NBI Canadian Equity Growth Fund (NBCG)

Overview

The NBI Canadian Equity Growth Fund is a mutual fund strategically designed to achieve superior long-term investment returns while prioritizing capital safety. It boasts a diversified portfolio that is primarily focused on Canadian equities, offering potential allocations to foreign securities and currencies, which can account for up to approximately 49% of its net asset value. The fund’s investment approach is centered on growth-oriented sectors such as financial services, industrial goods and services, technology, consumer goods and services, healthcare, real estate, and basic materials. Typically, the portfolio includes notable Canadian companies like Royal Bank of Canada, Stantec Inc., Brookfield Asset Management, and Waste Connections, alongside carefully selected international firms like Microsoft and Linde. Managed by National Bank Investments Inc. in collaboration with Mackenzie Financial Corporation, the fund caters to investors looking for exposure to the Canadian equity market balanced with growth and diversification strategies. Investing in the fund is accessible through various series, including the Investor Series, and allows for systematic investments starting at $25, with annual distributions that contribute to broader Canadian-focused equity strategies within diversified portfolios.

Products and Services

• Investment Management: The NBI Canadian Equity Growth Fund is managed by National Bank Investments Inc., with expert sub-advisory from Mackenzie Financial Corporation. This dual management structure ensures a comprehensive approach to investment strategies focused on delivering superior performance while managing risk in the Canadian equity market.
• Diversified Portfolio: The fund maintains a diversified investment portfolio primarily centered on Canadian equities, with a strategic allowance for foreign securities and currencies up to 49% of its net asset value. This diversification helps to mitigate risk while providing growth opportunities across various market sectors.
• Sector Focus: The fund emphasizes investments in key sectors, including financial services, industrial goods and services, technology, consumer goods and services, healthcare, real estate, and basic materials. This sector-focused investment strategy aims to capture growth potential across Canada’s dynamic economy.
• Accessibility: The fund offers multiple investment series, such as the Investor Series, making it accessible to a wide range of investors. Additionally, it supports systematic investment options starting at just $25, enabling individuals to start investing without significant capital outlay.
• Growth-Oriented Strategy: By prioritizing growth-oriented investments, the fund aligns with investors’ objectives to enhance long-term capital appreciation while considering the safety of their investments.
• Annual Distributions: The NBI Canadian Equity Growth Fund provides annual distributions to its investors. This feature is essential for investors seeking regular income from their investments while participating in the growth potential of the Canadian equity market.