The NBI Floating Rate Income Fund (FT Series) earned the
LSEG Lipper Fund Awards Canada 2025 trophy for best three-year
performance out of a total of 20 funds and the certificate for best
five-year performance out of a total of 18 funds in the Canadian
Corporate Fixed Income category for the period ending July 31, 2025.
Data is aggregated until the end of July of any given year and results
are published in November. Performance for the NBI Floating Rate
Income Fund (FT Series) for the period ended September 30, 2025, is as
follows: 6.64% (1 year), 7.75% (3 years), 5.29% (5 years), and 3.95%
(10 years). The corresponding Lipper Leader for Consistent Return
ratings of the fund for the same period are as follows: 5 (3 years), 5
(5 years), and 5 (10 years).
The NBI Quebec Growth Fund (F Series) earned the LSEG Lipper
Fund Awards Canada 2025 certificate for best ten-year performance out
of a total of 29 funds in the Canadian Small/Mid Cap Equity category
for the period ending July 31, 2025. Data is aggregated until the end
of July of any given year and results are published in November.
Performance for the NBI Quebec Growth Fund (F Series) for the period
ended September 30, 2025, is as follows: 11.61% (1 year), 16.11% (3
years), 14.47% (5 years), and 12.15% (10 years). The corresponding
Lipper Leader for Consistent Return ratings of the fund for the same
period are as follows: 3 (3 years), 4 (5 years), and 5 (10 years).
The NBI Global Real Assets Income Fund (F Series) earned the
LSEG Lipper Fund Awards Canada 2025 trophy for best three-year
performance out of a total of 18 funds in the Global Infrastructure
Equity category for the period ending July 31, 2025. Data is
aggregated until the end of July of any given year and results are
published in November. Performance for the NBI Global Real Assets
Income Fund (F Series) for the period ended September 30, 2025, is as
follows: 22.72% (1 year), 20.16% (3 years), 12.84% (5 years), and
7.08% (since inception on January 25, 2016). The corresponding Lipper
Leader for Consistent Return ratings of the fund for the same period
are as follows: 3 (3 years), 5 (5 years), and N/A (10 years).
The NBI Preferred Equity Fund (F Series) earned the LSEG
Lipper Fund Awards Canada 2025 trophy for best three-year performance
out of a total of 11 funds in the Preferred Share Fixed Income
category for the period ending July 31, 2025. Data is aggregated until
the end of July of any given year and results are published in
November. Performance for the NBI Preferred Equity Fund (F Series) for
the period ended September 30, 2025, is as follows: 17.39% (1 year),
14.87% (3 years), 11.65% (5 years), and 7.62% (10 years). The
corresponding Lipper Leader for Consistent Return ratings of the fund
for the same period are as follows: 5 (3 years), 5 (5 years), and 4
(10 years).
The LSEG Lipper Fund Awards, granted annually, highlight
funds and fund companies that have excelled in delivering consistently
strong risk-adjusted performance relative to their peers.
The LSEG Lipper Fund Awards are based on the Lipper Leader
for Consistent Return rating, which is a risk-adjusted
performance measure calculated over 36, 60 and 120 months. The fund
with the highest Lipper Leader for Consistent Return (Effective
Return) value in each eligible classification wins the LSEG
Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG makes
reasonable efforts to ensure the accuracy and reliability of the data
contained herein, their accuracy is not guaranteed by LSEG Lipper.
