National Bank Investments Wins Multiple LSEG Lipper Fund Awards Canada 2025

National Bank Investments Wins Multiple LSEG Lipper Fund Awards Canada 2025

MONTREAL, Nov. 6, 2025 /CNW/ - National Bank Investments Inc. ("NBI") was recognized at the LSEG Lipper Fund Awards Canada 2025 for the outstanding performance of four investment solutions.

"We are proud to have been recognized once again with these Lipper awards which underscore our commitment to delivering added value to investors," said Martin Felton, Vice-President, National Sales at NBI. "Such accolades reflect the strength of our open architecture structure, and the expertise of our portfolio management partners whose capabilities enable us to offer clients solutions that stand out within the Canadian investment fund industry."

NBI earned awards for the following funds:

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.

About NBI Funds
NBI Funds (the "Funds") are offered by National Bank Investments Inc., an indirect wholly owned subsidiary of National Bank of Canada and sold by authorized dealers. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus of the Funds before investing. The Funds' securities are not insured by the Canada Deposit Insurance Corporation or by any other government deposit insurer. The Funds are not guaranteed, their values change frequently, and past performance may not be repeated.

About National Bank Investments Inc.
National Bank Investments Inc. ("NBI") is an investment funds management firm committed to manufacturing and offering mutual funds, investment solutions and services designed to help Canadian investors pursue their financial goals. As at September 30, 2025, assets under management in NBI products were valued at over $105 billion.

Guided by an open architecture strategy, NBI is dedicated to providing diverse solutions to meet the evolving needs of its clients. NBI consistently strives to be recognized as a key partner by combining innovation and excellence. NBI's role is not limited to administrative aspects of management; NBI Advisory Services and its registered representatives form a team of specialists who provide information and advice to help advisors build portfolios adapted to their clients' financial needs. Follow NBI's activities at  nbinvestments.ca or via social media.

National Bank Investments is a signatory of the United Nations-supported Principles for Responsible Investment, a member of Canada's Responsible Investment Association, and a founding participant in the Climate Engagement Canada initiative.

About National Bank of Canada
With $553 billion in assets as at July 31, 2025,National Bank of Canada is one of Canada's six systemically important banks. The Bank has approximately 34,000 employees in knowledge-intensive positions and operates through three business segments in Canada: Personal and Commercial Banking, Wealth Management and Financial Markets. A fourth segment, U.S. Specialty Finance and International, complements the growth of its domestic operations. Its securities are listed on the Toronto Stock Exchange (TSX: NA). Follow the Bank's activities at nbc.ca or via social media.

SOURCE National Bank of Canada