Meritage Portfolios® in Corporate Class now available
Montreal, 30 March 2011 -
National Bank Securities announces that four Meritage Portfolios® are now offered in a Corporate Class structure to investors looking for increased flexibility and tax-efficiency in their non-registered accounts.
Within the corporate structure, investors are able to move assets from one corporate class portfolio to another without triggering any immediate capital gains tax. Furthermore, the Meritage Corporate Class Portfolios are available in a T-Series to investors looking for tax-efficient monthly distributions.
The portfolios being launched are:
Meritage Growth Class Portfolio
Meritage Equity Class Portfolio
Meritage Canadian Equity Class Portfolio
Meritage Global Equity Class Portfolio
The commitment of Meritage Portfolios® has always been to offer the best blend of the best funds available in the industry. From over 5,000 funds available to investors, 23 were carefully selected based on their potential return, sustained performance over time and the synergy of their portfolio managers’ investment approaches. The Meritage Portfolios® are built to suit the needs of investors with varying risk tolerance levels and investment horizons. The Meritage Portfolios®, whose assets exceed $ 1.2 billion, are now among the most sought-after investment options.
Further information is available at www.meritageportfolios.com.
About Meritage Portfolios®
Meritage Portfolios® (the “Portfolios”) are managed by National Bank Securities Inc., a wholly-owned subsidiary of National Bank of Canada. Commissions, trailing commissions, management fees and expenses all may be associated with investments in the Portfolios. Please read the prospectus of the Portfolios before investing. The Portfolios’ securities are not insured by the Canada Deposit Insurance Corporation or by any other government deposit insurer. The Portfolios are not guaranteed, their values change frequently and past performance may not be repeated. “Meritage Portfolios®” and the Meritage Portfolios logo are trademarks of National Bank of Canada, used under license by National Bank Securities.
About National Bank of Canada
National Bank of Canada is an integrated group that provides comprehensive financial services to consumers, small and medium-sized enterprises and large corporations in its core market, while offering specialized services to its clients elsewhere in the world. National Bank offers a full array of banking services, including retail, corporate and investment banking. It is an active player on international capital markets and, through its subsidiaries, is involved in securities brokerage, insurance and wealth management as well as mutual fund and retirement plan management. National Bank has over $152 billion in assets and, together with its subsidiaries, employs 18,407 people. The Bank’s securities are listed on the Toronto Stock Exchange (NA:TSX). For more information, visit the Bank’s website at www.nbc.ca. To access National Bank Financial Group’s financial education portal, visit www.clearfacts.ca.
Information (The telephone number provided below is for the exclusive use of journalists and other media representatives.):
Senior Advisor, Public Relations
National Bank Financial Group