Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
-- -2.74% 1.500B --
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 21.26% 29.65M Upgrade

Basic Info

Investment Strategy
The fund’s investment objective is to achieve long-term capital growth. It builds a diversified portfolio of common and preferred shares listed on recognized stock exchanges. The fund invests its assets in equity securities of corporations located around the world. The fund may also invest in American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs). When choosing securities for this fund, the portfolio sub-advisor first carry out a macroeconomic analysis to determine which regions and economic sectors will perform well.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Growth
Broad Asset Class --
Broad Category Equity
Global Peer Group Equity Global
Peer Group Global Equity
Global Macro Equity Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name NATIONAL BANK INVESTMENTS
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
--
--
--
--
0.00%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
1.99%
--
--
--
--
--
--
--
2.03%
--
9.64%
16.68%
-14.46%
15.66%
18.20%
15.59%
0.00%
As of January 09, 2026.

Asset Allocation

As of January 06, 2026.
Type % Net
Cash 0.29%
Stock 99.71%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Basic Info

Investment Strategy
The fund’s investment objective is to achieve long-term capital growth. It builds a diversified portfolio of common and preferred shares listed on recognized stock exchanges. The fund invests its assets in equity securities of corporations located around the world. The fund may also invest in American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs). When choosing securities for this fund, the portfolio sub-advisor first carry out a macroeconomic analysis to determine which regions and economic sectors will perform well.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Growth
Broad Asset Class --
Broad Category Equity
Global Peer Group Equity Global
Peer Group Global Equity
Global Macro Equity Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name NATIONAL BANK INVESTMENTS
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

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