Invest your way with guidance from your advisor at a branch, or independently through your online bank or the National Bank app.
* Under current regulations, the fund performance can only be published one year after its inception.
NBI Sustainable Portfolios at a glance
What are NBI Sustainable Portfolios?
NBI Sustainable Portfolios are turnkey solutions offered by National
Bank Investments Inc. They provide a well-diversified portfolio
designed to keep you on track, even as markets evolve.
These portfolios are tailored for investors who want exposure to
businesses or issuers that adopt leading sustainable development
practices in their sector or embrace opportunities created by the
transition to a more equitable economy.
With 6
portfolios to choose from, it’s easy to find the one that aligns with
your investor profile and financial goals while investing responsibly.
NBI Sustainable Portfolios are ideal if you're looking for:
- A simple solution aligned with your investor profile, goals, and risk tolerance
- A balance of current income and long-term capital appreciation
- A program designed to help reduce management fees
- An investment approach that prioritizes sustainability
$500
Minimum initial investment
$50
Minimum purchase and redemption
$25
Minimum systematic investment amount
A variety of responsible investment approaches
NBI Sustainable Portfolios apply a multi-faceted strategy to responsible investing and aim to invest in a sustainable manner.
Portfolio managers use a variety of recognized approaches to guide their investment decisions.
Responsible investment approaches
All NBI Sustainable Portfolios are built on the following 3 responsible investment approaches.
ESG integration takes into account environmental, social and governance (ESG) criteria in investment analysis and decisions.
Exclusions, or negative screening, involve removing companies, issuers, sectors, or countries from the investment universe based on ESG criteria, norms, or standards. In the case of the NBI Sustainable Portfolios, the underlying funds aim to exclude companies that are significantly involved* in:
- Tobacco production and distribution
- Weapons manufacturing
- Oil and gas production
- Coal mining
- Offshore oil and gas drilling and extraction in the Arctic.
*Please refer to the prospectus for details of corporate involvement assessed according to criteria and revenue thresholds provided by third parties, and a full description of excluded activities and products.
Portfolio managers ensure engagement by using their rights and influence as shareholders or bondholders to promote sustainable practices and create long-term value.
Sustainable investment approaches
In addition, the funds that make up the NBI Sustainable Portfolios all incorporate one or more of these sustainable investment approaches.
The best-in-class approach focuses on investing in issuers, companies, sectors, or countries that demonstrate superior ESG performance compared to their peers, a benchmark index, or a predefined standard.
The thematic investment approach targets issuers or companies likely to benefit from sustainability trends such as climate or health.
The impact investing approach enables investors to pursue positive, measurable environmental and social outcomes while aiming for an attractive financial return.
Thanks to NBI’s open architecture, the portfolio managers selected to manage the sustainable funds within the NBI Sustainable Portfolios bring world-renowned expertise in responsible investing.
The 6 NBI Sustainable Portfolios
Fixed income
Canadian equity
Global equity
NBI Sustainable Secure Portfolio
Perfect if you are looking to:
- Earn a high level of regular investment income
- Enjoy medium-term capital appreciation
NBI Sustainable Conservative Portfolio
Perfect if you are looking to:
- Earn a high level of regular investment income
- Enjoy some long-term capital appreciation
NBI Sustainable Moderate Portfolio
Perfect if you are looking to:
- Earn a high level of regular investment income
- Enjoy long-term capital appreciation
NBI Sustainable Balanced Portfolio
Perfect if you are looking to:
- Earn a regular investment income
- Enjoy long-term capital appreciation
NBI Sustainable Growth Portfolio
Perfect if you are looking to:
- Earn some regular investment income
- Enjoy long-term capital appreciation
NBI Sustainable Equity Portfolio
Perfect if you are looking to:
- Enjoy long-term capital appreciation
Select an NBI Sustainable Portfolios
| Fund name and investment horizon | Risk | Return | ||||
|---|---|---|---|---|---|---|
| 1 year | 3 years | 5 years | 10 years | Since inception | ||
NBI Sustainable Secure Portfolio At least one year |
Low | N/A | N/A | N/A | N/A | N/A |
NBI Sustainable Conservative Portfolio At least one year |
Low to medium | N/A | N/A | N/A | N/A | N/A |
NBI Sustainable Moderate Portfolio At least one year |
Low to medium | N/A | N/A | N/A | N/A | N/A |
NBI Sustainable Balanced Portfolio At least three years |
Low to medium | N/A | N/A | N/A | N/A | N/A |
NBI Sustainable Growth Portfolio At least three years |
Low to medium | N/A | N/A | N/A | N/A | N/A |
NBI Sustainable Equity Portfolio At least three years |
Medium | s.o. | s.o. | s.o. | s.o. | s.o. |
Invest your way with guidance from your advisor at a branch, or independently through your online bank or the National Bank app.
