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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
-- 0.08% 1.667B --
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 4.19% 1.573B Upgrade

Basic Info

Investment Strategy
The fund's investment objective is to generate income and long-term capital growth while focusing on hedging against inflation. The fund invests directly, or through investments in securities of other mutual funds, in a portfolio composed mainly of common shares of companies in industry sectors associated with real assets and located around the world. The fund invests in a portfolio composed mainly of common shares of companies operating in the infrastructure and real estate sectors and located around the world.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Value
Broad Asset Class --
Broad Category Equity
Global Peer Group Equity Theme - Infrastructure
Peer Group Global Infrastructure Equity
Global Macro Equity Theme
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)
--
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--
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--
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Total Return (NAV)
--
--
--
--
--
--
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Peer Group Rtn. (NAV)
--
--
--
--
--
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--
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% Rank in Peer Group (NAV)
--
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
3.19%
18.50%
-8.75%
19.96%
-2.41%
4.71%
21.13%
15.29%
1.71%
--
--
14.24%
2.81%
4.12%
19.37%
14.03%
1.41%
--
--
9.90%
3.79%
4.62%
22.50%
15.08%
1.45%
--
--
--
--
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22.86%
14.22%
0.55%
As of January 14, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.09%
Stock 98.45%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.46%
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Basic Info

Investment Strategy
The fund's investment objective is to generate income and long-term capital growth while focusing on hedging against inflation. The fund invests directly, or through investments in securities of other mutual funds, in a portfolio composed mainly of common shares of companies in industry sectors associated with real assets and located around the world. The fund invests in a portfolio composed mainly of common shares of companies operating in the infrastructure and real estate sectors and located around the world.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Value
Broad Asset Class --
Broad Category Equity
Global Peer Group Equity Theme - Infrastructure
Peer Group Global Infrastructure Equity
Global Macro Equity Theme
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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