Challenge traditional investment strategies
Sub-Advised by J.P. Morgan Asset Management
Markets are under constant evolution and traditional investing strategies are proving to be ineffective under certain circumstances. Challenge the status quo with the NBI Unconstrained Fixed Income Fund and consider a strategy that invests broadly across global fixed income markets and is not constrained by benchmark-specific guidelines.
Vast investment flexibility
Uncorrelated sources of return
The unconstrained approach allows the management team to avoid areas of the market posing greater downside risk and be more responsive to changes in markets. The portfolio is built by maintaining a stable, liquid assets base combined with a dynamic set of risk-mitigating and return-enhancing trades.
Core strategy
An unconstrained fixed income fund can be added to an existing core allocation, as a complement to traditional fixed income funds, due to its global exposure and potential for lower interest rate sensitivity.
Alternative strategy
An unconstrained fixed income fund can be positioned as an alternative allocation due to its potential lower correlation to traditional stocks and bonds.
Traditional fixed income may not be as compelling in a rising rate environment. With yields at historical lows and the unclear timing of rate hikes, investors need to consider investing in non-traditional strategies with greater flexibility to manoeuver in an increasingly complex market environment.
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.
Advisor Series |
F Series |
T5 Series |
F5 Series |
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Initial sales charge |
Low sales charge |
Deferred sales charge |
Initial sales charge |
Low sales charge |
Deferred sales charge |
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Advisor Series |
Initial sales charge |
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Low sales charge |
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Deferred sales charge |
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F Series |
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T5 Series |
Initial sales charge |
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Low sales charge |
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Deferred sales charge |
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F5 Series |
Learn more about series*
The Fund is made up of high-quality global bonds, which provide more opportunities to generate added value because of their low correlation with other classes of fixed income assets.
A core holding for clients looking for income. This conservative approach to accessing equities provides reduced interest sensitivity compared to conventional bonds.
Contact your NBI Sales Representative via email or by phone at 1-877-463-7627
The NBI Unconstrained Fixed Income Fund (the “Fund”) is offered by National Bank Investments Inc., a wholly owned subsidiary of National Bank of Canada. National Bank Trust Inc. acts as portfolio manager for the Fund and J.P. Morgan Investment Management Inc. (JPMIM), an indirect wholly owned subsidiary of JPMorgan Chase & Co. (JPMC), acts as portfolio sub-advisor for the Fund. J.P. Morgan Asset Management (JPMAM) is the brand name for the asset management business of JPMC and its affiliates.
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.