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NBI Global Tactical Bond Fund

      

Global bond funds provide more opportunities to generate added value than portfolios that invest in bonds from a single country. By diversifying investments across multiple geographic regions, you will benefit from a combination of global bonds whose countries, maturities and credit ratings vary in order to optimize your portfolio’s return potential. That's the advantage of diversification!


About Standish Mellon Asset Management Company LLC1


US$154.9 billion2
Assets under management
130
Investment professionals3
185
Employees3

   

About the NBI Global Tactical Bond Fund's portfolio sub-manager Standish:

      • Founded in 1933
      • Devoted exclusively to fixed-income securities
      • Is a privately owned subsidiary of the Bank of New York Mellon Corporation, a global leader among investment firms
         

Why invest in global bonds?

   


Why invest in the NBI Global Tactical Bond Fund?

The NBI Global Tactical Bond Fund aims to generate income and capital growth while focusing on capital preservation. To do so, the portfolio sub-manager uses an active management strategy focused on security selection and an asset allocation based on countries, duration, the yield curve, currencies and sectors.

The Fund seeks to generate positive returns while staying diversified in the different constituents of its benchmark along with other assets classes.

  • Mainly high quality investment grade portfolio
  • Low correlation with other classes of fixed income assets
  • Experienced investment team
  • Fixed4 or variable distribution

CONTACT YOUR SALES TEAM


                        Benefits of diversification                            
                                 Click to enlarge

     

Codes for the NBI Global Tactical Bond Fund
  

 FUNDS CODES Variable distribution
Fixed Distribution
Advisor Series  F Series  T Series   FT Series
Initial sales charge
Low sales charge
Deferred sales charge Initial sale charge
Low sale charge
Deferred sales charge
NBI Global Tactical Bond Fund (CAD) NBC425
NBC625
NBC525
NBC725
NBC427
NBC627
NBC527
NBC727
NBI Global Tactical Bond Fund (USD)  NBC5433
NBC5633
 NBC5533
 NBC5733
 NBC5434
 NBC5634
 NBC5534
 NBC5734

     
      
Documentation

Find out more about the Fund: Investor | Advisor  

CONTACT YOUR SALES TEAM


     

1 BNY Mellon Asset Management Canada Ltd. acts as portfolio manager for the Fund and Standish Mellon Asset Management Company LLC acts as portfolio sub-advisor for the Fund.

2 Assets under management (AUM) as at March 31, 2017 (preliminary data). This figure includes assets managed by Standish personnel acting as dual officers of The Dreyfus Corporation or The Bank of New York Mellon and high-yield assets managed by personnel of Alcentra NY, LLC acting as dual officers of Standish. Standish, Dreyfus and Alcentra are registered investment advisors; they and The Bank of New York Mellon are wholly-owned subsidiaries of The Bank of New York Mellon Corporation.

3 Includes shared employees of Standish Mellon Asset Management (UK) Limited and MBSC Securities Corporation, both affiliates of Standish Mellon Asset Management Company LLC (“Standish”), contracted employees from BNY Mellon Investment Management Singapore Pte. Limited, and employees of Alcentra NY, LLC acting as dual officers of Standish. These individuals may from time to time act in the capacity of shared employees of Standish, performing sales, marketing, portfolio management support, research and trading services for certain Standish managed accounts. In addition, Standish is supported by BNY Mellon Asset Management Operations LLC (“BNYM AM Ops”) which is a legally separate entity that provides services related to all aspects of IT and operations, including front, middle and back office services through a Service Level Agreement.

4 The cash distribution amount per unit for the FT, R, T and O Series is said to be fixed as it does not vary from one distribution to another. However, it is not guaranteed and may vary according to market conditions. Distribution targets for the FT, R, T and O Series are re-assessed annually in January. FT, R, T and O Series distributions are made out of the portfolio's net income and may include a significant return of capital component.

The NBI Global Tactical Bond Fund (the "Fund") is offered by National Bank Investments Inc., a wholly owned subsidiary of National Bank of Canada. Brokerage fees, trailing commissions, management fees and other charges may apply to investments in the Fund. Please read the prospectus of the Fund before investing. The Fund's securities are not insured by the Canada Deposit Insurance Corporation or by any other government deposit insurer. The Fund is not guaranteed, its value changes frequently and past performance may not be repeated.