Core Equity
Core Equity
NCM Core Equity solutions offer exposure to Canadian, global and international equities with high active share, low volatility and some of the lowest fees in Canada. Use them as core building blocks in portfolio construction.
Look different than the index
Core Equity solutions exhibit high active share. Use them alone or pair them with passive or index-like funds for an excellent balance of cost, performance and risk.
Reduce Portfolio Risk
Core Equity solutions have a track record of low-beta performance. Use them to add equity exposure to a portfolio while keeping volatility in check.
Flat Fees with Z Series
Core Equity solutions offer Z Series, which caps the management fee at $1,000 + taxes per year. Take advantage of this feature for some of the lowest management fees in Canada on larger account sizes.
NCM Core Canadian
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NCM Core Global
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NCM Core International
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| F Series | NCM Core Z Series | |||
|---|---|---|---|---|
| Year | Investment Value | Total Fees | Investment Value | Total Fees |
| 0 | $500,000 | $0 | $500,000 | $0 |
| 1 | $534,625 | $5,190 | $538,933 | $1,000 |
| 2 | $571,647 | $10,739 | $580,979 | $2,000 |
| 3 | $611,233 | $16,673 | $626,388 | $3,000 |
| 4 | $653,561 | $23,018 | $675,428 | $4,000 |
| 5 | $698,819 | $29,801 | $728,390 | $5,000 |
| 6 | $747,212 | $37,055 | $785,591 | $6,000 |
| 7 | $798,956 | $44,811 | $847,367 | $7,000 |
| 8 | $854,283 | $53,104 | $914,085 | $8,000 |
| 9 | $913,442 | $61,972 | $986,139 | $9,000 |
| 10 | $976,697 | $71,453 | $1,063,956 | $10,000 |