KYP Tool

NCM Core Equity Funds

• NCM Core Canadian

  • NCM Core Canadian offers exposure to Canadian large cap equities, targeting an attractive long-term return with lower volatility than the market.

  • Monthly Fund Summary Fund Facts - Series F Commentary Transcript NCM Core Canadian

  • Send me a time-stamped KYP package

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    For a custom comparison, please submit fund codes, ETF tickers, or a model portfolio to see how NCM complements or competes with other products. We will respond to you shortly.

    I agree to allow NCM Investments to contact me about mutual fund investing. I may withdraw my consent at any time.

• NCM Core Global

  • NCM Core Global offers exposure to global equity markets, targeting an attractive long-term return with lower volatility than the market.

  • Monthly Fund Summary Fund Facts - Series F NCM Core Global and NCM Core International Commentary Commentary Transcript

  • Send me a time-stamped KYP package

    Required*

    For a custom comparison, please submit fund codes, ETF tickers, or a model portfolio to see how NCM complements or competes with other products. We will respond to you shortly.

    I agree to allow NCM Investments to contact me about mutual fund investing. I may withdraw my consent at any time.

• NCM Core International

  • NCM Core International offers exposure to global equity markets outside of Canada and the United States, targeting an attractive long-term return with lower volatility than the market.

  • Monthly Fund Summary Fund Facts - Series F NCM Core Global and NCM Core International Commentary Commentary Transcript

  • Send me a time-stamped KYP package

    Required*

    For a custom comparison, please submit fund codes, ETF tickers, or a model portfolio to see how NCM complements or competes with other products. We will respond to you shortly.

    I agree to allow NCM Investments to contact me about mutual fund investing. I may withdraw my consent at any time.

NCM Income Solutions

• NCM Income Growth Class

  • NCM Income Growth Class is a Canadian balanced fund that combines small- and mid- cap dividend-paying companies with high yield fixed income and pays a monthly distribution.

  • Monthly Fund Summary Fund Facts - Series F Commentary Transcript NCM Income Growth Class

  • Send me a time-stamped KYP package

    Required*

    For a custom comparison, please submit fund codes, ETF tickers, or a model portfolio to see how NCM complements or competes with other products. We will respond to you shortly.

    I agree to allow NCM Investments to contact me about mutual fund investing. I may withdraw my consent at any time.

• NCM Global Income Growth Class

  • NCM Global Income Growth Class is an equity balanced fund that invests primarily in dividend paying equities and pays a monthly distribution.

  • Monthly Fund Summary Fund Facts - Series F Commentary Transcript NCM Global Income Growth Class

  • Send me a time-stamped KYP package

    Required*

    For a custom comparison, please submit fund codes, ETF tickers, or a model portfolio to see how NCM complements or competes with other products. We will respond to you shortly.

    I agree to allow NCM Investments to contact me about mutual fund investing. I may withdraw my consent at any time.

• NCM Dividend Champions

  • NCM Dividend Champions offers a concentrated portfolio of some of the strongest dividend-paying companies in North America.

  • Monthly Fund Summary Fund Facts - Series F Commentary Transcript NCM Dividend Champions NCM Dividend Champions Commentary

  • Send me a time-stamped KYP package

    Required*

    For a custom comparison, please submit fund codes, ETF tickers, or a model portfolio to see how NCM complements or competes with other products. We will respond to you shortly.

    I agree to allow NCM Investments to contact me about mutual fund investing. I may withdraw my consent at any time.

NCM Wealth Creation

• NCM Small Companies Class

  • NCM Small Companies Class is a Canadian small cap equity fund focusing on fast-growing companies trading at reasonable valuations in an asset class that has historically outperformed.

  • Monthly Fund Summary Fund Facts - Series F NCM Small Cap Commentary

  • Send me a time-stamped KYP package

    Required*

    For a custom comparison, please submit fund codes, ETF tickers, or a model portfolio to see how NCM complements or competes with other products. We will respond to you shortly.

    I agree to allow NCM Investments to contact me about mutual fund investing. I may withdraw my consent at any time.

Pension Portfolios

• NCM Conservative Income Portfolio

  • The Conservative Income Portfolio is a pension-style global fixed income balanced fund that targets wealth preservation and stable income.

  • Monthly Fund Summary Fund Facts - Series F NCM Pension Portfolios Commentary Commentary Transcript NCM Pension Portfolios

  • Send me a time-stamped KYP package

    Required*

    For a custom comparison, please submit fund codes, ETF tickers, or a model portfolio to see how NCM complements or competes with other products. We will respond to you shortly.

    I agree to allow NCM Investments to contact me about mutual fund investing. I may withdraw my consent at any time.

• NCM Balanced Income Portfolio

  • The Balanced Income Portfolio is a pension-style global neutral balanced fund that aims to provide both income and long-term growth

  • Monthly Fund Summary Fund Facts - Series F NCM Pension Portfolios Commentary Commentary Transcript NCM Pension Portfolios

  • Send me a time-stamped KYP package

    Required*

    For a custom comparison, please submit fund codes, ETF tickers, or a model portfolio to see how NCM complements or competes with other products. We will respond to you shortly.

    I agree to allow NCM Investments to contact me about mutual fund investing. I may withdraw my consent at any time.

• NCM Growth & Income Portfolio

  • The Growth and Income Portfolio is a pension-style global equity balanced fund that aims to provide long-term growth and income.

  • Monthly Fund Summary Fund Facts - Series F NCM Pension Portfolios Commentary Commentary Transcript NCM Pension Portfolios

  • Send me a time-stamped KYP package

    Required*

    For a custom comparison, please submit fund codes, ETF tickers, or a model portfolio to see how NCM complements or competes with other products. We will respond to you shortly.

    I agree to allow NCM Investments to contact me about mutual fund investing. I may withdraw my consent at any time.