NBI U.S. Equity Fund F Series (NBUE.F)

Overview

NBI Active U.S. Equity ETF is an actively managed exchange-traded fund that aims to deliver long-term capital appreciation through strategic investments primarily in U.S. equity securities. Managed by National Bank Investments, this fund operates without the constraints of tracking a specific index, instead leveraging the expertise and insights of its portfolio managers to curate a diversified selection of U.S. companies identified for their strong growth potential and solid financial health. This ETF offers investors a comprehensive exposure to various sectors within the U.S. economy, providing both diversification and flexibility to navigate shifting market dynamics. With a focus on long-term investment, it is particularly suitable for those looking to gain access to the U.S. equities market, thus facilitating the construction of robust and versatile investment portfolios. It serves as a vital tool for Canadian investors who aim to diversify their holdings on an international scale, enabling them to capitalize on the performance of large, mid, and, where applicable, small-cap U.S. companies through a singular, professionally managed fund.

Products and Services

• Active Management: The ETF is actively managed by seasoned portfolio managers who use their expertise to identify and invest in U.S. equity securities that show strong potential for growth. This approach aligns with the goal of achieving long-term capital appreciation.
• Diversified Portfolio: The fund maintains a diversified basket of investments across multiple sectors of the U.S. economy. This strategy aims to mitigate risk and enhance returns by not being overly reliant on any single sector or industry.
• Market Adaptability: The ETF is designed to be adaptable to changing market conditions, allowing portfolio managers to seize new opportunities or pivot strategies as economic landscapes evolve. This agility supports sustained growth and value creation for investors.
• Exposure to U.S. Equities: By investing in the NBI Active U.S. Equity ETF, investors gain access to a wide array of U.S. companies, ranging from large-cap to potentially small-cap stocks, thus enriching their portfolios with a robust selection of equities.
• Professional Management: The expertise of the National Bank Investments team ensures that investment decisions are based on thorough research and analysis, providing investors with the confidence that their capital is in capable hands.
• International Diversification: This ETF is particularly advantageous for Canadian investors and those seeking to diversify their portfolios internationally. By participating in the U.S. equities market through a single fund, investors can mitigate country-specific risks and enhance overall portfolio performance.