NCM Z Series

NCM’s innovative Z Series is the only flat management fee fund series in Canada. NCM eliminates the typical 1% F Series management fee that a mutual fund charges and replaces it with an annual flat management fee of $1,000 + taxes.

The challenge in an F Series model is that as the investment grows, so does the management fee. NCM’s Z Series solves this issue by simply charging an annual flat management fee of $1,000 + taxes per fund, per account. So as an investment grows, the Z Series flat fee stays the same.

Z Series is available in three actively managed Core funds, NCM Core Global, NCM Core American and NCM Core Canadian. 

Case Study - Angela

Angela is in her mid-thirties and has $250,000 to invest. She worries about fees, but only has a basic knowledge of investing and wants the advice of an investment professional. Her advisor suggests using Z Series. This is how it would work over her investment time horizon of 10 years. Using Z Series over a typical F Series mutual fund, Angela would save $22,225 in fees.

Conclusion
Using NCM’s Z Series, Angela is able to put more money to work. She can choose from three actively managed funds in the NCM Core family, maximizing her investments with Canada's only flat management fee 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.

To learn more about NCM Core Global, click here.

NCM Core American

Z Series is available in this U.S. equity fund focusing primarily on dividend-paying stocks through a unique all cap approach. This Fund offers investors access to the world’s deepest and broadest market through a team that actively manages the portfolio.

To learn more about NCM Core American, click here.

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.

To learn more about NCM Core Canadian, click here.

For more information, reach out to your advisor, contact your local NCM Sales Representative, or email sales@ncminvesments.com

Disclaimer

Conditions, including minimum and maximum holdings, apply to the availability of flat management fee pricing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.