Fund Detail
NBI Innovators Fund Investor Series (NBC879) |
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$86.93 | Change | YTD Return | Date of Inception | MER % | Net Assets ($Mil) | Currency |
|---|---|---|---|---|---|---|---|
| -$0.61 | 5.90% | 8/3/1995 | 2.24% | $277.79 | CAD | ||
Fund Strategy
The NBI Innovators Fund (formerly NBI Science and Technology Fund) aims to aggressively seek capital appreciation for investors over the long term (greater than five years) primarily by investing in global companies whose activities are partially focused on scientific and technological research.
Purchase Information
| Minimum Investment | |
|---|---|
| Initial Investment | $500 |
| Additional Investment | $50 |
| RSP Eligibility | Yes |
Fee Structure
| No Load |
Available In The Following Provinces
| Alberta | British Columbia |
| Manitoba | New Brunswick |
| Newfoundland | |
| Nova Scotia | North West Territories |
| Ontario | Prince Edward Island |
| Quebec | Saskatchewan |
| Yukon |
Management
| Fund Advisor(s): | Managed Since |
|---|---|
| National Bank Trust Inc. | 6/17/2022 |
| Brief Bio: | |
| Advisor's Firm: | Advisor's Education: |
| National Bank Trust Inc. | |
| Fund Advisor(s): | Managed Since |
|---|---|
| Robert Cook | 8/27/2025 |
| Brief Bio: | |
| Robert L. Cook, Managing Director, is the global head of the High Yield team in the Global Fixed Income, Currency & Commodities (GFICC) group of J.P. Morgan Asset Management. Prior to joining the firm in 2004, Rob spent ten years at 4086 Advisors. Previously, he worked at PNC Bank's investment banking division in Pittsburgh. Rob holds a B.S. in finance from Indiana University, is a member of the Indianapolis Society of Financial Analysts, and is a CFA charterholder. | |
| Advisor's Firm: | Advisor's Education: |
| CFA, BSc | |
| Fund Advisor(s): | Managed Since |
|---|---|
| Robert C. Michele | 8/27/2025 |
| Brief Bio: | |
| Advisor's Firm: | Advisor's Education: |
| Fund Advisor(s): | Managed Since |
|---|---|
| Jeffrey Hutz | 8/27/2025 |
| Brief Bio: | |
| Advisor's Firm: | Advisor's Education: |
| Fund Advisor(s): | Managed Since |
|---|---|
| Jeffrey Lovell | 8/27/2025 |
| Brief Bio: | |
| Advisor's Firm: | Advisor's Education: |
| Fund Advisor(s): | Managed Since |
|---|---|
| Andrew Headley | 8/27/2025 |
| Brief Bio: | |
| Advisor's Firm: | Advisor's Education: |
| Fund Advisor(s): | Managed Since |
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| Iain Stealey | 8/27/2025 |
| Brief Bio: | |
| Mr Stealey is the managing director and head of Global Aggregate Strategies within the Global Fixed Income, Currency & Commodities (GFICC) group. Based in London, he is a portfolio manager focusing on multi-sector bond strategies. Within the Global Aggregate team, he was previously responsible for the portfolio management of enhanced cash and short duration portfolios. He obtained a B.Sc. in Management Science from Loughborough University. | |
| Advisor's Firm: | Advisor's Education: |
| CFA, BSc | |
| Fund Advisor(s): | Managed Since |
|---|---|
| Lisa Coleman | 8/27/2025 |
| Brief Bio: | |
| Advisor's Firm: | Advisor's Education: |
| Fund Advisor(s): | Managed Since |
|---|---|
| Manish Goyal | 8/27/2025 |
| Brief Bio: | |
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| Fund Advisor(s): | Managed Since |
|---|---|
| Thomas Hauser | 8/27/2025 |
| Brief Bio: | |
| Advisor's Firm: | Advisor's Education: |
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