National Bank Investments Modifies Risk Ratings for Select Funds and ETFs

National Bank Investments Inc. (NBI) has issued a statement regarding changes to the risk ratings associated with a selection of its investment offerings. This change affects both certain funds and Exchange-Traded Funds (ETFs) under their management.

Risk Rating Revisions for NBI Funds

The NBI Jarislowsky Fraser Select Income Fund NTIOF, recognized for its strategy in income selection, has undergone a revision of its risk rating. NBI has assessed the volatility and overall risk profile of the fund, resulting in this update. Investors in the fund are advised to consider these changes when making investment decisions or discussing portfolio strategies with their financial advisors.

Changes to NBI ETF Risk Ratings

Alongside the updates to the NBI Fund, the organization has also made adjustments to the risk ratings of two of their ETFs. These are specifically the NBI Active Canadian Preferred Shares ETF and the NBI Liquid Alternatives ETF. The adjustments came after a thorough review, considering factors such as market fluctuations, potential changes in interest rates, and other economic variables that may impact these ETFs’ performance.

It is crucial for current and prospective investors to take note of these changes, as they could influence the suitability of these investment products for individual investment profiles. NBI commits to regular reviews of risk ratings in line with industry standards and regulations to ensure accuracy and investor transparency.

Fund and ETF management teams routinely monitor markets and portfolio compositions to stay ahead of potential risks, addressing the need for adjustments as economic landscapes evolve. These changes exemplify how NBI upholds its commitment to investor interests and fund integrity.

Investments, Risk, Update