MONTREAL, Nov. 10,
2023 /CNW/ - National Bank Investments Inc. ("NBI")
earns six LSEG Lipper Fund Awards 2023 for the outstanding
performance of several solutions.
"We are very proud to receive these Lipper Fund awards as they
underscore our continued efforts to provide Canadian investors
resilient investment solutions. As the leading open architecture in
Canada, our investment teams work
in concert with top-tier portfolio managers to deliver solid
investment returns, whatever the market cycles we must navigate,"
said Martin Felton, Vice-President,
National Sales at NBI.
NBI garnered distinctions for the following funds:
Fund
Name
|
Canadian Investment
Funds
Standards Committee ("CIFSC")
Category
|
Period
Covered
|
NBI Floating Rate
Income Fund - Series FT
|
Canadian Short Term
Fixed Income
|
3 Years
|
NBI Quebec Growth Fund
- Investor Series
|
Canadian Small/Mid Cap
Equity
|
10 Years
|
NBI Innovators Fund -
Investor Series
|
Global
Equity
|
5 Years
|
NBI Innovators Fund -
Investor Series
|
Global
Equity
|
10 Years
|
NBI North American
Dividend Private
Portfolio - Series F5
|
North American
Equity
|
3 Years
|
NBI U.S. Equity Private
Portfolio - Series F
|
U.S. Equity
|
5 Years
|
The NBI Floating Rate Income Fund (FT Series) was awarded
the 2023 Lipper Fund Award Trophy for best three-year performance
in the Canadian Short Term Fixed Income category for the period
ending July 31, 2023, out of a total
of 40 funds. Data is aggregated until the end of July of any given
year and results are published in November. Performance for the NBI
Floating Rate Income Fund (FT Series) for the period ended
October 31, 2023, is as follows:
4.66% (1 year), 2.60% (3 years), and 1.86% (5 years). The
corresponding Lipper Leader ratings of the fund for the same period
are as follows: 5 (3 years), 4 (5 years), and N/A (10 years).
The NBI Quebec Growth Fund (Investor Series) was awarded
the 2023 Lipper Fund Award Certificate for best ten-year
performance in the Canadian Small/Mid Cap Equity category for the
period ending July 31, 2023, out of a
total of 31 funds. Data is aggregated until the end of July of any
given year and results are published in November. Performance for
the NBI Quebec Growth Fund (Investor Series) for the period ended
October 31, 2023, is as follows:
5.51% (1 year), 9.68% (3 years), 8.41% (5 years), and 10.10% (10
years). The corresponding Lipper Leader ratings of the fund for the
same period are as follows: 4 (3 years), 5 (5 years), and 5 (10
years).
The NBI Innovators Fund (Investor Series) was awarded the
2023 Lipper Fund Award Certificate for best five-year performance
in the Global Equity category for the period ending July 31, 2023, out of a total of 210 funds, and
the 2023 Lipper Fund Award Certificate for best ten-year
performance in the Global Equity category for the period ending
July 31, 2023, out of a total of 141
funds. Data is aggregated until the end of July of any given year
and results are published in November. Performance for the NBI
Innovators Fund (Investor Series) for the period ended October 31, 2023, is as follows: 12.47% (1 year),
8.27% (3 years), 14.85% (5 years), and 16.54% (10 years). The
corresponding Lipper Leader ratings of the fund for the same period
are as follows: 3 (3 years), 5 (5 years), and 5 (10 years).
The NBI North American Dividend Private Portfolio (F5
Series) was awarded the 2023 Lipper Fund Award Trophy for best
three-year performance in the North American Equity category for
the period ending July 31, 2023, out
of a total of 21 funds. Data is aggregated until the end of July of
any given year and results are published in November. Performance
for the NBI North American Dividend Private Portfolio (F5 Series)
for the period ended October 31,
2023, is as follows: 3.75% (1 year), 11.49% (3 years), and
7.83% (5 years). The corresponding Lipper Leader ratings of the
fund for the same period are as follows: 5 (3 years), 4 (5 years),
and N/A (10 years).
The NBI U.S. Equity Private Portfolio (F Series) was
awarded the 2023 Lipper Fund Award Certificate for best five-year
performance in the U.S. Equity category for the period ending
July 31, 2023, out of a total of 142
funds. Data is aggregated until the end of July of any given year
and results are published in November. Performance for the NBI U.S.
Equity Private Portfolio (F Series) for the period ended
October 31, 2023, is as follows:
19.57% (1 year), 16.11% (3 years), and 17.32% (5 years). The
corresponding Lipper Leader ratings of the fund for the same period
are as follows: 5 (3 years), 5 (5 years), and N/A (10 years).
The LSEG Lipper Fund Awards, granted annually, highlight
funds and fund companies that have excelled in delivering
consistently strong risk-adjusted performance relative to their
peers.
The LSEG Lipper Fund Awards are based on the Lipper Leader
for Consistent Return rating, which is a risk-adjusted performance
measure calculated over 36, 60 and 120 months. The fund with the
highest Lipper Leader for Consistent Return (Effective Return)
value in each eligible classification wins the LSEG Lipper Fund
Award. For more information, see lipperfundawards.com. Although
LSEG Lipper makes reasonable efforts to ensure the accuracy and
reliability of its data, the accuracy is not guaranteed by LSEG
Lipper.
About NBI Funds
NBI Funds (the "Funds") are
offered by National Bank Investments Inc., a wholly owned
subsidiary of National Bank of Canada. Commissions, trailing commissions,
management fees and expenses all may be associated with mutual fund
investments. Please read the prospectus of the Funds before
investing. The Funds' securities are not insured by the Canada
Deposit Insurance Corporation or by any other government deposit
insurer. The Funds are not guaranteed, their values change
frequently, and past performance may not be repeated.
About National Bank Investments
Inc.
National Bank Investments Inc. (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 September 30, 2023, assets
under management in NBI products were valued at over $78.31 billion.
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
such
as YouTube and LinkedIn.
National Bank Investments is a signatory of the United
Nations-supported Principles for Responsible Investment, a member
of Canada's Responsible Investment
Association, and a founding participant in the Climate Engagement
Canada initiative.
About National Bank of Canada
With $426 billion in assets as at July 31, 2023, National Bank of
Canada, together with its
subsidiaries, forms one of Canada's leading integrated financial groups.
The Bank has approximately 30,000 employees in
knowledge-intensive positions and has been recognized numerous
times as a top employer and for its commitment to diversity. Its
securities are listed on the Toronto Stock Exchange (TSX: NA).
Follow the Bank's activities at nbc.ca or via
social media.
SOURCE National Bank of Canada