National Bank Investments wins five FundGrade A+® Awards
"We are pleased to be recognized by Fundata once again for the outstanding performance of our Funds and ETFs. This recognition demonstrates our commitment to provide Canadians with quality and high-performance investment solutions. It reflects our strategy through which we collaborate with leading global portfolio management firms to create sustainable value for investors." said
The following NBI Funds and ETFs were recognized by Fundata for their superior performance in 2025:
|
NBI Investment Solutions |
CIFSC Category |
Fund Count |
FundGrade Start Date |
FundGrade Calculation Date |
|
Canadian Short |
42 |
2015-12-31 |
2025-12-31 |
|
|
Global Equity |
314 |
2015-12-31 |
2025-12-31 |
|
|
NBI |
|
256 |
2015-12-31 |
2025-12-31 |
|
Canadian Equity |
166 |
2021-12-31 |
2025-12-31 |
|
|
Canadian Short |
82
|
2022-12-31 |
2025-12-31 |
|
|
FundGrade A+® is used with permission from |
- Performance for the
NBI Floating Rate Income Fund (Advisor Series) for the period endedDecember 31, 2025 , is as follows: 4.95% (1 year), 7.19% (3 years), 4.12% (5 years), and 3.11% (10 years). - Performance for the
NBI Innovators Fund (Advisor Series) for the period endedDecember 31, 2025 , is as follows: 8.29% (1 year), 22.27% (3 years), 12.71% (5 years), and 17.08% (10 years). - Performance for the NBI
U.S. Equity Private Portfolio (Advisor Series) for the period endedDecember 31, 2025 , is as follows: 7.54% (1 year), 19.28% (3 years), 14.59% (5 years), and 15.13% (10 years). - Performance for the
NBI Canadian Equity Index Fund (F Series) for the period endedDecember 31, 2025 , is as follows: 31.62% (1 year), 21.70% (3 years), and 14,09% since inception (2022-04-04). - Performance for the NBI Sustainable Canadian Short Term Bond ETF (NSSB) for the period ended
December 31, 2025 , is as follows: 4.52% (1 year), 6.01% (3 years), and 3,86% since inception (2022-01-20).
About NBI Funds
NBI Funds (the "Funds") are offered by
About NBI ETFs
NBI exchange-traded funds (the "NBI ETFs") are offered by
About
NBI is an investment funds management firm committed to manufacturing and offering mutual funds, investment solutions and services designed to help Canadian investors pursue their financial goals. As at
Guided by an open architecture strategy, NBI is dedicated to providing diverse solutions to meet the evolving needs of its clients. NBI consistently strives to be recognized as a key partner by combining innovation and excellence. NBI's role is not limited to administrative aspects of management; NBI Advisory Services and its registered representatives form a team of specialists who provide information and advice to help advisors build portfolios adapted to their clients' financial needs. Follow NBI's activities at nbinvestments.ca or via social media.
NBI is a signatory of the
About
With $577 billion in assets as at
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