(As of 2/28/2026)

NBI Private Equity Master Pooled Fund

(Alternative Private Equity)
Inception Return
(8/20/2013)
9.50 %
YTD Return -1.67 %
NAVPS
(3/20/2026)
$19.91
Change ($0.14) / -0.72 %
Growth of $10,000 (As of February 28, 2026)
MER 1.34 %
Assets ($mil) $1,986.49
Rank (1Yr) 22/44
Std Dev (3Yr) 11.69 %
Volatility Ranking (3Yr) 4/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
Fund Manager

National Bank Trust Inc.

Portfolio Manager
-
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 Global Private Equity ETF (NGPE)OtherExchange Traded FundCanada19.92%
NBI Private Equity Replication Pooled Fund Ser OOtherMutual FundMulti-National11.93%
NBI SmartBeta Canadian Equity Fund Series OCanadian EquityMutual FundCanada9.08%
NBI SmartBeta Global Equity Fund Series OInternational EquityMutual FundMulti-National6.03%
Hamilton Lane Global Private Assets Canada Fund HOtherMutual FundMulti-National5.82%
PECO II LPOtherMutual FundMulti-National4.09%
HarbourVest 2020 Global Feeder Fund L.POtherMutual FundMulti-National3.59%
Warburg Pincus Global Growth XIVUS EquityOtherUnited States3.38%
Harbourvest 2019 Global Feeder fund L.POtherMutual FundMulti-National3.34%
HarbourVest 2021 Global Feeder Fund L.POtherMutual FundMulti-National3.05%

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 -0.80 -1.71 -0.54 -1.67 0.63 10.23 10.79 10.07
Benchmark 7.72 10.06 21.64 8.62 38.79 22.89 17.10 13.67
Quartile Ranking 4 3 3 4 2 1 1 1

Calendar Return (%) 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Fund 4.09 21.17 11.58 -3.34 24.75 15.25 17.51 1.23 6.24 2.08
Benchmark 31.68 21.65 11.75 -5.84 25.09 5.60 22.88 -8.89 9.10 21.08
Quartile Ranking 2 1 1 4 2 1 1 3 3 3

Website powered by © Fundata Canada Inc.
Mutual Fund Data provided by Fundata. | View Terms and Conditions of Use.
BofA Merill Lynch Indices used with permission.
© 2026 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us.