ↑ 9.25%
Calendar Returns
As of February 28, 2025
Bar chart showing the calendar returns for the fund nbc796 for the last five years and cumulative0%5%10%15%20202021202220232024YTD6.1018.25-4.818.1419.093.44
Growth of $10,000
As of February 28, 2025

Quick Facts

As of 03/14/2025
Fund volatility Low to medium
Investment horizon At least five years
Investment style Quantitative
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