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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
-- -0.03% 4.500B 38210.80
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 157.7% 676.65M

Basic Info

Investment Strategy
The fund's investment objective is to provide long-term capital growth. This fund invests directly, or through investments in securities of other mutual funds, in a portfolio mainly composed of equities of foreign companies located outside of North America and in American Depositary Receipts (ADRs) traded on recognized stock exchanges. The fund invests in a portfolio consisting primarily of equity securities of foreign companies located outside North America and in American Depositary Receipts (ADRs) that are traded on recognized stock exchanges. The portfolio manager will generally invest in common shares of large capitalization companies, but may also invest in small- and mid-cap securities. The fund may also invest in Global Depositary Receipts (GDRs), European Depositary Receipts (EDRs), securities that are convertible into common shares (including rights and warrants) and income trust securities.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Core
Broad Asset Class --
Broad Category Equity
Global Peer Group Equity Global ex US
Peer Group International 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)
--
--
--
--
--
--
--
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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%
2.11%
--
--
10.39%
-8.46%
15.09%
12.79%
25.20%
0.46%
--
--
--
--
16.97%
15.59%
23.32%
-2.04%
--
7.73%
14.80%
-12.02%
14.91%
12.82%
25.23%
0.43%
As of March 15, 2026.

Asset Allocation

As of March 05, 2026.
Type % Net
Cash 1.94%
Stock 97.96%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.10%
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Basic Info

Investment Strategy
The fund's investment objective is to provide long-term capital growth. This fund invests directly, or through investments in securities of other mutual funds, in a portfolio mainly composed of equities of foreign companies located outside of North America and in American Depositary Receipts (ADRs) traded on recognized stock exchanges. The fund invests in a portfolio consisting primarily of equity securities of foreign companies located outside North America and in American Depositary Receipts (ADRs) that are traded on recognized stock exchanges. The portfolio manager will generally invest in common shares of large capitalization companies, but may also invest in small- and mid-cap securities. The fund may also invest in Global Depositary Receipts (GDRs), European Depositary Receipts (EDRs), securities that are convertible into common shares (including rights and warrants) and income trust securities.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Core
Broad Asset Class --
Broad Category Equity
Global Peer Group Equity Global ex US
Peer Group International 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
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