NBI Innovators Fund

Innovation: Opportunities driven by change

_{Sub-advised by J. P. Morgan Asset Management}

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Investment Overview

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.

The NBI Innovators Fund won a 2023 LSEG Lipper Fund Award in the Global Equity category.

Key Differentiators

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

High Growth

Young innovators driving change.

Growth

Companies with solid track record of expanding opportunity set.

Cyclical

Short product cycle or high fixed cost businesses.

Stable and mature

Growth companies with dominance in a critical product.

About the portfolio sub-advisor

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

Learn more

Fund Codes

	Advisor Series	F Series
		F Series
NBI Innovators Fund	NBC479	NBC779

Questions?

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

The information and the data supplied on the current page of this site, including those supplied by third parties, are considered accurate at the time of their publication 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 Innovators 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 Investments Inc. acts as portfolio manager for the Fund and J.P. Morgan Investment Management Inc. acts 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 change frequently and past performance may not be repeated.

® NATIONAL BANK INVESTMENTS is a registered trademark of National Bank of Canada, used under licence 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.