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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.54% 0.19% 156.37M 3145.63
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 17.05% -19.76M Upgrade

Basic Info

Investment Strategy
The investment objective of the NBI Active Canadian Preferred Shares ETF is to generate tax-efficient dividend income while focusing on capital preservation. It invests, directly or indirectly through investments in securities of other mutual funds, in a portfolio comprised primarily of preferred shares of Canadian companies and other income-generating securities of Canadian companies.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Equity
Global Peer Group Equity Canada
Peer Group Preferred Share Fixed Income
Global Macro Equity North America
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)
--
--
--
--
--
--
--
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% Rank in Peer Group (NAV)
--
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
7.96%
25.08%
-16.96%
4.74%
29.23%
15.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
28.08%
-9.88%
0.24%
6.53%
23.47%
-18.36%
3.27%
28.60%
17.83%
-9.60%
3.53%
5.62%
27.90%
-16.46%
8.23%
25.73%
16.32%
--
12.00%
4.71%
31.78%
-15.09%
5.07%
28.65%
16.66%
-9.87%
2.04%
6.06%
23.76%
-17.66%
4.47%
26.57%
17.18%
As of December 16, 2025.

Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 0.00%
Bond 14.42%
Convertible 0.00%
Preferred 78.92%
Other 6.66%
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Basic Info

Investment Strategy
The investment objective of the NBI Active Canadian Preferred Shares ETF is to generate tax-efficient dividend income while focusing on capital preservation. It invests, directly or indirectly through investments in securities of other mutual funds, in a portfolio comprised primarily of preferred shares of Canadian companies and other income-generating securities of Canadian companies.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Equity
Global Peer Group Equity Canada
Peer Group Preferred Share Fixed Income
Global Macro Equity North America
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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