National Bank Investments
Find us Search
Fr
National Bank Investments National Bank Investments
National Bank Investments
Home Products
Home Products
Investment Solutions
NBI Funds Meritage Portfolios NBI Exchange-Traded Funds NBI Altamira CashPerformer® Account Fixed-rate GICs NBI High Net Worth Plan View all products
NBI Funds
NBI SmartData Equity Funds NBI SmartBeta Equity Funds NBI Unconstrained Fixed Income Fund NBI Global Real Assets Income Fund NBI Global Tactical Bond Fund NBI Strategic U.S. Income and Growth Fund NBI Jarislowsky Fraser Select Income Fund NBI Canadian All Cap Equity Fund NBI Global Equity Fund NBI Preferred Equity Income Fund View all NBI Funds
Price and performance
Home Price and performance
Investment solutions
NBI Funds Meritage Portfolios NBI ETFs
Firms and managers
Home Firms and managers
Management Firms
NBI Funds Meritage Portfolios NBI Exchange-Traded Funds View all firms
Expertise
U.S. Equity Canadian Equity Global Equity Money Market Fixed Income View more
Expert insights
Home Expert insights
Recent Insights
NBI Monthly Edition Thought Leadership Glass Box Series Podcasts CIO Office Videos View all publications
Resources
Home Resources
Publications
Featured articles Investor education Investing guide Understanding your fund series
Tools
Forms Investor Profile Questionnaire (Meritage Porfolios)
Login Required
Investment Policy Statement (Meritage Porfolios) Continuing Education Portal Webinars
Regulatory documents
Home Regulatory documents
Regulatory Documents
Simplified prospectus Annual reports Fund facts Proxy voting policy Addendas
About us
Home About us
Why Choose Us
Our open architecture Responsible investment Our team Press releases
CLOSE

Simplified Prospectus

The simplified propectus contains important high-level information on mutual funds, as well as detailed information on each of the NBI Funds and Meritage Portfolios.

NBI Funds & Meritage Portfolios

Date    

2020-05-14

 Simplified prospectus
 Annual information form

2020-07-21

 Amendment No 1 to the Simplified prospectus Amendment No 1 to the Annual information form

2020-10-09

 Amendment No 2 to the Simplified prospectus Amendment No 2 to the Annual information form

2020-11-18

 Amendment No 3 to the Simplified prospectus Amendment No 3 to the Annual information form

2020-02-11

 Amendment No 4 to the Simplified prospectus Amendment No 4 to the Annual information form

NBI ETFs

Date    

2020-01-23

 Prospectus
 NBI Liquid Alternatives ETF (NALT)

2020-01-23

 Prospectus
 Non-Alternative ETFs  (excluding NALT)

2021-01-28

 Prospectus
 NBI Sustainable Canadian Corporate Bond ETF (NSCC)

2021-01-28

 Prospectus
 NBI Canadian Dividend Income ETF (NDIV)

2021-01-28

 Prospectus
 NBI Active U.S. Equity ETF (NUSA)

2021-01-28

 Prospectus
 NBI Active International Equity ETF (NINT)