Northwire Canada EditionTuesday, July 14, 2026
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WDO 26.04 −0.9% FVI 11.84 −1.6% OM 1.75 −1.7% ETG 2.99 +0.0% ARTG 31.47 −4.6% LUC 0.163 +1.6% AFM 1.38 +0.0% IMG 20.95 −3.5% CPAU 0.150 +3.5% MMX 0.075 +7.1% IE 12.47 −2.4% SASK 1.09 −1.8% MOG 0.390 +2.6% XIM 0.070 −6.7% S 0.110 −29.0% OMI 0.300 −4.8% WDO 26.04 −0.9% FVI 11.84 −1.6% OM 1.75 −1.7% ETG 2.99 +0.0% ARTG 31.47 −4.6% LUC 0.163 +1.6% AFM 1.38 +0.0% IMG 20.95 −3.5% CPAU 0.150 +3.5% MMX 0.075 +7.1% IE 12.47 −2.4% SASK 1.09 −1.8% MOG 0.390 +2.6% XIM 0.070 −6.7% S 0.110 −29.0% OMI 0.300 −4.8%
Financings Routine +

National Bank Investments launches new ETF portfolio solutions, a thematic ETF and a mutual fund

National Bank Investments Expands Product Suite with Six New Funds to Capture Advisor Demand and Grow AUM

By The Northwire Desk — AI Analysis Jun 23, 2026 · 08:30 NBLD NBI BALANCED ETF PORTFOLIO ETF UNITS
Executive Summary
  • National Bank Investments Inc. (NBI), an indirect wholly owned subsidiary of National Bank of Canada, announced the launch of five new exchange-traded funds (four ETF Portfolios and one Thematic Rotation ETF) and one new mutual fund.
  • The ETFs closed their initial offering and commenced trading on the Toronto Stock Exchange (TSX) on June 23, 2026. The mutual fund series are already available for purchase.
  • The new offerings span conservative income, balanced, growth, equity, and systematic thematic rotation strategies. Management fees for the ETF Portfolios are set at 0.35%, the thematic ETF at 0.55%, and the mutual fund at 1.40% (Advisor Series) or 0.40% (F Series).
  • As of March 31, 2026, NBI reported assets under management (AUM) in its products exceeding $115.51 billion.
Material Impact
  • The launch represents a standard product expansion typical for large asset managers seeking to capture advisor-driven flows and diversify their fee base.
  • The introduction of ETF Portfolios and a thematic rotation ETF targets specific advisor needs for simplified portfolio construction and systematic equity exposure.
  • Given the existing AUM base of over $115 billion, these new funds are incremental additions rather than transformative shifts. They are expected to generate modest fee income and potentially attract new capital, but they do not alter the fundamental business model or competitive positioning of NBI.
  • No fundamental data is available to assess the immediate financial impact or margin implications of these new products.
NBLD · Price
Company Overview
  • National Bank Investments Inc. (NBI) is the asset management arm of National Bank of Canada.
  • It manages a broad range of investment products, including ETFs, mutual funds, and portfolio solutions, catering to retail, institutional, and advisor clients.
  • The company operates in a highly competitive asset management landscape, competing on scale, product diversity, and distribution networks.
  • As of March 31, 2026, NBI reported AUM exceeding $115.51 billion, indicating a significant market presence.
Read the original news release →