NBI Global Equity Fund

Seeking high quality on a global scale

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Investment strategy | Key differentiators | Why invest in this Fund | Fund Series

Investment strategy

The Fund searches for undervalued shares of company in every sector and screens for the "best of breed" high quality companies to invest in. This is done with the objective of generating strong returns on invested capital with little dependence on financial leverage while ensuring long-term capital growth potential.

Key differentiators

An approach based on companies with strong fundamentals and competitive advantages unique to their business model
Process involves gradually building positions and adding as conviction in the company grows

Why invest in this Fund?

The belief here is that achieving sustainable returns and low volatility results in a concentrated yet diversified portfolio of remarkably high quality companies while preserving capital. This Fund invests in companies that are market leaders with a dominant competitive position, in an attractive industry at an attractive valuation.

Documents

Fund Facts document Investor | advisor

Fund Launch presentation

Firm and Management Team presentation

About the portfolio manager’s firm

Fiera Capital Corporation is one of Canada's leading investment managers
A total of 160 investment professionals with a dedicated team composed of 8 investment professionals, each specializing in one or two sectors

Learn more

Fund Series

Advisor Series			F Series	T5 Series			F5 Series
Initial sales charge	Low sales charge	Deferred sales charge	F Series	Initial sales charge	Low sales charge	Deferred sales charge	F5 Series
NBC467	NBC667	NBC567	NBC767	NBC5467	NBC5667	NBC5567	NBC5767

Advisor Series	Initial sales charge	NBC467
	Low sales charge	NBC667
	Deferred sales charge	NBC567
F Series		NBC767
T5 Series	Initial sales charge	NBC5467
	Low sales charge	NBC5667
	Deferred sales charge	NBC5567
F5 Series		NBC5767

Learn more about series*

Questions?

Call or email an NBI sales representative: 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 Global Equity Fund (the “Fund”) is offered by National Bank Investments Inc., a wholly owned subsidiary of National Bank of Canada. Fiera Capital Corporation acts as portfolio manager 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 values change frequently and past performance may not be repeated.