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Company: National Bank Investments Inc.

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The new mandates are actively managed preferred shares, Canadian family index, global real assets and liquid alternatives

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The firm also announced portfolio advisor and subadvisor changes for certain funds

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Fees for certain series of NBI funds and Meritage Portfolios will be reduced

NBI Short Term Canadian Income Fund and NBI Short Term Canadian Income Private Portfolio closing to new subscriptions

  • By: IE Staff
  • March 1, 2018 March 1, 2018
  • 16:25

National Bank Trust Inc. will become the portfolio manager for NBI Canadian High Conviction Equity Private Portfolio

  • By: IE Staff
  • December 15, 2017 December 15, 2017
  • 08:40

Mackenzie Financial to become portfolio manager to NBI Canadian Equity Growth Fund

  • By: IE Staff
  • October 2, 2017 October 2, 2017
  • 16:20

National Bank Trust replaces Fidelity Investments Canada for global equity fund

Administration and management fees as well as trailing commissions are being reduced while five portfolios are being renamed

CI makes portfolio management changes

The fund is designed so that managers have “significant latitude” to select the most attractive opportunities across the global fixed income spectrum

The partnership means that National Bank Strategic U.S. Income and Growth Fund is now available to Canadian investors