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Core Equity

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Core Equity

NCM Core Equity solutions offer exposure to Canadian and global equities with high active share, low beta and potentially some of the lowest fees in Canada. Use them as core building blocks in portfolio construction.

Enhanced diversification

Core Equity solutions exhibit high active share. Use them alone or pair them with passive or index-like funds for an excellent balance of cost, performance and risk.

Manage risk

Core Equity solutions aim for lower-beta performance. Use them to add equity exposure to a portfolio while keeping volatility in check.

Flat Fees with Z Series

Core Equity solutions offer Z Series, which caps the management fee at $1,000 + taxes per year.

NCM Core Canadian
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NCM Core Global
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Z Series Calculator

It’s not what you make, but what you keep

Try the Z Series calculator to see how much you could save

In 10 years
You would save $61,453 by using our Z Series over an F Series
Your investment would be worth $87,258 more!

Total Investment Value

	F Series		NCM Core Z Series
Year	Investment Value	Total Fees	Investment Value	Total Fees
0	$500,000	$0	$500,000	$0
1	$534,625	$5,190	$538,933	$1,000
2	$571,647	$10,739	$580,979	$2,000
3	$611,233	$16,673	$626,388	$3,000
4	$653,561	$23,018	$675,428	$4,000
5	$698,819	$29,801	$728,390	$5,000
6	$747,212	$37,055	$785,591	$6,000
7	$798,956	$44,811	$847,367	$7,000
8	$854,283	$53,104	$914,085	$8,000
9	$913,442	$61,972	$986,139	$9,000
10	$976,697	$71,453	$1,063,956	$10,000