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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 Icon

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.

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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 Icon

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.

Z Series Calculator

It’s not what you make, but what you keep

Try the Z Series calculator to see how much you could save


In 10 years
You would save $61,453 by using our Z Series over an F Series
Your investment would be worth $87,258 more!


The contents of this webpage is intended for information purposes only and should not be considered an advertisement or offer to sell or solicitation to buy any securities in any jurisdiction. Mutual fund shares or units of the NCM Investments are offered for sale by way of a prospectus in Canada. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the NCM Investments prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in share or unit value and reinvestment of all dividends or distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual fund securities are not guaranteed, their values change frequently and past performance may not be repeated. If we have included a rate of return or mathematical table to illustrate the potential effects of a compound rate of return, it is not intended to reflect future values of the mutual fund or returns on investment in the mutual fund. Each series of the Fund has a different management fee, and accordingly, the performance of each series will differ.