On this page
Investment overview | Key differentiators | Why invest in this Fund | More information | Documents | Fund codes
Innovation is everywhere and is at the forefront of today’s leading-edge businesses. These companies are consistently challenging the status quo to create long-term growth. The Fund’s strategy allows to gain an opportunistic advantage by investing in cutting-edge companies across all levels of growth, industry sectors and market capitalization.
Not just limited to technology. Take advantage of an unconstrained approach by investing in innovative companies in all market segments, styles, and growth profiles.
Access to young and leading innovators with a potential for high growth; that are driving change.
An actively managed portfolio led by a seasoned investment team within one of the most renowned asset managers in the world.
A rigorous risk management approach to help protect and optimize the portfolio.
Why invest in this Fund?
A full spectrum of Innovation
No limits. Invest broadly across all innovators in all industries in all stages of growth.
High conviction with the best ideas in innovation
A high conviction strategy that focuses on companies continuously promoting research and development in their business models that deliver shareholder returns.
Evaluating opportunities as trends evolve
A systematic risk management and sell discipline approach as business trends evolve.
The NBI Innovators Fund can explore all forms of today’s innovation
Young innovators driving change.
Companies with solid track record of expanding opportunity set.
Short product cycle or high fixed cost businesses.
Stable and mature
Growth companies with dominance in a critical product.
About the portfolio manager’s firm
J.P. Morgan Asset Management is one of the largest asset and wealth managers in the world. As the asset management business of JPMorgan Chase & Co. (“JPMC”) and its affiliates, J.P. Morgan Asset Management* (“JPMAM”) is a leading asset manager for individuals, advisors and institutions. Their investment professionals are located around the world, providing strategies that span the full spectrum of asset classes.
Based in New York, JPMAM has offices in more than 20 countries and teams network across 15 cities worldwide, connected through investment hubs in London, New York, Tokyo and Hong Kong.
- Assets under management of JPMC: US$3 trillion
- Assets under management of JPMAM: US$1.7 trillion, including $US500 billion in fixed income securities
- JPMAM investment professionals: 82 investment teams and over 1,100 investment professionals, with 280 across all segments of the global fixed income universe
NBI Funds (the “Funds”) are offered by National Bank Investments Inc., a wholly owned subsidiary of National Bank of Canada. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments (the “Funds”). Please read the prospectus of the Funds before investing. The indicated rates of returns are based on the historical annual compounded total returns including changes in securities value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. The Funds’ securities are not insured by the Canada Deposit Insurance Corporation or by any other government deposit insurer. The Funds are not guaranteed, their values change frequently and past performance may not be repeated.
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.
© 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.