(As of 2/28/2026)

NBI Growth Portfolio Investor Series

(Global Equity Balanced)
FundGrade A+® Rating recipient
For more information about FundGrade click here






Inception Return
(5/19/2017)
7.48 %
YTD Return 3.10 %
NAVPS
(3/17/2026)
$15.96
Change $0.06 / 0.36 %
Growth of $10,000 (As of February 28, 2026)
MER 2.39 %
Assets ($mil) $2,448.02
Rank (1Yr) 876/1247
Std Dev (3Yr) 12.00 %
Volatility Ranking (3Yr) 4/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The NBI Growth Portfolio’s investment objective is to ensure long-term capital appreciation and some current income. To do this, it invests primarily in a diverse mix of mutual funds (that may include exchange-traded funds (“ETFs”)) that are fixed-income funds and equity funds.
Fund Manager

National Bank Investments Inc.

Portfolio Manager

National Bank Trust Inc.

Sub-Advisor
-
 
Asset Allocation
(As of February 28, 2026)
Sector Allocation
(As of February 28, 2026)
Geographic Allocation
(As of February 28, 2026)
Top 10 Holdings
NameAssetSectorGeographicPercent
NBI U.S. Equity Private Portfolio Series OUS EquityMutual FundUnited States13.96%
NBI Tactical Asset Allocation Fund Series OOtherMutual FundMulti-National10.11%
NBI SmartData U.S. Equity Fund Series OCanadian EquityMutual FundCanada9.26%
NBI Diversified Emerging Markets Equity Fd OInternational EquityMutual FundMulti-National8.34%
NBI Canadian All Cap Equity Fund O SeriesCanadian EquityMutual FundCanada7.70%
NBI SmartData International Equity Fund Series OCanadian EquityMutual FundCanada6.57%
NBI Canadian Equity Index Fund O SeriesCanadian EquityMutual FundCanada6.38%
CI MStar Canada Moment Indx ETF (WXM)Canadian EquityExchange Traded FundCanada3.91%
NBI Sustainable Canadian Equity ETF (NSCE)Canadian EquityExchange Traded FundCanada3.70%
NBI Canadian Equity Fund Series OCanadian EquityMutual FundCanada3.68%

Performance Data (As of February 28, 2026)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.38 2.49 6.58 3.10 11.03 12.47 8.20 -   
Benchmark 2.14 2.53 8.83 3.68 14.16 16.57 9.85 10.11
Quartile Ranking 3 3 3 3 3 3 3 -

Calendar Return (%) 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Fund 10.75 14.25 13.56 -12.70 16.02 10.86 16.80 -5.73 -      -     
Benchmark 13.15 21.57 15.07 -12.03 11.33 12.17 16.29 0.72 11.99 3.66
Quartile Ranking 3 4 1 3 1 2 2 3 - -

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