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 NCM Core Canadian Commentary 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 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 NCM Income Growth Class 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 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 NCM Global Income Growth Class 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 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 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 Companies Class 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 Global Balanced Retirement Fund

  • The Global Balanced Retirement Fund is a pension-style global neutral balanced fund that aims to provide long-term growth and income.

  • Fund Facts - Series F Monthly Fund Summary NCM Pension Portfolios 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.