NBI Quebec Growth Fund - FRegister to Unlock Ratings |
Performance History | 31-03-2024 |
Growth of 1,000 (CAD) | Advanced Graph |
Fund | 17.0 | 19.0 | -5.1 | 14.6 | 7.2 | |
+/-Cat | 1.9 | -3.3 | 6.7 | 8.7 | 0.5 | |
+/-Idx | 9.0 | 0.6 | 2.1 | 9.8 | -0.3 | |
Category: Canadian Small/Mid Cap Equity | ||||||
Benchmarks: Morningstar Canada Sml GR CAD |
Key Stats | ||
NAV 24-04-2024 | CAD 30.61 | |
Day Change | 0.76% | |
Morningstar Category™ | Canadian Small/Mid Cap Equity | |
ISIN | - | |
Fund Size (Mil) 24-04-2024 | CAD 626.89 | |
Share Class Size (Mil) 24-04-2024 | CAD 415.86 | |
Max Initial Charge | - | |
Ongoing Charge - | -% |
Investment Objective: NBI Quebec Growth Fund - F |
The Fund’s investment objective is to ensure long-term capital growth. The fund primarily invests in equity securities of corporations whose head office is in Quebec or who do a substantial part of their business in Quebec. It invests in many sectors of the Quebec economy, including communications and media, conglomerates, consumer products, financial services, industrial products, merchandising, metals and minerals, paper and forest products, transportation and environment, and utilities. The fund provides you with a way to participate in economic growth in Quebec as part of a diversified portfolio. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Marc Lecavalier 01-01-2006 | ||
Inception Date 20-05-2014 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
S&P/TSX Small Cap TR | Morningstar Canada Sml GR CAD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for NBI Quebec Growth Fund - F | 31-12-2023 |
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Top 5 Holdings | Sector | % |
WSP Global Inc | Industrials | 4.99 |
Richelieu Hardware Ltd | Consumer Cyclical | 4.92 |
Logistec Corp | Industrials | 4.88 |
GDI Integrated Facility Services... | Industrials | 4.69 |
Alimentation Couche-Tard Inc | Consumer Cyclical | 4.49 |
Increase Decrease New since last portfolio | ||
NBI Quebec Growth Fund - F |