NCM Investments adds Z Series (flat fee pricing) for NCM Core American

May 19, 2020

Toronto, Ontario –  NCM Asset Management Ltd. is pleased to announce NCM Core American will be available with Z Series.

Z Series is a flat management fee replacing the traditional percentage fee.  For NCM’s Core Funds, Z Series replaces the annual percentage management fee with an annual flat management fee of $1,000 + taxes, per fund, per account.

Wan Kim, Senior Vice President, National Sales and Marketing for NCM says “For example, if an investor has $300,000 in a mutual fund with a 1% management fee, the cost per year is $3,000. Using NCM’s actively managed Core Funds with Z Series, the cost is only $1,000. Over a 10-year period, that difference really adds up.”

Alex Sasso, CEO of NCM says, “This innovation is industry leading and we are proud to be the first to introduce actively managed funds with flat management fee pricing.  We welcome NCM Core American as it joins the other two NCM Core Funds providing three unique Core solutions to help Canadians.”

All NCM Core Funds are designed to provide high active share, low volatility and low fees – the three key traits that Canadians are looking for in their active investing strategies.

NCM’s Z Series Funds are designed to support advisors and investors using a fee-based account. NCM is offering Z Series pricing for NCM Core Canadian, NCM Core Global and NCM Core American.  

About NCM Investments

For over 20 years, NCM has been one of Canada’s leaders in actively managed investment products. With an in-house Portfolio Management team and a family of actively managed funds, NCM has earned multiple awards to recognize its investment success. NCM is an independent Canadian investment firm with offices in Calgary and Toronto.

For More Information:

Wan KimSenior Vice President, National Sales & Marketing

Wan is Senior Vice President, National Sales & Marketing at NCM Investments. Prior to joining NCM, Wan was at a large financial institution where he managed the external wholesalers supporting over 27,000 active financial advisers in all channels (IIROC, MFDA,…

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