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NBI Canadian All Cap Equity Fund

Seizing opportunities irrespective of market capitalization

Sub-managed by Manulife Investment Management Limited

Investment strategy

The portfolio manager strives to identify companies whose capital productivity ratio and free cash flow performance have the potential to generate attractive risk-adjusted returns. Financial statements (last 10 years minimum), products and management of the company as well as industry structure, trends, barriers to entry and certain economic factors are among the criteria analyzed.

Key differentiators

  • ESG analysis is an integral part of the investment process.

  • Risk monitoring by a separate team.

  • Stable and experienced investment team.

Why invest in this Fund?

The fund managers’ investment philosophy is based on a well-defined and repeatable investment process with a proven track record. The portfolio mainly consists of common stocks of Canadian large, mid and small cap companies with the most attractive long-term prospects.

About the portfolio manager’s firm

Manulife logo

 

  • Founded in Toronto over 120 years ago.

  • Assets under management totalling 740 billion dollars.

  • UN Principles for Responsible Investment signatory since December 2015 and member of the Canadian Coalition for Good Governance.

 

Learn More

Fund Series

Advisor Series

F Series

T5 Series

F5 Series 

Initial sales charge

Initial sales charge

NBC485

NBC785

NBC5485

NBC5785

Advisor Series

Initial sales charge

NBC485

F Series

NBC785

T5 Series

Initial sales charge

NBC5485

F5 Series 

NBC5785

Learn more about series*

Questions?

Contact your NBI Sales Representative via email or by phone at 1-877-463-7627

Legal Notes

The information and the data supplied in the present document, including those supplied by third parties, are considered accurate at the time of their printing and were obtained from sources which we considered reliable. We reserve the right to modify them without advance notice. This information and data are supplied as informative content only. No representation or guarantee, explicit or implicit, is made as for the exactness, the quality and the complete character of this information and these data. The opinions expressed are not to be construed as solicitation or offer to buy or sell shares mentioned herein and should not be considered as recommendations.

The NBI Canadian All Cap Equity Fund (the “Fund”) is offered by National Bank Investments Inc., a wholly owned subsidiary of National Bank of Canada. Manulife Investment Management Limited acts as portfolio sub-advisor for the Fund and National Bank Trust Inc. is the portfolio manager. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus of the Fund before investing. The Fund’s securities are not insured by the Canada Deposit Insurance Corporation or by any other government deposit insurer. The Fund is not guaranteed, its values change frequently, and past performance may not be repeated.

National Bank Investments is a member of Canada’s Responsible Investment Association and a signatory of the United Nations-supported Principles for Responsible Investment.

© 2022 National Bank Investments Inc. All rights reserved. Any reproduction, in whole or in part, is strictly prohibited without the prior written consent of National Bank Investments Inc.

® NATIONAL BANK INVESTMENTS is a registered trademark of National Bank of Canada, used under license by National Bank Investments Inc.