Fund Strategy
The NBI Small Cap Fund’s investment objective is to provide long-term capital growth and preservation. The fund invests primarily in common shares of companies chosen for their growth potential. The fund may also invest in money market instruments and securities of Canadian federal and provincial governments. The fund makes investments in small capitalization companies which provide you with additional dynamic growth potential for a diversified portfolio.
Purchase Information
| Minimum Investment |
| Initial Investment |
$500 |
| Additional Investment |
$50 |
| RSP Eligibility |
Yes |
Fee Structure
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 |
| Montrusco Bolton Investments Inc. |
5/14/2025 |
| Brief Bio: |
|
| Advisor's Firm: |
Advisor's Education: |
| Montrusco Bolton Investments Inc. |
|
