MONTREAL, Feb. 6, 2026 /CNW/ - National Bank Investments Inc. ("NBI") today announced that five of its mutual funds ("Funds") and exchange-traded funds ("ETFs") have been recognized with Fundata 2025 FundGrade A+® Awards. These awards recognize Canadian investment funds that have maintained a consistently high performance score throughout the previous calendar year.
"We are pleased to be recognized by Fundata once again for the outstanding performance of our Funds and ETFs. This recognition demonstrates our commitment to provide Canadians with quality and high-performance investment solutions. It reflects our strategy through which we collaborate with leading global portfolio management firms to create sustainable value for investors." said Martin Felton, Vice-President, National Sales at NBI.
The following NBI Funds and ETFs were recognized by Fundata for their superior performance in 2025:
| FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the "best of the best" among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from "A" to "E" receives a score from 4 to 0, respectively. A fund's average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata. |
- Performance for the NBI Floating Rate Income Fund (Advisor Series) for the period ended December 31, 2025, is as follows: 4.95% (1 year), 7.19% (3 years), 4.12% (5 years), and 3.11% (10 years).
- Performance for the NBI Innovators Fund (Advisor Series) for the period ended December 31, 2025, is as follows: 8.29% (1 year), 22.27% (3 years), 12.71% (5 years), and 17.08% (10 years).
- Performance for the NBI U.S. Equity Private Portfolio (Advisor Series) for the period ended December 31, 2025, is as follows: 7.54% (1 year), 19.28% (3 years), 14.59% (5 years), and 15.13% (10 years).
- Performance for the NBI Canadian Equity Index Fund (F Series) for the period ended December 31, 2025, is as follows: 31.62% (1 year), 21.70% (3 years), and 14,09% since inception (2022-04-04).
- Performance for the NBI Sustainable Canadian Short Term Bond ETF (NSSB) for the period ended December 31, 2025, is as follows: 4.52% (1 year), 6.01% (3 years), and 3,86% since inception (2022-01-20).
About NBI Funds
NBI Funds (the "Funds") are offered by National Bank Investments Inc., an indirect wholly owned subsidiary of National Bank of Canada, and sold by authorized dealers. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus of the Funds before investing. The indicated rates of returns are based on the historical annual compounded total returns including changes in securities value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. The Funds' securities are not insured by the Canada Deposit Insurance Corporation or by any other government deposit insurer. The Funds are not guaranteed, their values change frequently, and past performance may not be repeated.
About NBI ETFs
NBI exchange-traded funds (the "NBI ETFs") are offered by National Bank Investments Inc., an indirect wholly owned subsidiary of National Bank of Canada, and sold by authorized dealers. Management fees, brokerage fees and expenses all may be associated with investments in NBI ETFs. Please read the prospectus or ETF Facts document(s) before investing. NBI ETFs are not guaranteed, their values change frequently, and past performance may not be repeated. NBI ETFs units are bought and sold at market price on a stock exchange and brokerage commissions will reduce returns. NBI ETFs do not seek to return any predetermined amount at maturity. The NBI ETFs' securities are not insured by the Canada Deposit Insurance Corporation or by any other government deposit insurer. The performance of an NBI ETF does not match the performance of the index. The indicated rates of return are the historical total returns for the periods including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, commission charges or income taxes payable by any unitholder that would have reduced returns.
About National Bank Investments Inc.
NBI is an investment funds management firm committed to manufacturing and offering mutual funds, investment solutions and services designed to help Canadian investors pursue their financial goals. As at December 31, 2025, assets under management in NBI products were valued at over $109 billion.
Guided by an open architecture strategy, NBI is dedicated to providing diverse solutions to meet the evolving needs of its clients. NBI consistently strives to be recognized as a key partner by combining innovation and excellence. NBI's role is not limited to administrative aspects of management; NBI Advisory Services and its registered representatives form a team of specialists who provide information and advice to help advisors build portfolios adapted to their clients' financial needs. Follow NBI's activities at nbinvestments.ca or via social media.
NBI is a signatory of the United Nations-supported Principles for Responsible Investment, a member of Canada's Responsible Investment Association, and a founding participant in the Climate Engagement Canada initiative.
About National Bank of Canada
With $577 billion in assets as at October 31, 2025, National Bank of Canada (the "Bank") is one of Canada's six systemically important banks. The Bank has more than 35,000 employees in knowledge-intensive positions and operates three business segments in Canada: Personal and Commercial Banking, Wealth Management and Capital Markets. A fourth segment, U.S. Specialty Finance and International, complements the growth of its domestic operations. Its securities are listed on the Toronto Stock Exchange (TSX: NA). Follow the Bank's activities at nbc.ca or via social media.
SOURCE National Bank of Canada
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Information: Alexandre Guay, Chief Advisor, Public Affairs, National Bank of Canada, Tel.: 514-412-5125, alexandre.guay@nbc.ca