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Lipper Fund Awards 2011

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Investment Solutions

Individual funds

Money Market Funds
Short-Term and Income Funds
Canadian Equity Funds
Global Equity Funds
Specialized Funds
Index Funds
Protected Funds
Omega Funds TM

Money Market Funds

  • Generate daily interest income.
  • Lower risk than other National Bank funds.

Fund profiles in PDF format

National Bank Money Market Fund
National Bank Corporate Cash Management Fund
National Bank Treasury Management Fund
National Bank U.S. Money Market Fund

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Short-Term and Income Funds

  • Generate steady income.
  • Minimize portfolio fluctuations.

Fund profiles in PDF format

National Bank Short Term Canadian Income Fund
National Bank Mortgage Fund
National Bank Bond Fund
Altamira Income Fund
Altamira Long Term Bond Fund
National Bank Dividend Fund
Altamira Global Bond Fund
Altamira Corporate Bond Fund
Altamira High Yield Bond Fund
Omega Preferred Equity Fund

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Canadian Equity Funds

  • Made up primarily of stock market securities.
  • Maximize your potential return.

Fund profiles in PDF format

National Bank Canadian Equity Fund
Omega Canadian Equity Fund
Altamira Canadian Equity Growth Fund
AltaFund Investment Corp.
National Bank Canadian Opportunities Fund
Omega High Dividend Fund
National Bank Small Cap Fund Lipper Award Winner!
Altamira Quebec Growth Fund

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Global Equity Funds

  • Long-term capital growth.
  • Optimal geographic diversification.

Fund profiles in PDF format

National Bank Global Equity Fund
Omega Global Equity Fund
Altamira US Equity Fund
Omega Consensus American Equity Fund
Omega Consensus International Equity Fund
Omega Global Opportunities Fund
Altamira European Equity Fund
Altamira Asia Pacific Fund
Altamira Japanese Opportunity Fund
Omega Emerging Markets Fund
Altamira Global Small Company Fund

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Specialized Funds

  • Assets are concentrated in a single sector/region or according to a specialized investment strategy.
  • Optimal diversification within an established portfolio.
  • Increased potential for superperformance.”

Fund profiles in PDF format

Altamira Resource Fund
Altamira Energy Fund
Altamira Precious and Strategic Metal Fund
Altamira Science and Technology Fund
Altamira Health Sciences Fund
National Bank Strategic Yield Class Fund
National Bank Strategic Yield Class Fund – Institutional Series
National Bank Strategic Yield Class Fund – M Series

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Omega FundsTM

  • Minimum investment of 500$.
  • Distinctive strategies.
  • Complementary investment solution that helps maximize portfolio diversification and potential returns.
  • Can be added to the asset distribution of a portfolio according to the asset class percentage for your investor profile.
  • You benefit from the expertise of institutional portfolio managers.

Fund profiles in PDF format

Omega Preferred Equity Fund
Omega High Dividend Fund
Omega Consensus American Equity Fund
Omega Consensus International Equity Fund
Omega Global Opportunities Fund
Omega Canadian Equity Fund
Omega Global Equity Fund
Omega Emerging Markets Fund

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Index Funds

Fund profiles in PDF format

Altamira Canadian Index Fund
Altamira U.S. Currency Neutral Index Fund
Altamira US Index Fund
Altamira International Index Fund
Altamira International Currency Neutral Index Fund

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Protected Funds

Montréal, April 2, 2012 – National Bank Securities Inc., manager of National Bank Protected Funds (the “Protected Funds”), announced that it intends to terminate the National Bank Protected Funds on or about June 21, 2012.

Legal Notice: Protected Funds are no longer being sold and have not been sold Since April 1st 2005.

  • With 100% guaranteed capital over 10 years or until the owner’s death, Protected Funds reap the benefits of long-term growth potential of financial markets while ensuring the invested capital will be there for the purchaser and his/her heirs.

Fund profiles in PDF format

Protected Canadian Bond Fund
Protected Retirement Balanced Fund
Protected Growth Balanced Fund
Protected Canadian Equity Fund
Protected Global Fund

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