NBI Global Equity Fund - ETF Series (NBGE)

Overview

The NBI Global Equity Fund – ETFH Series is an exchange-traded fund (ETF) crafted to facilitate long-term capital growth through investment in a diversified portfolio of common and preferred shares available on prominent stock exchanges around the globe. The fund is managed by National Bank Investments Inc., which collaborates with PineStone Asset Management Inc. for portfolio sub-advisory. This initiative aims to provide broad exposure to various global equity markets, ensuring diversification across multiple sectors. Furthermore, the ETFH Series integrates a currency hedging strategy, designed to lessen the impact of fluctuations in the Canadian dollar compared to foreign currencies. This aspect is particularly beneficial for Canadian investors who seek stability and predictable returns from international investments. The fund serves as a strategic avenue for both individual and institutional investors interested in a professionally managed and actively allocated portfolio achieved through the transparent and flexible structure of an ETF. National Bank Investments is committed to responsible investment practices and engages deeply in global markets, positioning this fund as a vital component for those seeking globally diversified equity exposure within their investment portfolios.

Products and Services

• Exchange-Traded Fund (ETF)

  The ETFH Series serves as a comprehensive investment vehicle that allows investors to partake in a varied portfolio of global equity securities. Being an ETF, it provides flexibility in trading, enabling investors to buy and sell shares on recognized stock exchanges similar to individual stocks, thereby enhancing transparency and liquidity.

• Diversified Global Portfolio

  This product focuses on not only common shares but also preferred shares from diverse sectors and geographical regions. The diversified approach aims to balance risk and return potential, allowing investors to gain exposure to the performance of different markets and sectors around the world.

• Professional Management

  The active management of the fund by National Bank Investments Inc. ensures that seasoned financial professionals oversee the portfolio. The sub-advisory from PineStone Asset Management Inc. further amplifies expertise, allowing for strategic asset allocation and ongoing evaluation of investment opportunities globally.

• Currency Hedging Strategy

  The incorporation of a currency hedging strategy is specifically designed for Canadian investors to shield their investments from the volatility of foreign exchange rates. This feature enhances the predictability of returns, allowing investors to better navigate the risks associated with currency fluctuations when investing internationally.

• Responsible Investment Practices

  National Bank Investments prioritizes responsible investment strategies, aligning investment choices with ethical practices. This commitment enhances the fund's appeal for socially conscious investors who aim to support companies that adhere to sustainable business practices while seeking long-term capital growth.