NBI Global Equity Fund

Quality and high conviction on a global scale

Morningstar RatingTM ★★★★★

Sub-advised by PineStone Asset Management inc.

Why NBI Global Equity Fund?

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Proven track record

The NBI Global Equity Fund has demonstrated a top-performing track record in its category since inception. The Fund is managed by a stable team of experienced industry specialists with extensive sector expertise and deep industry relationships.

See performance

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A methodic investment process

Analysts use the “Test of T.I.M.E” grid (Track record, Industry attractiveness, Management quality, Economic moat). This grid allows the evaluation to be standardized across geography and industry sectors, not limited to sectoral weights thought.

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High conviction and truly active

A core global equity offering with a high conviction approach and a low portfolio turnover resulting in a true active solution.

Investment overview 

The NBI Global Equity Fund seeks to provide sustainable outperformance from stock selection through a nimble approach to investing. The fund’s strategy focuses on a worldwide diversified, actively managed portfolio of high quality, growing companies with attractive valuations and a sustainable competitive advantage. Capital is reallocated appropriately based on conviction and risk/return potential. Developing a deep understanding of these companies and holding them for the long run is a key pillar in investment philosophy.

A Fund rewarded for its sustained performance


2023

Morningstar® Rating
5 stars


2023

FundGrade A+® Award
 

About the portfolio sub-advisors

Based in Montreal, PineStone Asset Management Inc. is a global equity manager founded in 2021 following a separation from a large independent asset manager.

The firm is 100% employee-owned and led by Nadim Rizk, a seasoned portfolio manager with over 25 years of experience.

Nadim Rizk founded PineStone Asset Management in 2021 and serves as the firm’s CEO, CIO and Lead Portfolio Manager.  Previously, Mr. Rizk was the head of the Global Equity team and the Lead Portfolio Manager of the U.S., International and Global equity strategies at Fiera Capital.

Fund Codes

Advisor Series

H Series

F Series

FH Series

NBC467

NBC5967

NBC767

NBC5867

Other NBI Funds sub-advised by PineStone Asset Management Inc.

Questions?

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 Global Equity Fund (the “Fund”) is offered by National Bank Investments Inc., an indirect wholly owned subsidiary of National Bank of Canada, and sold by authorized dealers. National Bank Trust Inc. acts as portfolio manager and PineStone Asset Management Inc. as portfolio sub-advisor for the Fund. 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 value changes frequently and past performance may not be repeated.

Complete information on the NBI Funds and ETFs' ratings is available at the following hyperlinks: Fundgrade A+® and Morningstar 4-5 Stars funds.

All performance shown is for F Series. F Series is offered as part of a “fees for services” program and as such, the performance shown does not include the compensation paid by the investor to the dealer, which would have reduced returns. Other series of units of the NBI Funds may be subject to higher management fees, which may result in lower returns. The NBI Global Equity Fund performance for 1 year is 16.43%, 3 years is 8.32%, 5 years is 13.51% and 10 years is 12.83%. The NBI U.S. Equity Fund performance for 1 year is 18.62%, 3 years is 12.13%, 5 years is 16.34% and 10 years is 15.87%.

 

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

National Bank Investments is a signatory of the United Nations-supported Principles for Responsible Investment, a member of Canada’s Responsible Investment Association, and a founding participant in the Climate Engagement Canada initiative.