* Under current regulations, the fund performance can only be published one year after its inception.
| Fund name and investment horizon | Risk | Return | ||||
|---|---|---|---|---|---|---|
| 1 year | 3 years | 5 years | 10 years | Since inception | ||
NBI Sustainable Secure Portfolio At least one year |
Low | N/A | N/A | N/A | N/A | N/A |
NBI Sustainable Conservative Portfolio At least one year |
Low to medium | N/A | N/A | N/A | N/A | N/A |
NBI Sustainable Moderate Portfolio At least one year |
Low to medium | N/A | N/A | N/A | N/A | N/A |
NBI Sustainable Balanced Portfolio At least three years |
Low to medium | N/A | N/A | N/A | N/A | N/A |
NBI Sustainable Growth Portfolio At least three years |
Low to medium | N/A | N/A | N/A | N/A | N/A |
NBI Sustainable Equity Portfolio At least three years |
Medium | s.o. | s.o. | s.o. | s.o. | s.o. |
Reduce your management fees
Take advantage of reduced management fees based on the value of the assets you hold in certain series of NBI Sustainable Portfolios. This provides a compelling reason to consolidate your investment accounts.
How it works
- Fee reductions are determined based on the total market value of your assets held in NBI Portfolios (see table).
- They are calculated daily as soon as you meet the eligibility criteria.
- A credit is then applied directly to your account.
- This amount is automatically reinvested in additional securities of the same series each quarter.
Eligibility
If you have assets with a total net value of at least $100,000 in one or more NBI Sustainable Portfolios, you will automatically be eligible.
Little details that matter
For more information on NBI Sustainable Portfolios, consult our brochure [PDF].
Check the comparison sheet [PDF] to compare the NBI Portfolios and the NBI Sustainable Portfolios and discover their similarities and differences.
- For Investor and R Series securities of all NBI Portfolios.
- For Investor and R Series securities of all NBI Portfolios.
The information and the data supplied on the current page of this site, including those supplied by third parties, are considered accurate at the time of their publication and were obtained from sources which we considered reliable. We reserve the right to modify them without advance notice. This information and data are supplied as informative content only. No representation or guarantee, explicit or implicit, is made as for the exactness, the quality and the complete character of this information and these data. The opinions expressed are not to be construed as solicitation or offer to buy or sell shares mentioned herein and should not be considered as recommendations.
The NBI Sustainable Portfolios (the “Portfolios”) are offered by National Bank Investments Inc. and sold by National Bank Savings and Investments Inc., separate entities and indirect wholly owned subsidiaries of National Bank of Canada. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus for the Portfolios before investing. The Portfolios’ securities are not insured by the Canada Deposit Insurance Corporation or by any other government deposit insurer. The Portfolios are not guaranteed, their values change frequently, and past performance may not be repeated.
The indicated rates of returns are based on the historical annual compounded total returns including changes in securities value and reinvestment of all distributions and do not consider sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns.
As part of the management fee reduction plan for high-net-worth investors (the "reduction plan"), certain investors holding Investor and R Series of all the NBI Portfolios securities may be eligible for a management fee reduction based on the size of their investment in one or more of the NBI Sustainable Portfolios.
The reduction plan only applies to the series of NBI Sustainable Portfolios that are eligible. The amount equivalent to the management fee reduction takes the form of a distribution, which is automatically reinvested in additional securities of the same series of the applicable NBI Sustainable Portfolio. For more information about the reduction plan, please see the NBI Sustainable Portfolios prospectus.
The cash distribution amount per unit for the R Series of NBI Sustainable Portfolios is said to be fixed as it does not vary from one distribution to another. However, it is not guaranteed and may vary according to market conditions. R Series units of the NBI Sustainable Portfolios pay monthly distributions made up of net income and may include a significant portion of return of capital. Return of capital decreases the value of your initial investment and must not be confused with return on investment. Return of capital that is not reinvested can reduce the net asset value of the fund and may lessen its ability to subsequently generate income. The monthly distribution amount per unit is reset at the start of each calendar year.
® NATIONAL BANK INVESTMENTS is a registered trademark of National Bank of Canada, used under licence by National Bank Investments Inc.
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.
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Put your money in a GIC and guarantee your principal at maturity ($500 minimum investment).
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