Fund Detail
NBI Canadian All Cap Equity Fund Investor Series (NBC885) |
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|
$31.86 | Change | YTD Return | Date of Inception | MER % | Net Assets ($Mil) | Currency |
|---|---|---|---|---|---|---|---|
| -$0.16 | 14.40% | 10/15/2001 | 2.30% | $1.02K | CAD | ||
Fund Strategy
The NBI Canadian All Cap Equity Fund’s investment objective is to ensure long-term capital growth. The fund invests directly, or through investments in securities of other mutual funds, in a portfolio comprised mainly of equity securities of Canadian companies.
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. | 5/13/2022 |
| Brief Bio: | |
| Advisor's Firm: | Advisor's Education: |
| National Bank Trust Inc. | |
| Fund Advisor(s): | Managed Since |
|---|---|
| Brian Chan | 8/27/2025 |
| Brief Bio: | |
| Advisor's Firm: | Advisor's Education: |
| Fund Advisor(s): | Managed Since |
|---|---|
| Cavan Yie | 8/27/2025 |
| Brief Bio: | |
| Cavan Yie, CFA, is a member of the Canadian Fundamental Equity Team and Portfolio Manager for the Canadian Core Equity strategies at Manulife Asset Management. Prior to joining Manulife Asset Management, Cavan was an equity research associate at Scotia Capital for four years where he was responsible for covering the diversified financial services sector. Cavan is a CFA charterholder. | |
| Advisor's Firm: | Advisor's Education: |
| CFA, MBA, BSc | |
| Fund Advisor(s): | Managed Since |
|---|---|
| Derek Chan | 8/27/2025 |
| Brief Bio: | |
| Advisor's Firm: | Advisor's Education: |
| Fund Advisor(s): | Managed Since |
|---|---|
| Steve Belisle | 8/27/2025 |
| Brief Bio: | |
| Steve Belisle, BBA, MSc, CFA, is a senior portfolio manager with the Equity Team for Manulife Asset Management. He is in charge of the analysis of the Canadian financial and real estate industries. In addition, he is the lead manager of Dividend Income, Diversified Income and Tactical Income Funds, as well as co-manager of the Dividend Growth and the Monthly Income Funds. | |
| Advisor's Firm: | Advisor's Education: |
| CFA, BBA, M.Sc | |
| Fund Advisor(s): | Managed Since |
|---|---|
| Patrick Blais | 8/27/2025 |
| Brief Bio: | |
| Patrick Blais, FSA, CFA, is a managing director and senior portfolio manager at Manulife Asset Management, responsible for Core Equity mandates and is a member of the Core Equity team. Previously Patrick was a member of the Growth Equity team responsible for the Large Cap Growth mandate. Prior to joining Manulife Asset Management, Patrick was a growth portfolio manager and analyst at KBSH Capital Management, focusing on international equities. | |
| Advisor's Firm: | Advisor's Education: |
| CFA, M.Sc, F.S.A., BSc | |
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