Z Series Calculator
Learn how much you can save over time using the innovative NCM Z Series.
NCM is always looking for and developing solutions for Canadian Advisors and their clients. NCM has developed the calculator below to highlight the fee savings using the innovative Z Series when compared to an F Series management fee over the same time.
Fund expenses and taxes are not included in the calculations above
Based on the average assets in the calendar year for F Series
NCM Core Global
Z Series is available in this Global Equity Fund targeting attractive long-term returns with lower volatility than the market. The Fund has a highly experienced Global equity portfolio management team using an active approach to investing.
NCM Core International
Z Series is available in this International Equity Fund offering broad exposure to global markets outside of Canada and the United States, through a diversified portfolio of primarily large and mid capitalization companies. This Fund offers investors access to a concentrated international equity portfolio of world-class companies that are leaders in their respective businesses with strong balance sheets and growing cash flows
NCM Core Canadian
Z Series is available in this Canadian Equity Fund targeting attractive long-term returns with lower volatility than the market. The Fund has a highly experienced Canadian equity portfolio management team using an active approach to investing.
NCM Core Income Fund
Z Series is available in this Canadian Fixed Income Fund designed to provide investors with capital preservation through a diversified portfolio comprised primarily of government and corporate debt securities.
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.