National Bank Investments Earns Prestigious Recognition
National Bank Investments Inc. (NBI) has attained remarkable recognition at the LSEG Lipper Fund Awards Canada 2025, highlighting the exceptional performance of its diverse investment solutions. The accolades affirm NBI's dedication to adding value to its investors, showcasing the strength of its partnerships and the effectiveness of its fund management.
Key Achievements of NBI
During the awards ceremony, NBI celebrated success in multiple categories. "We are proud to have been recognized once again with these Lipper awards which underscore our commitment to delivering added value to investors," expressed Martin Felton, Vice-President of National Sales at NBI. The firm’s open architecture model and deep expertise with asset management partners are key factors in offering compelling investment options.
Recap of Award-Winning Funds
NBI has highlighted several standout funds that received accolades at the awards:
NBI Floating Rate Income Fund – FT Series
This fund won the prestigious award for the best three-year performance among 20 competitors and also earned recognition for the best five-year performance out of 18 funds in the Canadian Corporate Fixed Income category. Recent performance figures show a rate of 6.64% for one year, 7.75% over three years, and 5.29% over five years.
NBI Quebec Growth Fund – F Series
The Quebec Growth Fund was awarded for the best ten-year performance in the Canadian Small/Mid Cap Equity category. Performance numbers indicate an 11.61% return for one year and an impressive 16.11% return over three years, making it a solid option for investors focused on growth.
NBI Global Real Assets Income Fund – F Series
In the Global Infrastructure Equity category, this fund achieved the best three-year performance. It reported a striking return of 22.72% for one year, demonstrating its effectiveness in adapting to global market dynamics.
NBI Preferred Equity Fund – F Series
This fund also earned a trophy for best three-year performance among 11 funds in the Preferred Share Fixed Income category. It has shown consistent annual returns and provides an appealing choice for conservative investors looking for steady income.
The Importance of LSEG Lipper Fund Awards
The LSEG Lipper Fund Awards are vital within the investment industry as they celebrate funds that demonstrate exceptional risk-adjusted performance compared to similar offerings. The recognition is based on the Lipper Leader for Consistent Return rating, which assesses funds over varying timeframes.
About National Bank Investments
National Bank Investments, a subsidiary of National Bank of Canada, is committed to providing innovative mutual funds and investment solutions. As of recent reports, NBI manages over $105 billion in assets, reflecting its strong impact in the finance sector. Guided by an open architecture framework, NBI strives to offer investment solutions catering to the changing needs of investors.
Frequently Asked Questions
What are the LSEG Lipper Fund Awards?
The LSEG Lipper Fund Awards recognize funds for their strong risk-adjusted performance compared to peers over defined periods.
Which funds received accolades from National Bank Investments?
NBI's Floating Rate Income Fund, Quebec Growth Fund, Global Real Assets Income Fund, and Preferred Equity Fund were recognized for their outstanding performance.
How does NBI contribute to investment management?
NBI focuses on delivering innovative mutual funds and investment services that help investors achieve their financial goals.
What makes NBI's approach unique?
NBI's open architecture strategy fosters partnerships that enhance investment outcomes and provide diverse options to clients.
What is the current asset value managed by NBI?
As of recent reports, NBI manages assets worth over $105 billion, demonstrating its significant position in the investment landscape.
