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NBI Global Equity Investor Series

Ranked 1902 out of 3288 in - Global over 12 months
All calculations are in USD unless stated

Objective

The investment objective of the Fund is to ensure long-term capital growth. This Fund will invest its net assets primarily in equity securities of corporations located throughout the world.

Performance

Global over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.3%
2017 28.7% 9.8% 5.9% 4.9% 5.6%
2016 3.6% 1.5% 1.1% 3.9% -2.9%
2015 -1.6% 3.6% -1.3% -8.7% 5.4%
2014 4.0% 0.5% 3.2% -3.5% 3.9%
2013 25.2% 7.6% -0.5% 9.3% 7.0%
2012 16.7% 12.9% -6.2% 5.2% 4.7%
2011 -7.6% 3.4% 1.9% -17.5% 6.4%
2010 8.6% 3.2% -13.0% 10.9% 9.0%
2009 20.6% -13.0% 15.5% 16.5% 3.0%
2008 -43.9% -11.9% -2.6% -15.5% -22.6%
2007 11.3% 0.6% 6.1% 6.2% -1.8%
2006 12.2% 5.3% -3.1% 2.6% 7.1%
2005 5.3% -1.6% -0.9% 4.6% 3.2%
2004 10.9% 2.7% -0.3% -2.6% 11.2%
2003 33.8% -5.7% 15.3% 8.7% 13.2%
2002 -17.1% 0.4% -6.4% -17.5% 6.9%
2001 -15.6% -8.6% 2.3% -15.8% 7.3%
2000 -3.0% -4.4% -3.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date31/01/2000
  • Share Class size1,023Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment25

Charges

  • Annual management2.25%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).